Billing and invoicing in Keka PSA - an overview
The billing and invoicing features within Keka PSA provide a convenient way to manage the financial aspects of your business directly from the portal. The system automatically tracks the hours spent by resources on projects and allows you to easily add line items and taxes to invoices.
Billing and invoicing are additional features that require a subscription along with Keka PSA and are not included in the standard package. These features offer a range of capabilities to streamline client management tasks effectively.
Moreover, you can include product subscription costs and apply taxes to invoices, ensuring accurate billing practices. The platform also allows for the creation of standard rate cards for project roles, making it easy to define rates for clients or rely on global rate cards.
One key aspect is the ability to effortlessly create and handle invoices. With Keka PSA, you can input billable hours, add other products and taxes, and then send the invoice directly to clients or download it for separate sharing.
Efficient payment management is also supported, allowing you to track payment terms, mark payments as received, and even cancel or write off invoices as needed.
Credit notes can be managed within Keka PSA, serving to address excess payments made by clients, which can be adjusted against future invoices.
Overall, the billing and invoicing features in Keka PSA play a crucial role in simplifying client billing processes, saving time, and ensuring accuracy.
For further information on how to create and edit invoices using Keka PSA, please click here: Creating and editing invoices on Keka PSA