Creating charges in Projects

Learn how to create and manage charges before invoice generation, ensuring smooth and transparent billing

Efficient billing management is vital for smooth operations and client satisfaction. Keka PSA's Charges Creation feature simplifies this by allowing charges to be created before invoice generation, with the option for a customizable approval process. This feature enhances accuracy by ensuring charges align with services provided and costs incurred, streamlines billing by automating tasks, and improves transparency by offering a detailed view of all charges in one place, fostering greater accountability.

How It Works

1. Access the Charges Creation Page

• Navigate to your desired project in the PSA module by clicking on Project(1) then projects(2). Next Under the Billing(3) tab, click on Charges(4). Then click the Create Charge(5) button.
  
  
  
  

2. Select Chargeable Items

• On Create Charge page , you can give a name in Charge Name(1) section, then Choose the relevant items from the displayed list that need to be charged, based on the project scope and client agreements. Once you have selected all the relevant data , click Create(2) button at the top right corner.
  
  
  
  

3. Review and Generate Charges

• Double-check the details of the selected charges, then generate the charges with a single click.
  
  
  
  

Visibility and Control

• Charges Grid:
  Access a dedicated grid displaying all created charges for easy reference and management.

• Invoice Generation:
  Generate invoices seamlessly by selecting the desired charges from the grid and clicking Generate Invoice.

• Finance Oversight:
  Finance managers can manage all charges from the Finances(1) >> Charges(2) section. Simply select charges(3) by the charge name and use the Create Invoice(4) button to finalize billing.

  
  
  
  

Explore More

To discover more about effectively managing billing classifications, please follow this link: Managing Billing Classifications

Enhance your operational efficiency with Keka PSA’s innovative features!