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      Introducing Charges Creation in Keka PSA

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

      Managing billing efficiently is crucial for maintaining smooth operations and ensuring client satisfaction. Keka PSA introduces Charges Creation, a feature designed to simplify the billing process by enabling you to create charges before generating invoices. These charges can now go through a customizable approval process before invoice generation.

       

      Key Benefits of Charges Creation

      1. Enhanced Accuracy

        • Prevent errors by creating charges aligned with the services provided and costs incurred before generating invoices.

      2. Streamlined Billing Workflow

        • Automate and simplify billing tasks, reducing manual effort and the potential for mistakes.

      3. Improved Transparency

        • View a detailed breakdown of all charges in one place, fostering better accountability and oversight.

       

      How It Works

      1. Access the Charges Creation Page

      • Navigate to your desired project in the PSA module. Under the Billing tab, click the Create Charge button.



      2. Select Chargeable Items

      • Choose the relevant items from the displayed list that need to be charged, based on the project scope and client agreements.



      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 >> Charges section. Simply select charges and use the Create Invoice button to finalize billing.




      Take Advantage of This Feature Today!

      Start using the Charges Creation feature to:

      • Optimize your billing processes.
      • Improve accuracy and transparency.
      • Save time and effort in financial management.

       

      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!