Billing, Invoicing & Receivables for CA Firms
CA firms often complete work long before it is billed, leading to delayed cash flows and unbilled revenue leakage. Bizalys Billing, Invoicing & Receivables Management connects completed work tasks directly to billing, enabling partners to generate bulk invoices, track client-wise outstanding aging, send automated payment reminders, and reconcile TDS deductions effortlessly.
The Operational Problem Inside CA Firms
Billing in CA offices is frequently delayed because partners lack clear records of completed tasks, out-of-pocket expenses, or retainer terms. Outstanding fees accumulate for months without systematic follow-ups, and reconciling client TDS deductions against Form 26AS becomes a massive annual headache.
How Bizalys Workflow Works, Step by Step
Task-to-Bill Linkage
System flags completed tasks and unbilled billable hours ready for client invoicing.
Single & Bulk Invoice Generation
Generate professional GST-compliant invoices individually or in bulk with customized service descriptions.
Automated Reminders & Payment Gateways
Send automated WhatsApp/email invoices with payment collection links directly to client accounts.
Receipt Tracking & 26AS Reconciliation
Record full/partial advance payments, credit notes, and reconcile client TDS deductions against Form 26AS.
Actual Interface & Capabilities Preview
Task-to-Bill Invoicing Screen
One-click invoice generation from completed tasks and billable hours.
Outstanding Receivables Aging Dashboard
Real-time aging analysis dashboard (0-30, 30-60, 60-90, 90+ days) with automated WhatsApp follow-up button.
Specific Capabilities & Core Features
Permissions, Automation & Reporting
Staff members can draft invoices, but approval and final dispatch are restricted to authorized partners. Payment reminders trigger automatically based on custom credit period rules.
Related Practice Use Cases
- Raising 150+ monthly retainer invoices in under 10 minutes at the start of every month
- Tracking unpaid audit fees before issuing final audit reports
- Reconciling short payment by clients claiming un-deposited TDS
Sales & Feature FAQs
"CA practices reduce average fee collection turnaround from 75 days to under 22 days using Bizalys Automated Billing & Receivables."
Ready to Protect Your Revenue and Scale Stress-Free?
Join CA firms across India who've automated their office management and freed up time for what matters most – serving clients and growing their practice.