CA Invoice & Billing Software: Turia's Invoicing Feature Guide (2026)

This guide was last reviewed in July 2026 against Turia's current features and pricing pages.

The invoice that never gets sent

A return gets filed, an audit wraps up, a compliance task closes — and the invoice for it sits untouched for another two weeks. Not because anyone forgot the client owes money, but because raising the invoice means opening a separate billing tool, re-typing the scope of work from memory, checking what rate applies to that client, and hoping the GST details are right. In a busy CA or CS firm juggling dozens of clients and even more line items, that friction adds up to real, quantifiable delay between finishing work and getting paid for it.

This is the everyday billing problem Turia's invoicing feature is built to remove. Instead of treating invoicing as a separate administrative chore bolted on after the fact, Turia keeps billing inside the same service/invoice workflow — a firm can add billable time and out-of-pocket expenses to that workflow before raising a proforma invoice, then convert it into a final invoice and share it with the client, with the client's rate card and GST details already attached.

This guide walks through what the invoicing feature actually does, how it fits alongside timesheets, client management, and reimbursements inside Turia, and a realistic use case for how a mid-sized firm would use it day to day.

What Turia's invoicing feature actually is

At its core, the feature does three connected things: it lets you create invoices — proforma or final — using client-specific rate cards, with billable time and out-of-pocket expenses added manually to the invoice workflow before it's raised; it keeps those invoices tied to the services they cover, so billing and delivered work stay reconciled; and it tracks what's been paid versus what's still outstanding, client by client. None of this requires switching to a separate accounting tool for day-to-day billing on client engagements.

How it works: from task to paid invoice

1. Proforma invoices before work begins

For engagements that need an advance or a scope confirmation before work starts, Turia lets you send a proforma invoice directly to the client. This is useful for audit engagements, one-off advisory work, or any assignment where the firm wants payment terms agreed upfront rather than chasing them after delivery.

2. Adding billable time and expenses before raising the invoice

Invoices are raised from the service/invoice workflow, where billable time and out-of-pocket expenses for that engagement can be added manually before the invoice is finalised. The client details, service description, and applicable rate come from the client's record, so the firm isn't re-typing that information from scratch — but the time and expense line items themselves are a deliberate, manual step rather than something that flows straight in on its own.

3. Client-specific rate cards

Different clients often pay different rates for the same service, whether by negotiated retainer, client tier, or engagement type. Turia lets you maintain a rate card per client, so invoices reflect the agreed pricing automatically rather than relying on someone remembering what a particular client was quoted.

4. Billing and task reconciliation

Because invoices sit alongside the services and engagements they relate to, it's possible to see at a glance which completed work has actually been billed and which hasn't — closing the gap where finished engagements quietly sit unbilled for weeks.

5. Sending, tracking, and collections

Invoices can be emailed to clients directly from Turia. From there, the platform tracks payment status against each invoice, and two reports do the heavy lifting for a partner reviewing firm finances: a client-wise collections report showing payment patterns by client, and a client-wise outstanding report showing real-time balances owed. Neither requires exporting data into a spreadsheet to make sense of it.

Multi Billing Organizations: for firms that bill under more than one entity

Many CA and CS firms operate under more than one legal or billing entity — a tax practice and an audit practice, or separate partnerships for different service lines. Turia's Growth plan includes Multi Billing Organization functionality, letting a firm issue invoices under the correct entity without running a second, disconnected billing setup. This matters more than it might sound: mixing invoices from different legal entities under one billing identity is a real compliance headache come GST filing time, and keeping them cleanly separated from the start avoids that. We've written a longer breakdown of why CA firms end up with multiple billing organizations and how to structure that in Turia if this applies to your practice.

A realistic use case

Picture a mid-sized CA firm running statutory audits, GST compliance, and advisory work across roughly 40 active clients. Historically, invoicing happened in batches once a month, when someone sat down and tried to reconstruct which tasks had actually closed since the last billing run. Two problems came up repeatedly: engagements that finished mid-month sat unbilled until the next batch, and a few clients on negotiated rates got invoiced at the wrong figure because nobody double-checked the rate card before typing the invoice.

With billing built into the same workflow as service delivery, the billing cycle changes shape. As a task closes, whoever manages that client's account can add the billable time and expenses for that engagement and raise a proforma invoice at the correct client-specific rate, without waiting for a monthly batch, then convert it to a final invoice once it's reviewed. The client-wise outstanding report gives the partner a standing view of who owes what, so follow-ups happen based on actual aging data rather than memory. None of this eliminates the need for someone to review invoices before they go out — but it removes the re-keying and guesswork that used to slow the whole process down.

How invoicing fits with the rest of Turia

Billing doesn't operate in isolation inside Turia — it's one layer in a practice management system built around task-based work.

• Timesheets and billable hours: for firms billing by time rather than a flat fee per service, Turia's timesheet tracking captures billable versus non-billable hours against each task, which staff can then add manually to the invoice workflow when raising a proforma invoice for that engagement, rather than requiring a separate time-tracking export.
• Client management: rate cards, GST details, and billing history live alongside the rest of a client's record in Turia's client management module, so billing staff aren't hunting through a different system to find the details they need to invoice correctly.
• Reimbursements: out-of-pocket expenses staff incur on client engagements — travel, filing fees, courier costs — are tracked through Turia's employee reimbursement feature, which can be a useful reference when deciding what to pass through to a client invoice versus absorb as overhead.
• Task-billing integration: the underlying idea — that billing should be generated from tracked work rather than reconstructed after the fact — is the same principle behind why task management and billing need to be integrated in the first place, rather than run as two separate tools.

Pricing and getting started

Invoicing and billing is included as a core module on both of Turia's plans — the ₹100/user/month Starter plan and the ₹200/user/month Growth plan, each with a 5-user minimum, per Turia's pricing page. Multi Billing Organization support is part of the Growth plan. Both plans come with a 7-day free trial and no credit card required, so a firm can test invoicing against real clients and real rate cards before committing to a subscription. Onboarding, data migration, and staff training are included at no extra cost on every plan.

Frequently asked questions

What is Turia's invoicing feature?

It's the billing module inside Turia's CA practice management software that lets firms create proforma and final invoices, apply client-specific rate cards, link invoices to the tasks or services they cover, and track payments through to collection.

Can invoices be generated directly from completed tasks?

Invoices are raised from the service/invoice workflow once a task or service is complete. Billable time and out-of-pocket expenses are added manually to the invoice before it's raised as a proforma, which the firm then converts into a final invoice and shares with the client — client details, service description, and the applicable rate come through from the client's record rather than requiring manual re-entry.

Does Turia support proforma invoices?

Yes. Firms can send proforma invoices before starting an engagement, which is useful for audits, advisory work, or any assignment where payment terms need to be confirmed upfront.

Can I set different billing rates for different clients?

Yes, through client-specific rate cards. Each client's agreed pricing is stored against their record, so invoices reflect the correct rate automatically instead of relying on manual lookup.

How does Turia track outstanding payments?

Through a client-wise outstanding report that shows real-time balances owed per client, alongside a client-wise collections report that shows payment patterns over time, so follow-ups can be based on actual data rather than memory.

What is Multi Billing Organization in Turia?

It's a Growth-plan feature that lets a firm issue invoices under more than one legal or billing entity — useful for firms running separate tax and audit practices, or multiple partnerships, without maintaining a second billing setup outside Turia.

Is invoicing included in every Turia plan?

Invoice and billing is a core module on both the Starter and Growth plans. Multi Billing Organization specifically is part of the Growth plan.

Does Turia's invoicing connect to timesheets?

Turia's timesheet feature tracks billable versus non-billable hours against each task. That logged time can be added manually to the invoice workflow when raising a proforma invoice for a time-based engagement, keeping billing aligned with actual work logged rather than requiring a separate time-tracking export.

Can invoices be emailed to clients directly from Turia?

Yes, invoices can be sent to clients by email directly from the platform, without needing to export and send them through a separate email client.

Is there a free trial to test the invoicing feature?

Yes, Turia offers a 7-day free trial with no credit card required, so firms can test invoice generation, rate cards, and collections reporting against real clients before subscribing.

Final thoughts

Billing delays rarely come from a firm not caring about cash flow — they come from invoicing being one extra manual step removed from where the work actually happens. By keeping billing time and expenses, proforma invoices, and final invoices inside the same workflow as service delivery, applying the correct client rate automatically, and surfacing outstanding balances without a spreadsheet, Turia's invoicing feature closes the gap between finishing an engagement and getting paid for it.

If billing friction is a recurring pain point at your firm, it's worth reading how automated billing improves collections more broadly, or exploring client management and timesheet tracking to see how the surrounding modules connect.