Turia Invoice Feature: Simplifying Billing for CA Firms

Introduction

Efficient billing and invoicing are crucial for Chartered Accountant (CA) and Company Secretary (CS) firms to ensure smooth financial operations. Turia’s Invoice feature, a core component of its CA Practice Management Software, helps automate and streamline the invoicing process.

This blog will guide you through navigating the Invoice feature, its functionalities, and practical use cases for your firm.

Navigation: Accessing the Invoice Section

1️⃣ Login to Turia – Access your Turia account securely.

2️⃣ Go to ‘Invoice’ Section – Locate it in the main menu on the dashboard.

3️⃣ View Invoices – Track invoice status, payment updates, and client billing details.

4️⃣ Create Invoices – Click "Create Invoice" to generate professional invoices detailing services, costs, and due dates.

Key Features of Turia’s Invoice Management

1️⃣ Invoice Creation

✅ Generate New Invoices – Input client details, services, quantities, rates, and applicable taxes.

✅ Customizable Templates – Maintain a professional brand identity with editable invoice formats.

✅ Recurring Invoices – Automate recurring payments for regular services.

2️⃣ View & Track Invoices

✅ Monitor all invoices in one place with essential details:

1. Invoice ID, draft/invoice status
2. Customer details, service provided
3. Invoice & due date, total amount, payment status, and task status
4. ✅ Payment Tracking – Log received payments and track outstanding amounts.

3️⃣ Delivery & Payment Management

✅ Send Invoices via Email – Directly send invoices with customized messages for clients.

✅ Automated Payment Reminders – Reduce manual follow-ups with auto-reminders for overdue invoices.

Use Case: How Turia's Invoice Feature Enhances CA Firm Efficiency

Imagine handling multiple clients with different billing cycles. With Turia’s Invoice feature, you can:

✔ Automate invoice creation and delivery.

✔ Track payments & manage outstanding invoices efficiently.

✔ Set up recurring invoices for monthly services like accounting, ensuring timely invoicing without manual intervention.

This enhances efficiency, reduces manual effort, and improves client satisfaction.

Conclusion

The Turia Invoice feature is a must-have tool for CA firms looking to streamline billing, improve financial operations, and enhance productivity. By automating invoices, tracking payments, and centralizing invoice management, your firm can focus more on high-value client services.

📅 Schedule a Free Demo Today to experience seamless billing with Turia’s Invoice Feature!