Transform tracked time, fixed-fee tasks, and expenses into accurate invoices. Birdview PSA allows you to automate your entire billing cycle, from time and expense tracking to invoicing, in one unified platform.
With Birdview PSA, you can seamlessly convert billable work into accurate invoices and eliminate revenue leakage from unbilled time. Reduce administrative overhead in the invoicing process and gain complete visibility into your project financials from estimate to payment.
Manage the entire billing cycle in one place, from logging time and expenses to generating invoices.
Capture all billable time and expenses to ensure nothing falls through the cracks with intelligent workflows.
Track billables, actuals, and project costs in real time to stay on top of budgets, forecast revenue, and make informed decisions.
Choose the billing approach that best reflects your agreement with the client.
Ensure all logged hours are correct and approved before invoicing.
Include all project-related expenses that need to be billed to clients.
Bring it all together to generate client-ready invoices.
Once the invoice is sent, Birdview PSA makes it easy to monitor its status.
You can configure tax names and rates in the invoice settings. Once set up, these taxes can be applied to individual line items during invoice creation, ensuring accurate billing.
Yes, Birdview PSA allows you to preview invoices to see how they will appear as a PDF or printed document. This helps ensure all details are correct before sharing with clients.
Absolutely. You can add personalized messages in the invoice footer, such as payment instructions or terms. Additionally, there's a 'Note' section for internal comments that won't be visible to the client.
Invoices can have the following statuses: Draft, Invoiced, Paid, and Voided. These statuses help track the invoice's progress through the billing cycle.
Yes. Birdview supports integrations with popular financial platforms, including QuickBooks. You can export invoices or sync data for streamlined accounting and faster approvals.
In Birdview PSA, billing rates can be predefined for each role across the organization. If needed, you can also apply custom rates using rate cards tailored to specific projects, clients, or scenarios.
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