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Customer Guide

Billing Dashboard

Billing Dashboard in CA Cloud Desk

The CA Cloud Desk Billing Module is designed to empower Chartered Accountants (CAs) and tax professionals by providing a comprehensive suite of tools to manage client billing and finances efficiently. With the comprehensive features, you can generate accurate invoices, track payments efficiently, gain valuable insights through detailed reports, and ensure financial compliance with ease. 

Billing Dashboard

To view the billing dashboard, click on the Billing option in CA Cloud Desk Partner Dashboard.

You will be redirected to the Billing Dashboard.

  • Net Outstanding Report: The O/S report provides a clear snapshot of all outstanding payments currently owed to your practice, after clicking on this Net Outstanding reports section, you will be redirected to the screen where all your outstandings will be listed.
  • Branch-Wise Report:
    Manage multi-branch operations effectively with the Branch Wise report. This report offers a comprehensive breakdown of financial activities within each branch, including:
    Total income generated by each branch
    Total billing amounts for each branch
    Total payments received by each branch
  •  
  • Billing Summary: This graph shows your Billing summary, and shows the visualization of Income and Payments so that you can analyze the cash flow of your firm.
  • Income Summary:This report gives you a quick snapshot of your overall income. 
  • Service Wise Revenue: This report helps you understand the revenue of each service. 
    You can understand which services are most popular with clients.
    How profitable each service is?
    This information helps you know which services to focus on and how to price them.
  • Top 10 Outstanding Clients: This shows the list of clients who have the most outstanding amounts, so you can identify them and take necessary measures to collect payments.

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