CA Cloud Desk Logo
CA Cloud Desk

Billing Management

Comprehensive guide for practice billing, invoicing, receipts, and ledger management.

Setup

Configure billing settings, tax rules, and invoice templates for your practice.

Guide

Add new Branch

Manage multiple branch offices and their specific billing configurations.

Guide

Invoice

Create and manage professional tax invoices for your clients and services.

Guide

Proforma

Generate proforma invoices before final billing for client approval.

Guide

Receipt

Record payments received from clients and issue official payment receipts.

Guide

Ledger

Track client-wise outstanding balances, payments, and complete billing history.

Guide

Adjustment

Make adjustments to invoices or ledgers for discounts, corrections, or waivers.

Guide

CN/DN

Issue Credit Notes and Debit Notes for returns, price changes, or corrections.

Guide

Reports

Generate comprehensive billing reports, GST summaries, and collection analytics.

Guide