Practice Invoicing — From the System That Tracks the Work
Raise and share invoices from the same system that tracks the work. Build invoices from fee lines and eligible expenses, with GST rules, numbering, and bank details applied automatically. Download a PDF, send it on WhatsApp with delivery visibility, and sync with Finexo Books when connected.
Billing That Starts Where the Work Already Lives
Every part of the invoice — fee lines, GST, PDF, delivery — built around how Indian CA firms actually bill for compliance work.
Create from fee lines + eligible expenses
Build an invoice from the fee lines already sitting against a client's work, and pull in eligible expenses at the same time — instead of retyping amounts from a task list into a separate billing tool.
- Fee lines pulled from client work
- Eligible expenses added to the same invoice
- No re-entry between systems
GST rules, numbering & bank details
Invoices apply your firm's GST rules, follow sequential numbering, and carry the bank details clients need to pay — set once at the firm level, not fixed by hand on every invoice you raise.
- GST rules applied automatically
- Sequential invoice numbering
- Bank details on every invoice
Download as PDF
Every invoice is available as a PDF the moment it's raised — ready to attach, print, or file, without exporting from a separate accounting tool first.
- One-click PDF download
- Ready to send or file immediately
- No export step from another tool
Track paid & cancelled invoices
See which invoices are paid and which are cancelled without cross-checking a bank statement against a spreadsheet — status lives on the invoice itself, not in someone's memory.
- Paid status recorded on the invoice
- Cancelled invoices tracked, not deleted
- One place to check outstanding fees
Sync with Finexo Books
When Finexo Books is connected, invoices raised in PMS sync across automatically — so your books reflect practice billing without a second data-entry pass at month-end.
- Automatic sync when Books is connected
- One source of truth for invoice data
- Less month-end reconciliation work
Send on WhatsApp, see delivery
Send the invoice PDF straight to a client on WhatsApp — the channel they actually check — and see whether it was delivered instead of guessing if an email landed in spam.
- Invoice PDF sent directly on WhatsApp
- Delivery visibility on every send
- Fewer 'did you get the invoice?' calls
Billing shouldn't start from a blank invoice — it should start from the work you already tracked.
A disconnected billing tool doesn't know what your team completed this month. Finexo does — because it's the same system logging the fee lines, expenses, and tasks your invoice is built from.
How Invoicing Works
Four steps from completed work to a paid, tracked invoice — no separate billing app in between.
Pick fee lines & expenses
Select the completed work and any eligible expenses you want to bill the client for — no separate spreadsheet to total up first.
GST, numbering & bank details apply
Finexo fills in GST, the next sequential invoice number, and your firm's bank details automatically.
Download the PDF or send on WhatsApp
Get an instant PDF, or send it straight to the client on WhatsApp and see when it's delivered.
Track paid, cancelled & synced status
Mark invoices paid or cancelled, and see them reflected in Finexo Books automatically when it's connected.
Frequently Asked Questions
How does invoicing work in Finexo PMS?
You build an invoice from the fee lines already tied to a client's work and any eligible expenses, and Finexo applies your firm's GST rules, sequential numbering, and bank details automatically. From there you can download a PDF, send it on WhatsApp, and track whether it's paid or cancelled — all from the same system tracking the work.
Does Finexo apply GST automatically to practice invoices?
Yes. Invoicing applies your firm's GST rules, sequential numbering, and bank details automatically on every invoice, so you're not manually re-entering the same compliance details each time you bill a client.
Can clients receive invoices on WhatsApp?
Yes. You can send the invoice PDF directly to a client on WhatsApp instead of relying on email, and Finexo shows delivery visibility so you know it actually reached them — not just that it was sent.
Does invoicing sync with Finexo Books?
When Finexo Books is connected, invoices raised in PMS sync across automatically, so your books reflect practice billing without a second manual entry pass at month-end.
How do I track which invoices are paid or cancelled?
Every invoice carries a status — paid or cancelled — recorded directly on it, so you can see outstanding fees across clients in one place instead of reconciling a bank statement against a spreadsheet.
Related Features
Ready to Bill From the Work You Already Track?
Raise GST invoices from fee lines and expenses, send them on WhatsApp, and track paid status — without a separate billing tool to keep in sync.