Streamline Your Billing Process With Kaseya BMS Automated Posting & Invoice Creation

Billing can be a headache. It’s time-consuming, repetitive and prone to human error — especially when you’re manually posting line items, generating invoices and creating PDFs. But what if you could automate the entire process and free up valuable time?

With the latest Automated Posting & Invoice Creation feature in Kaseya BMS, we’re making billing easier than ever. This enhancement gives you more control, flexibility and efficiency in your invoicing workflows, eliminating tedious manual tasks and ensuring accuracy every step of the way.

Automate what matters: More control, less work

Previously, Kaseya BMS had three automation options for billing. Now, with improved naming, added descriptions and two additional Action Types or Workflows, you have even more flexibility in customizing your billing workflows.

The five billing automation Action Types:

1. Post Line Items for Invoice Creation (Previously Post > Billing): Automates posting of line items for invoice creation.
2. Post Line Items and Generate Invoices (Previously Post > Billing > Invoices): Automates both posting line items and generating invoices.
3. Complete Billing: Post, Create Invoice and Generate PDF (Previously Generate Invoice PDF): Automates posting, invoice creation and PDF generation.
4. Create Invoices from Ready-to-Bill Items (New): Automates invoice generation of previously posted line items.
5. Generate Invoice PDFs (New) – Automates the creation of PDF copies of previously generated invoices.

By breaking down these tasks into separate automation actions, you gain full control over your billing process and can tailor automation to your specific needs.

Why this matters for your business

• Save time and reduce manual work: Instead of spending hours manually posting line items and generating invoices, let automation handle it. Your team can now focus on higher-value work instead of repetitive administrative tasks.
• Improve accuracy and reduce errors: Billing mistakes can lead to delays and disputes. Automating invoice creation ensures consistency, accuracy and timely billing, reducing human error and improving cash flow.
• Flexible workflows for every business need: Not all businesses want to automate the entire process. Some only want to post line items, while others just need invoice PDFs. With these new automation types, you get to choose exactly how you want to streamline your billing.
• A competitive edge in IT billing: Billing automation has long been a major selling point for Kaseya BMS, setting it apart in the PSA market. Unlike other solutions, BMS gives you true end-to-end automation for your invoicing workflows, ensuring you stay ahead in efficiency and operational excellence.

Get started with automated billing today

With the latest enhancements, automating your billing in Kaseya BMS is easier than ever. Simply navigate to your billing automation settings, select the workflow that suits your needs and let BMS handle the rest. Say goodbye to tedious manual invoicing and hello to a faster, more reliable and fully automated billing process.

Want to see it in action? Book a demo with one of our product experts and experience the power of automated billing with Kaseya BMS.