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Kaseya® BMS™Finance & Billing
Finally. A Finance & Billing Solution for Today’s MSP
Simplify billing by automatically creating invoices from time entry and expense reports, and integrating with accounting software like QuickBooks®.
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Stay on top of Your Finances - Bills & Invoices
Kaseya BMS is the Next-Gen billing & invoicing solution, that is built on a modern mobile platform that provides:
- Fast deployment of new services
- Web-based access anywhere, any time
- Virtually unlimited scalability
- Flexible reporting
- Open integration with major RMM and accounting systems
Finance
Finance module includes specialized dashlets highlighting important financial concerns.
- Revenue by Client
- Revenue Still To Invoice Current Month
- Contracts Expiring Next 90 Days
- Roles and rates for your employees
- Work types
- Services and their unit price
- Expense categories for employee billing
Billing & Invoicing
Kaseya BMS lets you bill your clients on time, based on:
- Expenses added to a ticket or project
- Recurring Service Contracts
- Fixed Price Contract Milestones (ex – Deposit or Final Project Payment)
- Retainer Hour Contracts (some call them Block Hours) and more.
Kaseya BMS Invoices feature lets you manage all your invoices and generate new invoices, where batch generation is also supported. You can also make adjustments before creating the final invoice and sending to your client or transferring to QuickBooks:
- Add additional information to Line items or a Note on Invoice
- Adjust Quantity or Unit Price
- Apply a Discount – a dollar or percentage amount
- Attach Receipts (that flowed through system to final invoice)
- Add any additional attachments
One Solution For Your Complete Business Management
Kaseya BMS is a next-generation business management solution that was built specifically to help MSPs spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management.
PROJECT MANAGEMENT
Effectively staff projects and get real-time project status reports, while also improving forecasting through comprehensive project management
TIME & EXPENSE TRACKING
Get accurate, real-time data on time and expenses by company, project and employee – no more estimating needed!
FINANCE & BILLING
Simplify billing by automatically creating invoices from time entry and expense reports, and integrating with accounting software like QuickBooks®.
INVENTORY
Track inventory, procurement or vendor issues in real-time so you can always stay on top of any issues that come up, as well as make better plans in the future.
CRM
Maximize your relationships with customers and prospects by keeping track of current accounts, new revenue possibilities, and all past communications in one, simple-to-use system.
SERVICE DESK
Spend less time tracking tickets and more time making clients happy with a complete help desk and ticketing solution.