Kaseya® BMSFinance & 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