Simplified Finance Management
Practive brings together the tools you need to manage clients, tasks, compliance work
documents, billing, communication and your team from one centralized platform.
TRUSTED BY 2,000+ CHARTERED ACCOUNTANTS
Creating invoices for multiple clients, services and assignments can become time-consuming when billing is managed through separate records.
Practive helps you create and manage invoices for tasks, service packages, retainer, expenses and custom entries.
Keep billing information organized and manage related receipts, payments and outstanding amounts in one place.
Create invoices for different billing requirements using the relevant client and service details. With Practive, you can generate invoices for tasks and completed assignments, service packages and retainers, client-related expenses, and custom billing entries.
Generate invoices instantly when tasks are completed. Practive connects task completion with your billing workflow, helping you reduce manual invoice creation and speed up the billing process. This feature helps CA firms bill for completed assignments without unnecessary delays.
Save time by selecting multiple tasks and generating invoices in just two clicks. Instead of creating invoices individually, process billing for selected tasks through a streamlined workflow. This is especially useful for CA firms handling multiple client assignments and recurring compliance work.
Set up automatic billing for supported workflows to reduce repetitive invoice creation. Configure billing schedules such as weekly, monthly, quarterly or yearly, where applicable. Practive can automatically generate invoices when configured task-completion conditions are met.
Simplify billing with consolidated invoicing in Practive. Create a single invoice for multiple clients, bringing billing information together in one place and making invoice management more efficient.
Create credit notes against invoices to maintain clear billing records and document invoice adjustments. Keep related billing information organized for future reference.
If your firm operates through multiple billing entities, Practive lets you add and manage them from one dashboard. Organize billing according to the relevant entity and your firm’s billing requirements.
Share invoices with clients instantly via email, SMS, or WhatsApp by clicking the Share button.
Recording payments accurately is an important part of managing client accounts. Practive helps you create receipts,
record payment details and track how received amounts are adjusted against invoices.
Generate receipts with the required payment details and maintain records of amounts received from clients.
When clients make payments through a supported payment gateway, receipts can be created automatically according to the configured payment workflow.
Adjust receipt amounts against relevant invoices to track settlement status and understand which invoices have been paid or remain outstanding.
Record payment methods used by clients, including cash, UPI, cheque, and bank transfer. Maintain organized payment records according to your firm’s requirements.
Manage expenses alongside your firm’s billing activities. Practive helps you record expense details
and organize supporting information for client-related and internal office spending.
Record expenses paid on behalf of clients and include eligible expenses in invoices when required.
Maintain records of internal office expenses to get a clearer view of your firm's spending.
Create and manage expense categories to classify entries and make expense records easier to review.
Maintain relevant expense details and attachments alongside expense entries to keep supporting information organized.
Practive includes additional billing tools to help you review client accounts, prepare quotations, export data and collect payments online.
Select a date range to view client ledger information. You can also print or download ledgers for your records and review relevant client transactions.
Create professional quotations, including proforma invoices, and track their status as accepted or rejected.
Export supported billing data in XML format for import into Tally. The export workflow supports clients, services, invoices and receipts, helping you transfer relevant records into your Tally environment.
Connect supported payment gateways such as Razorpay, PayU or PhonePe to accept online payments from clients. Online payments can help simplify collection and connect payment activity with your billing workflow.
Billing is closely connected with the services you provide, the work your team completes and the expenses you manage.
Practive connects billing with other features of CA Practice Management Software.
Connect billing with task-based work, instant invoice generation on task completion and bulk invoicing for selected tasks.
Maintain client information and related service and pricing details.
Manage fixed-fee service arrangements, billing schedules and related task and invoice tracking.
Organize client and task-related documents alongside your firm’s work.
Review available billing information and related activity to maintain better visibility into your firm’s operations. This connected workflow helps reduce dependence on separate records for client work and billing.
Create invoices efficiently using instant invoice generation, bulk invoicing and configured automatic billing workflows.
Manage invoices, receipts, credit notes, quotations and expenses in one platform.
Settle receipts against invoices and review relevant client billing information.
Organize client expenses and internal office spending with categories and supporting details.
Use client ledgers and billing records to review relevant transactions.
Manage billing alongside client services, tasks and retainer arrangements.
Billing and invoicing software helps Chartered Accountants manage invoices, receipts, expenses, quotations, client balances and payment records through a centralized system.
Yes. Practive supports invoices for tasks, packages, expenses and custom billing entries.
Yes. Practive can generate invoices instantly when tasks are completed, helping CA firms reduce manual billing work.
Yes. Practive lets you select multiple tasks and generate invoices in just two clicks, simplifying billing for multiple assignments.
Yes. Practive supports configured automatic billing schedules and invoice generation based on task-completion conditions in applicable workflows.
Yes, you can create a single consolidated invoice for multiple clients through supported Billing Profile configurations, helping simplify billing and keep invoice records organized.
Yes. You can create receipts, record payment modes and settle receipt amounts against invoices to track billing status.
Yes. Practive supports client-related expenses, office expenses, expense categories and supporting attachments.
Yes. Practive supports XML export for importing supported clients, services, invoices and receipts into Tally.
Yes. Practive supports payment gateway integrations such as Razorpay and PhonePe for online client payments.
Yes. Practive lets you add and manage multiple billing entities from one dashboard.
Yes. You can select a date range and view, print or download client ledger information.
Bring invoicing, receipts, expenses, client ledgers and online payments together in one platform.
