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CSA (CONVERSATIONAL SERVICE AUTOMATION)
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Interface
Navigate through a user-friendly interface designed for ease. Preview invoices before generating them and edit directly within the preview interface, ensuring every invoice is perfect before it reaches your customer.
Payment
Customize payment for specific work roles based on the type of work performed, whether it’s for meetings, training sessions, or any other activity, making every invoice just for the service offered.
Contracts
Simplify complexity with the ability to manage multiple contracts for the same customer. Assign a default contract to streamline tickets, projects, and activities, ensuring billing clarity and reducing administrative overhead.
Fixed contracts
Move beyond time-tracking with fixed contracts. Offer straightforward billing options that don’t rely on timesheets, perfect for services with predetermined scopes and deliverables.
Choose from various templates to match every customer’s needs, ensuring consistency across the invoices.
Effortlessly integrate custom or predefined products and expenses into tickets and invoices, maximizing billing accuracy.
Automatically apply the correct taxes to keep your invoices compliant and accurate without the extra hassle.
Easily apply and customize discounts directly on your invoices or add them to the billing templates, making special offers a breeze.
Get a clear overview of your financials with detailed invoice cards, making complex data simple to understand.
Choose from various templates to match every customer’s needs, ensuring consistency across the invoices.
Effortlessly integrate custom or predefined products and expenses into tickets and invoices, maximizing billing accuracy.
Automatically apply the correct taxes to keep your invoices compliant and accurate without the extra hassle.
Easily apply and customize discounts directly on your invoices or add them to the billing templates, making special offers a breeze.
Get a clear overview of your financials with detailed invoice cards, making complex data simple to understand.
Quickly access all billable items within tickets and tasks in one place, streamlining the invoicing process.
Save time with bulk invoice generation and client updates, scaling your operations effortlessly.
Ensure security and efficiency by controlling module access based on user roles.
Set up recurring invoices and contracts for hassle-free, consistent billing cycles.
Keep track of every invoice with our intuitive status system, reducing errors and disputes.
Go global with multi-currency support and make every invoice uniquely yours with custom MSP branding.
Stay ahead of payments with automated reminders through email and timeline tracking.
Stay informed with immediate notifications for draft invoices and overdue payments, keeping your finances on track.
