CA Invoice & Billing Software
The work is done, the client is happy, and the invoice is still sitting in someone's head instead of their inbox. Here's how Turia's invoicing feature closes that gap.
Last reviewed 25 August 2026
Quick Answer
Turia's invoicing feature lets CA firms create proforma and final invoices with client-specific rate cards, add billable time and expenses to the same workflow used for service delivery, and track collections and outstanding balances client by client. Invoicing, including Multi Billing Organization support for firms with more than one billing entity, is included on every Turia plan.
The Invoice That Never Gets Sent
A return gets filed, an audit wraps up, a compliance task closes, and the invoice for it sits untouched for another two weeks. Not because anyone forgot the client owes money, but because raising the invoice means opening a separate billing tool, re-typing the scope of work from memory, checking what rate applies to that client, and hoping the GST details are right. In a busy CA or CS firm juggling dozens of clients and even more line items, that friction adds up to real, quantifiable delay between finishing work and getting paid for it.
From Task to Paid Invoice
1. Proforma invoices before work begins
For engagements that need an advance or a scope confirmation before work starts, send a proforma invoice directly to the client, useful for audit engagements, one-off advisory work, or any assignment where payment terms are agreed upfront.
2. Add billable time and expenses
Invoices are raised from the service/invoice workflow, where billable time and out-of-pocket expenses are added manually before the invoice is finalised. Client details, service description, and rate come from the client's record.
3. Client-specific rate cards
Different clients often pay different rates for the same service. A rate card per client means invoices reflect the agreed pricing automatically, rather than relying on someone remembering what a client was quoted.
4. Billing and task reconciliation
Because invoices sit alongside the services and engagements they relate to, it's possible to see at a glance which completed work has actually been billed and which hasn't.
5. Sending, tracking, and collections
Invoices are emailed to clients directly from Turia. A client-wise collections report shows payment patterns, and a client-wise outstanding report shows real-time balances owed.
Billing Under More Than One Entity
Many CA and CS firms operate under more than one legal or billing entity, a tax practice and an audit practice, or separate partnerships for different service lines. Turia includes Multi Billing Organization functionality on every plan, letting a firm issue invoices under the correct entity without running a second, disconnected billing setup. Mixing invoices from different legal entities under one billing identity is a real compliance headache come GST filing time, and keeping them cleanly separated from the start avoids that.
We've written a longer breakdown of why CA firms end up with multiple billing organizations and how to structure that in Turia if this applies to your practice.
A Realistic Use Case
Picture a mid-sized CA firm running statutory audits, GST compliance, and advisory work across roughly 40 active clients. Historically, invoicing happened in batches once a month, when someone sat down and tried to reconstruct which tasks had actually closed since the last billing run. Two problems came up repeatedly: engagements that finished mid-month sat unbilled until the next batch, and a few clients on negotiated rates got invoiced at the wrong figure because nobody double-checked the rate card before typing the invoice.
With billing built into the same workflow as service delivery, the billing cycle changes shape. As a task closes, whoever manages that client's account can add the billable time and expenses for that engagement and raise a proforma invoice at the correct client-specific rate, without waiting for a monthly batch, then convert it to a final invoice once it's reviewed. The client-wise outstanding report gives the partner a standing view of who owes what, so follow-ups happen based on actual aging data rather than memory.
How Invoicing Fits With the Rest of Turia
Billing doesn't operate in isolation inside Turia, it's one layer in a practice management system built around task-based work.
Timesheets and billable hours
For firms billing by time rather than a flat fee per service, timesheet tracking captures billable versus non-billable hours against each task, which staff can add manually to the invoice workflow.
Client management
Rate cards, GST details, and billing history live alongside the rest of a client's record, so billing staff aren't hunting through a different system to find what they need to invoice correctly.
Reimbursements
Out-of-pocket expenses staff incur on client engagements, travel, filing fees, courier costs, are tracked through the employee reimbursement feature, useful when deciding what to pass through to a client invoice.
Task-billing integration
The underlying idea, that billing should be generated from tracked work rather than reconstructed after the fact, is the same principle behind why task management and billing need to be integrated in the first place.
100s of CA firms use Turia Practice every day
Independently reviewed by CA firms using Turia:
Related Reading
See how automated billing improves collections, or why task management and billing need to be integrated in the first place.
Final Thoughts
Billing delays rarely come from a firm not caring about cash flow, they come from invoicing being one extra manual step removed from where the work actually happens. By keeping billing time and expenses, proforma invoices, and final invoices inside the same workflow as service delivery, applying the correct client rate automatically, and surfacing outstanding balances without a spreadsheet, Turia's invoicing feature closes the gap between finishing an engagement and getting paid for it.
Frequently Asked Questions
What is Turia's invoicing feature?
It's the billing module inside Turia's CA practice management software that lets firms create proforma and final invoices, apply client-specific rate cards, link invoices to the tasks or services they cover, and track payments through to collection.
Can invoices be generated directly from completed tasks?
Invoices are raised from the service/invoice workflow once a task or service is complete. Billable time and out-of-pocket expenses are added manually before the invoice is raised as a proforma, which the firm then converts into a final invoice and shares with the client.
Does Turia support proforma invoices?
Yes. Firms can send proforma invoices before starting an engagement, which is useful for audits, advisory work, or any assignment where payment terms need to be confirmed upfront.
Can I set different billing rates for different clients?
Yes, through client-specific rate cards. Each client's agreed pricing is stored against their record, so invoices reflect the correct rate automatically instead of relying on manual lookup.
How does Turia track outstanding payments?
Through a client-wise outstanding report that shows real-time balances owed per client, alongside a client-wise collections report that shows payment patterns over time.
What is Multi Billing Organization in Turia?
It's a feature, included on every Turia plan, that lets a firm issue invoices under more than one legal or billing entity, useful for firms running separate tax and audit practices, or multiple partnerships, without maintaining a second billing setup outside Turia.
Is invoicing included in every Turia plan?
Yes. Invoice and billing, including Multi Billing Organization support, is a core module included on every Turia plan, priced as a flat annual fee based on firm size.
Does Turia's invoicing connect to timesheets?
Turia's timesheet feature tracks billable versus non-billable hours against each task. That logged time can be added manually to the invoice workflow when raising a proforma invoice for a time-based engagement.
Can invoices be emailed to clients directly from Turia?
Yes, invoices can be sent to clients by email directly from the platform, without needing to export and send them through a separate email client.
Is there a free trial to test the invoicing feature?
Yes, Turia offers a 7-day free trial with no credit card required, so firms can test invoice generation, rate cards, and collections reporting against real clients before subscribing.
Close the Gap Between Finishing Work and Getting Paid
See it on your own clients with a 7-day free trial, no credit card required.