Make Billing Easy With Pulseway PSA’s Automated Posting & Invoicing

Make Billing Easy With Pulseway PSA’s Automated Posting & Invoicing

Let’s be honest — billing can be a real time-waster. It’s repetitive, tedious, and prone to mistakes, especially when you’re stuck manually posting line items, creating invoices, and generating PDFs.

But what if you could automate all that and get back hours of your day?

With Pulseway PSA’s new Automated Posting & Invoice Creation feature, billing just got a whole lot easier. We’re talking less manual work, fewer errors, and more time to focus on what really matters.

Take control of your billing — with less work

Pulseway PSA already had some billing automation in place, but we’ve leveled it up. We’ve gone from three automation options to five, improved the naming, and added clear descriptions so you can customize your billing workflows exactly how you want.

Here’s what’s new in Action Types

• Post Line Items for Invoice Creation (previously Post > Billing): Automatically posts line items so they’re ready for invoicing.
• Post Line Items and Generate Invoices (previously Post > Billing > Invoices): Posts line items and generates invoices in one go.
• Complete Billing: Post, Create Invoice & Generate PDF (previously Generate Invoice PDF): The full package — post line items, create the invoice, and generate the PDF.
• Create Invoices from Ready-to-Bill Items (new): Skip the line item posting and go straight to invoice creation.
• Generate Invoice PDFs (new): Just need a PDF? This creates it without posting or generating invoices.

With these options, you get full control over your billing process. Automate everything or just the parts that make sense for your business.

This is important for your business because you can:

• Save time and reduce manual work: Stop spending hours on tasks that PSA can handle for you. Let automation take care of the boring stuff so you can focus on higher-value work.
• Cut down on billing mistakes: Manual billing leaves room for errors — and errors can lead to awkward conversations with clients. Automating invoice creation keeps everything accurate and consistent, so you can avoid disputes and keep cash flow steady.
• Customize workflows to fit your needs: Whether you want to automate the whole billing process or just parts of it, Pulseway PSA gives you the flexibility to choose. From posting line items to creating PDFs, you can tailor the workflow to match your business.
• Get an edge in IT billing: Billing automation has always been a standout feature in Pulseway PSA, but with these new options, you’ll be even more efficient. It’s a simple way to stay ahead in the PSA market.

Start automating your billing today

Ready to streamline your billing process? Head to your billing automation settings in Pulseway PSA, pick the workflows that fit your business, and let PSA do the rest.

No more manual invoicing, no more wasted time — just simple, efficient billing.

Want to see it live? Book a demo with one of our product experts and check out how Pulseway PSA can make billing easier than ever.