PraxiOS
LandlordOS
HOAOSInvoiced, paid and outstanding
Every invoice with its status, total, amount paid and balance, plus totals for the period. CSV export.
PraxiOS Billing
Invoicing and billing for
accounting firms
PraxiOS builds multi-line invoices, tracks what every client has paid, with budget and A/R aging reports for what's still outstanding. PraxiOS records payments you receive by check, ACH or card elsewhere; it does not process payments itself.
- Every plan
- Payments recorded, not processed
- CSV export
Example PraxiOS billing report for Q1 2026 across all clients: one invoice partially paid, one paid and one issued, with $18,240 invoiced, $14,670 in payments recorded and $3,570 outstanding.
Key facts
- What's covered
- Invoices with line items, payment recording, client budgets, recurring service records and billing reports
- Payments
- Recorded, not processed: PraxiOS has no card or ACH processing and no online “pay now” for clients
- Invoice status
- Issued, then Partially paid or Paid, updated automatically as you record payments
- Reports
- Billing, A/R aging and budget vs invoiced; CSV export for billing and A/R aging
- Not yet
- A time-entry screen or timer
- Who can use it
- Billing, budgets and reports are limited to Managers and Admins
- Price
- Included in every plan, from $299/mo for up to 5 users
Time
Does PraxiOS track time?
Not yet. PraxiOS doesn't have a timer or a screen for logging hours today. Each job does carry a billing type (hourly, fixed fee, retainer or no charge), estimated hours and, for fixed-fee work, the fee, so you can price an invoice line from the job. Hourly work is billed as hours times your rate on the invoice line you write.Invoices
How do you create an invoice in PraxiOS?
You pick the client, add as many lines as you need — each a description, a quantity and a unit price — and PraxiOS totals them. PraxiOS suggests an invoice number, sets the due date 30 days out by default (you can change it), and lets you download each invoice as a PDF to send to the client.
Worked example: a partnership return
- Create the invoice for Northfield Dental. It's saved as Issued, due in 30 days.
- Add three lines. A fixed fee is quantity 1 at the fee; per-unit work is a count times a price; hourly work is hours times your rate.
- PraxiOS totals the invoice: $2,400 + $600 + $770 = $3,770.
- Record a $2,000 ACH payment when it arrives. The status becomes Partially paid and $1,770 shows as outstanding.
- Record the remaining $1,770 and the status becomes Paid.
Payments
Does PraxiOS process payments?
No. PraxiOS records payments; it doesn't collect them. Your client pays the way they already do — check, ACH, card through your own processor — and you record the payment against the invoice with its date, amount, method and a reference such as a check number.
An invoice can take several payments. After each one, PraxiOS adds up what's been paid and sets the status to Partially paid or Paid, and the billing and A/R aging reports show the outstanding balance.
What PraxiOS does and doesn't do with payments
- Does
- Records date, amount, method and reference against an invoice; handles partial payments; updates the status; reports paid and outstanding totals
- Doesn't
- Charge cards or bank accounts, send a payment link, hold funds, or reconcile with your bank or accounting software
- Statuses you'll see
- Issued → Partially paid → Paid
- Past due
- The A/R aging report shows days past due in buckets: current, 1–30, 31–60, 61–90 and 90+ days
Budgets & recurring services
How do budgets and recurring services work?
A budget in PraxiOS is a dollar amount for a client over a period, such as $8,000 for the 2026 calendar year. The budget report compares it with what you've invoiced that client in the same period, so you can see which engagements are running ahead of plan.
Service subscriptions record the recurring services a client is on — for example, monthly bookkeeping at $450 — with a billing cadence, price, start and end dates, and whether it's active. They're a record of the arrangement: PraxiOS doesn't generate invoices from them automatically.
Reports
Which billing reports does PraxiOS include?
PraxiOS includes billing reports, each filtered by date range and, where it makes sense, by client or staff member. Billing and A/R aging can be exported to CSV for your accounting software or a spreadsheet.
Who owes what, and for how long
Unpaid balances grouped as current, 1–30, 31–60, 61–90 and 90+ days past due. CSV export.
Budget vs invoiced
Each client budget next to what's been invoiced in its period.
Open work per person
Each staff member's open and overdue work, side by side.
Inside PraxiOS
See it in the app.
Real PraxiOS screens, with demo data loaded.
Real PraxiOS screens with demo data; names and figures are made up.
Can clients pay invoices online through PraxiOS?+
No. PraxiOS doesn't process card or ACH payments and doesn't send payment links. Clients pay the way they do today, and you record each payment against the invoice in PraxiOS so the status and outstanding balance stay current.
Does PraxiOS sync invoices with QuickBooks or Xero?+
No. PraxiOS has no accounting-software integrations or public API today. You can export the billing and A/R aging reports to CSV and download each invoice as a PDF.
Can PraxiOS bill both fixed fees and hourly work?+
Yes. Each PraxiOS invoice line is a quantity times a unit price, so a fixed fee is one line at the fee and hourly work is the hours at your rate. Jobs also carry a billing type of hourly, fixed fee, retainer or no charge.
Does PraxiOS create recurring invoices automatically?+
No. PraxiOS records each client's recurring services, with cadence and price, but you create the invoices yourself. PraxiOS does generate recurring work items automatically from templates; that applies to jobs, not invoices.
Who in my firm can see invoices and billing reports?+
Only users with the Manager or Admin role. In PraxiOS, billing, budgets and reports are restricted to those roles, so staff accountants can work on clients without seeing what the firm charges them.
Does billing cost extra in PraxiOS?+
No. Invoicing, payment recording, budgets and billing reports are included in every PraxiOS plan, which starts at $299 a month for up to 5 users.
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