Invoicing Specialist

Job description

Position Overview: The Invoicing Specialist is responsible for accurate and timely customer invoicing related to managed service agreements, recurring contracts, and service ticket activity. This role works primarily in ConnectWise and NetSuite , ensuring all billable services are properly captured, invoiced, and aligned with customer terms. The ideal candidate is highly detail-oriented, process-driven, and experienced in a high-volume MSP billing environment. Key Responsibilities: Agreement & Recurring Billing · Generate and process monthly recurring invoices for managed service agreements in ConnectWise · Ensure billing aligns with contract terms, pricing schedules, and service bundles · Maintain accurate agreement billing setups, including additions, removals, and renewals Service Ticket Invoicing · Review service tickets for completeness, accuracy, and billable status · Invoice time, materials, and project-related services based on approved ticket activity · Partner with service delivery teams to resolve billing discrepancies or missing documentation System & Invoice Management · Sync invoicing activity between ConnectWise and NetSuite to ensure proper financial posting · Maintain clean billing data and ensure invoices are coded correctly to customers and services · Support invoice delivery workflows and respond to customer billing inquiries Sales Order & Project Billing · Take point on the transition from Sales to Operations by creating Sales Orders and structural Billing Agreements. · Execute monthly billing for all active projects, managing the complexities of both Fixed Fee milestones and Time & Materials (T&M) projects. · Generate and process all sales orders & project invoices daily. Credit Memo Processing · Credit Requests: Working with CSM & approvers to identify & process credits · Identify Route Cause: fix any underlying cause, if applicable, in customer agreements · Credit Memo Reporting: Maintain the credit memo database & produce monthly report Process Improvement & Controls · Assist in improving invoicing accuracy, cycle times, and standard billing procedures · Support month-end close activities related to invoicing and deferred revenue · Ensure compliance with internal controls and documentation standards Skills & Competencies · High-volume invoicing accuracy · Strong organizational and communication skills · Comfortable working cross-functionally with operations and finance · Proficiency in Excel and billing analytics Qualifications: Technical Skills • 2+ years of hands-on invoicing or billing experience, preferably in a service company environment • Experience working with accounting or billing software Connectwise • Familiarity with MSP or recurring revenue billing environments preferred • Basic understanding of accounting principles and revenue recognition • Account reconciliation experience a plus • Microsoft Office proficiency — Excel, Word, Teams • Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience) Additional Skills : • Strong attention to detail and numerical accuracy • Ability to follow and consistently adhere to documented SOPs • Meets deadlines, especially during month-end close • Strong verbal and written communication skills • Customer-first mindset when handling billing inquiries • Ability to manage multiple tasks simultaneously and prioritize effectively • Ability to work both independently and collaboratively within a team Benefits: · Competitive salary · Comprehensive health benefits · Unlimited paid time off · Opportunities for professional growth and development · Collaborative and supportive team environment Harbor IT is a leading Managed Service Provider (MSP) specializing in delivering cutting edge Cybersecurity, IT, and Cloud Services to a diverse portfolio of clients. We pride ourselves on our commitment to excellence, innovation, and customer satisfaction. Harbor IT is backed by investment firm Worklyn Partners since 2022 and has built a national platform through acquisition and rapid organic growth. Our mission is to manage our clients’ technology and mitigate their cyber risks, so that they don’t have to.