Invoicing Specialist

Harbor IT

8h•$31 - $35

About The Position

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.

Requirements

2+ years of hands-on invoicing or billing experience, preferably in a service company environment
Experience working with accounting or billing software (NetSuite or ConnectWise a plus)
Familiarity with MSP or recurring revenue billing environments preferred
Basic understanding of accounting principles and revenue recognition
Microsoft Office proficiency — Excel, Word, Teams
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

Nice To Haves

Account reconciliation experience a plus
Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)

Responsibilities

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
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
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
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.
Working with CSM & approvers to identify & process credits
Fix any underlying cause, if applicable, in customer agreements
Maintain the credit memo database & produce monthly report
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