Invoicing Specialist

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.

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

The pay range for this role is:

60,000 - 73,000 USD per year (Remote (United States))