Invoicing Specialist

company

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.

role

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