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

- Ab