Invoicing Specialist

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