Invoicing Specialist

Summary

Harbor IT is a managed service provider specializing in cybersecurity, IT, and cloud services. The Invoicing Specialist is responsible for accurate and timely customer invoicing across managed service agreements, recurring contracts, service tickets, sales orders, and projects using ConnectWise and NetSuite. The role also supports credit memo processing, billing controls, month-end close activities, and process improvement.

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
• 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
• 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

• • 2+ years of hands-on invoicing or billing experience, preferably in a service company environment
• • Experience working with accounting or billing software Connectwise
• • 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
• • Familiarity with MSP or recurring revenue billing environments preferred
• • Account reconciliation experience a plus
• • Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)

Qualifications

Must Haves

• • 2+ years of hands-on invoicing or billing experience, preferably in a service company environment
• • Experience working with accounting or billing software Connectwise
• • 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

• • Familiarity with MSP or recurring revenue billing environments preferred
• • Account reconciliation experience a plus
• • Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)

Benefits

• Comprehensive health benefits
• Unlimited paid time off
• Opportunities for professional growth and development
• Collaborative and supportive team environment