Invoicing Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Invoicing Specialist managing recurring, project, ticket, and credit memo billing for Harbor IT’s managed IT services. Maintaining accurate ConnectWise and NetSuite financial workflows.
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
- Create Sales Orders and structural Billing Agreements during the transition from Sales to Operations
- Execute monthly billing for all active projects, including Fixed Fee milestone and Time & Materials projects
- Generate and process all sales orders and project invoices daily
- Work with CSMs and approvers to identify and process credit requests
- Identify and fix underlying causes of credits in customer agreements
- Maintain the credit memo database and produce monthly reports
- 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
Requirements:
- 2+ years of hands-on invoicing or billing experience, preferably in a service company environment
- Experience working with accounting or billing software, including 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)
- Strong attention to detail and numerical accuracy
- Ability to follow and consistently adhere to documented SOPs
- Ability to meet 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
Similar Jobs
Junior Urban Development Specialist
Junior Urban Development Specialist bei syte, einem Münsteraner PropTech-Unternehmen für KI-gestützte Immobilienanalysen. Erstellung digitaler Machbarkeitsstudien und Kundenanalysen zu Bauprojekten.
Radiological Safety Officer, RSO
Radiological Safety Officer managing radiation safety, AERB licensing, and worker protection. Supporting Siemens Healthineers’ Bengaluru medical-device manufacturing and regulatory operations.
Radiological Safety Officer – RSO
Radiological Safety Officer overseeing AERB licensing, radiation protection, and worker safety for Siemens Healthineers’ Bengaluru medical-device manufacturing facility.
Promotional Order Specialist
Promotional order specialist managing end-to-end customer orders for DCX, a BPO serving U.S. small and medium-sized businesses. Coordinating suppliers, clients, production proofs, and order records.
Market Development Agronomist Intern
Agronomy intern supporting WinField United seed and crop protection products through research, analysis, and sales agronomic insights. Completing an 11-week summer project with local teams.
Utilization Management Behavioral Health Professional
Behavioral health utilization management clinician reviewing care criteria and coordinating services for Humana members. Louisiana-based remote role supporting managed care determinations.
Part-Time Faculty, Doctorate of Social Work Mentor
Part-time doctoral social work mentor guiding Capella University learners through asynchronous GuidedPath courses. Providing research feedback, committee participation, and timely academic support.
Part-Time Faculty, Social Work
Part-time social work faculty teaching asynchronous GuidedPath courses at Capella University. Mentoring doctoral learners, evaluating assignments, and serving on doctoral committees.
Docketing Specialist
Remote Patent Docketing Specialist managing domestic, foreign, and PCT patent prosecution deadlines. Supporting attorneys and legal teams at Ballard Spahr, a national U.S. law firm.
Recovery Access Specialist
Recovery Access Specialist serving as Groups’ first contact for members seeking outpatient substance use disorder treatment. Conducting intake assessments, answering clinical questions, and scheduling EMR appointments.
Recovery Access Specialist
Recovery Access Specialist serving as the first member intake touchpoint for Groups’ outpatient substance use disorder treatment. Conducting assessments, answering calls, and scheduling EMR appointments.
Employee Engagement Specialist
Employee Engagement Specialist using SQL, Python, and surveys to improve workforce engagement at Nielsen. Designing listening strategies, analyzing HR data, and implementing culture programs.
Debit Card Dispute Specialist
Debit card dispute specialist resolving debit card and Zelle claims for Illinois community bank. Ensuring Regulation E compliance, reviewing chargebacks, and preparing operational reports.
Debit Card Dispute Specialist
Debit Card Dispute Specialist investigating debit card and Zelle disputes for community bank First American Bank. Ensuring regulatory compliance, processing chargebacks, and preparing operational reports.
Debit Card Dispute Specialist
Debit card dispute specialist investigating debit card and Zelle disputes for community bank First American Bank. Ensuring Regulation E compliance, chargeback accuracy, and card operations reporting.
Needs Assessment Coordinator – Part Time
Needs Assessment Coordinator screening potential clients and coordinating admissions, referrals, and transportation. Supporting Pyramid Healthcare’s addiction treatment and behavioral healthcare services remotely on weekends.
Senior Chargeback Dispute Specialist
Senior Chargeback Dispute Specialist managing POS, eCommerce, and BLIK disputes for Nexi’s digital payments business. Applying scheme regulations and supporting operational training in a remote Polish role.
RFID Practice Lead
RFID Practice Lead driving AbeTech’s RFID and IoT solutions growth, architecture, and delivery. Leading solution architects, sales support, vendor partnerships, and technical standards.
WFM Support Coordinator
INFOR Time & Attendance coordinator supporting system administration, payroll data accuracy, testing, and training. Helping Mondelēz International deliver global snack brands through HR technology operations.
Senior Specialist
Senior Site Contracts Specialist negotiating clinical trial agreements, budgets, and amendments for Worldwide Clinical Trials, a global clinical research organization. Managing site contracting risks, compliance, and execution.