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Top 10 MSP Billing Blunders (EP 949)
Manage episode 523667563 series 3297061
Uncle Marv unveils his “Top 10 MSP Billing Blunders” drawn from years of running an IT services company, talking with peers, and swapping stories in the MSP community.
- Learn how treating billing as a scheduled, recurring task prevents missed invoices.
- See why vague “services rendered” invoices confuse clients and delay payment.
- Implement “no work without a ticket” so every action is documented and billable.
- Use PSA, RMM, and tools like Domotz and Action1 as your time and device source of truth.
- Tighten discounts with clear terms, end dates, and regular margin reviews.
- Avoid underpriced flat‑fee or “all you can eat” agreements by understanding usage risk.
- Keep MSAs, SOWs, and PSA data in sync so invoices match contracts and counts.
- Build recurring processes to handle new users, devices, and added services like deeper 365 tenant management.
- Take ownership of inventory and retired devices so billing reflects actual protected assets.
- Design invoices that list counts, services, and selected ticket highlights clients recognize.
- Offer flexible payment methods (checks, cards, ACH) without undermining your pricing.
- Gain confidence to price like a top MSP instead of leading with “we’re cheaper.”
Cast your vote for the 2025 Podcast Awards: https://www.itbusinesspodcast.com/p/2025-podcast-awards/
=== Links from the Show
- Domotz: https://www.domotz.com
- Microsoft 365: https://www.microsoft.com/microsoft-365
- Action1: https://www.action1.com
- Podnutz Network: https://podnutz.com
=== SPONSORS:
- Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
- Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
- Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
- Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
- Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
- Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
- Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready
=== SHOW MUSIC:
- Item Title: Upbeat & Fun Sports Rock Logo
- Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
- Author Username: AlexanderRufire
- Item License Code: 7X9F52DNML
SHOW INFORMATION:
- Website: https://www.itbusinesspodcast.com/
- Host: Marvin Bee
- Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
- Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
595 episodes
Top 10 MSP Billing Blunders (EP 949)
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Manage episode 523667563 series 3297061
Uncle Marv unveils his “Top 10 MSP Billing Blunders” drawn from years of running an IT services company, talking with peers, and swapping stories in the MSP community.
- Learn how treating billing as a scheduled, recurring task prevents missed invoices.
- See why vague “services rendered” invoices confuse clients and delay payment.
- Implement “no work without a ticket” so every action is documented and billable.
- Use PSA, RMM, and tools like Domotz and Action1 as your time and device source of truth.
- Tighten discounts with clear terms, end dates, and regular margin reviews.
- Avoid underpriced flat‑fee or “all you can eat” agreements by understanding usage risk.
- Keep MSAs, SOWs, and PSA data in sync so invoices match contracts and counts.
- Build recurring processes to handle new users, devices, and added services like deeper 365 tenant management.
- Take ownership of inventory and retired devices so billing reflects actual protected assets.
- Design invoices that list counts, services, and selected ticket highlights clients recognize.
- Offer flexible payment methods (checks, cards, ACH) without undermining your pricing.
- Gain confidence to price like a top MSP instead of leading with “we’re cheaper.”
Cast your vote for the 2025 Podcast Awards: https://www.itbusinesspodcast.com/p/2025-podcast-awards/
=== Links from the Show
- Domotz: https://www.domotz.com
- Microsoft 365: https://www.microsoft.com/microsoft-365
- Action1: https://www.action1.com
- Podnutz Network: https://podnutz.com
=== SPONSORS:
- Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
- Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
- Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
- Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
- Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
- Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
- Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready
=== SHOW MUSIC:
- Item Title: Upbeat & Fun Sports Rock Logo
- Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
- Author Username: AlexanderRufire
- Item License Code: 7X9F52DNML
SHOW INFORMATION:
- Website: https://www.itbusinesspodcast.com/
- Host: Marvin Bee
- Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
- Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
595 episodes
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