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Billing for MSPs
MSP billing software, wired directly to the RMM and PSA.
Recurring contracts auto-count billable assets off the live agent fleet. Invoices push to QuickBooks Online or FreeAgent (Xero coming soon). Voids unwind the credits, the period counters and the accounting-side invoice in one step. No spreadsheets.
The MSP billing run is the worst part of the month. You export endpoint counts from the RMM, paste them into a spreadsheet, reconcile against the PSA contracts, raise invoices in your accounting tool, then chase the two that did not get sent. Every month. Every MSP. We did this for seventeen years and decided to fix it.
In OpsMerge, the billable asset count comes from the same live database the RMM populates. The contract line knows its billable category. The invoice line knows its quantity snapshot. The accounting tool knows it got pushed. The audit trail is automatic.
Read the deep dive on billing · See the QuickBooks sync · Quotes that spawn invoices
- Auto-counted assets
Recurring contract lines count billable assets off the live RMM fleet. Quantity snapshot writes to the invoice line for audit. Manual override supported.
- QuickBooks & FreeAgent push (Xero coming soon)
Native UK QuickBooks Online and FreeAgent integrations, with Xero on the roadmap. Tax computed server-side via tax-code mapping. Per-realm throttling, OAuth refresh, retry-on-5xx.
- Void with full reversal
Voiding a paid invoice releases CDR claims, reverses applied credits, rolls back recurring period counters and marks the accounting invoice for void or credit note. One action.
- Atomic quote acceptance
Client accepts a quote and OpsMerge writes the invoice and opens the project ticket in one transaction. No copy-paste between tools.
A real workflow
The monthly billing run, in four steps
- 01
Agents check in
Endpoints report across the month. Asset rows update with hostname, OS, billable category.
- 02
Contract lines count
Billing day arrives. Each recurring line counts its billable assets off the live fleet and writes a quantity snapshot.
- 03
Invoice generated
Invoice writes with snapshotted lines and VAT computed from mapped tax codes. Pushes to QuickBooks Online in the same step.
- 04
Invoice sent
PDF goes to the client. Payment lands in QuickBooks Online, the webhook tells OpsMerge, and the invoice closes itself.
Billing questions
What MSPs ask before they switch billing systems
How does asset-based auto-billing work?
Recurring contract lines count billable assets off the live RMM fleet on billing day. The quantity snapshot is written to the invoice line so you have an audit trail. Manual override is supported per line.Which accounting tools do you integrate with?
QuickBooks Online and FreeAgent today, both via native OAuth; Xero is coming soon. The integration handles tax mapping, throttling, OAuth refresh and retry-on-5xx. Tax is computed server-side via tax-code references.Do you take a cut of customer payments?
No. OpsMerge generates the invoice and emails it. Your client pays you the way they always have — BACS, card, cheque, whatever your accounting setup supports. We do not insert a payment processor between you and your customer.What happens when I void a paid invoice?
Voiding releases CDR claims, reverses applied credits, rolls back recurring period counters and marks the QuickBooks invoice for void or credit note. One action, full reversal.Can I bill in advance and in arrears?
Both. Per contract and per line. Mix as needed.Which currencies are supported?
GBP at GA on the EU cell, with USD on the US cell as pricing rolls out there. EUR later.
Run the billing engine against your real data
The beta lets you import contracts, map tax codes and run a parallel month against your current process. Tell us what you bill on today.