14.1. MSP Billing Dashboard: Contracts, Invoicing, Tax Rates, and Service Catalog

The Billing Dashboard is the central workspace where MSPs run every revenue activity — from authoring contracts and generating invoices to maintaining the service catalog, tax rates, and usage data. Open it whenever you need to bill clients, configure pricing, review draft invoices, or export financials to your accounting system.

Sidebar groupings

When you click Billing in the main sidebar, the navigation switches into a billing-specific mode. A Back to Main link sits at the top, and the destinations are organized into five sections.

Contracts

Item	Purpose
Contract Templates	Build reusable contract templates that standardize your offerings.
Client Contracts	Create and manage active billing contracts for each client.
Contract Line Presets	Define the billing model, services, and default rates that copy into a contract when a preset is applied.

Invoicing

Item	Purpose
Invoicing	Generate, review, and finalize invoices for due billing periods.
Invoice Layouts	Customize the appearance and layout of generated invoices.
Billing Cycles	View client billing schedules and jump to per-client cycle configuration.
Service Periods	Inspect recurring billing period schedules grouped by schedule key.

Quotes

Item	Purpose
Quotes	Draft, send, and track customer quotes through approval.
Quote Templates	Build reusable quote templates for common deals.
Quote Layouts	Customize the appearance and layout of outgoing quotes.

Pricing

Item	Purpose
Service Catalog	Create and manage the billable services your MSP sells.
Products	Maintain the product catalog used on contracts and quotes.
Tax Rates	Configure tax rates by region for downstream invoice calculation.

Tracking & Reports

Item	Purpose
Usage Tracking	Record and review consumption data for usage-based billing.
Reports	View contract performance and revenue reporting.
Accounting Exports	Build export batches for QuickBooks, Xero, and other accounting systems.

How the sections relate

The dashboard mirrors the operational order MSPs follow to take a service from offering to invoiced revenue.

Define what you sell in Service Catalog and Products so every billable item has a canonical record.
Create reusable presets in Contract Line Presets that capture the billing model — fixed fee, hourly, or usage-based, with optional bucket overlays — and default rates.
Build contracts in Client Contracts, optionally starting from Contract Templates, to assign presets and pricing to specific clients.
Set billing cycles in Billing Cycles so each client is invoiced on the cadence that fits their contract.
Generate invoices in Invoicing when billing periods become due.
Review and send invoices from the Drafts and Finalized sub-tabs inside Invoicing, then export to accounting when finalized.

Quick reference

To create a new contract for a client, go to Contracts > Client Contracts and click Create Contract (wizard) or Quick Add (simple form).
To generate invoices for due billing periods, go to Invoicing > Generate.
To review draft invoices before sending, go to Invoicing > Drafts.
To manage your service offerings, go to Pricing > Service Catalog.
To set up tax rates, go to Pricing > Tax Rates.
To track usage for consumption-based services, go to Tracking & Reports > Usage Tracking.
To export invoice data to QuickBooks or Xero, go to Tracking & Reports > Accounting Exports.
To leave the billing workspace, click Back to Main at the top of the sidebar.

Where to go next

14.2. Tenant Billing Settings — currency, numbering, tax defaults, and renewal behavior that govern the whole tenant.
14.3. Service Catalog — author the services that flow into presets and contracts.
14.4. Tax Rate Configuration — set regional tax rates referenced by invoices.
14.5. Client Billing Settings — per-client overrides for tax, currency, invoice delivery, and the billing cycle that drives invoice generation.
14.6. Creating Client Contracts — attach pricing to a client through the contract wizard or Quick Add.
14.7. Contract Lines, Presets, and Examples — model the lines that determine what a contract bills.
14.8. Pricing Schedules — apply scheduled rate changes to existing contracts.
14.9. Contract Renewals — manage end-of-term renewals.
14.10. Quoting — produce, send, and convert customer quotes.
14.11. Understanding Service Periods — understand recurring period schedules tied to contracts.
14.12. Generating Invoices — run invoice generation for due periods.
14.13. Managing Draft and Finalized Invoices — review, edit, and finalize invoices before sending.
14.15. Usage Tracking — capture consumption for usage-based services.
14.17. Accounting Exports — push finalized invoice data to external accounting systems.
14.18. What Are Invoice Layouts — customize the look and feel of invoices clients receive.

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