Invoice Import

Pull from QuickBooks, PSA, and other systems

Late Fees & Interest

Applied on a new invoice — never an edited one

Merchant Account Support

Authorize.net, TRXServices, and more

Customer Payment Portal

Central portal for invoices, payments, and stored cards

Clean Accounting Records

No edits, no voids, no reconciliation nightmares

💸 Late Fees & Interest — Done Right

A new invoice. Not an edited one. There’s a big difference.

When a customer pays late, the instinct is to add a fee to their existing invoice — in QuickBooks, in the PSA, or both. But editing a sent invoice triggers a cascade of problems: your PSA creates a line item on the next cycle, QuickBooks adds it to an invoice the customer never saw, the customer pays short, and now you’re chasing a discrepancy that neither system created cleanly.

MSP Mesh Map issues a separate invoice for late fees and interest charges. The original invoice stays intact. Accounting records stay clean. The customer receives a clear, standalone document they know they owe.

• You choose — send a new late fee invoice or include interest charges on the next billing cycle as a separate item
• Original invoices are never modified — no voids, no credit memos, no reconciliation rabbit holes
• Configurable late fee rules — flat fee, percentage, tiered by days overdue, or custom per customer
• Interest calculations — daily or monthly, applied against the outstanding balance automatically
• Clear paper trail — every fee invoice links back to the original, visible in both the portal and your accounting system

🖥️ Customer Payment Portal

One place for every invoice. Customers pay, store cards, and see their full history.

Stop sending customers to three different places to find invoices, make payments, and update billing information. MSP Mesh Map’s customer portal consolidates everything — invoices from your PSA, charges from your vendors, late fee invoices, and payment history — in one branded, customer-facing portal they actually use.

• All invoices in one place — from your PSA, QuickBooks, and MSP Mesh Map consolidated in a single view
• Saved payment methods — customers store card or ACH details securely, reducing friction on every billing cycle
• Self-service payments — customers pay on their schedule, directly through the portal
• Payment history and receipts — full transaction history available without calling your billing team
• Invoice-level detail — customers can drill into any invoice and see the service and location breakdown
• Your branding — the portal reflects your company, not a generic third-party payment page

🏦 Merchant Account Support

Use the merchant account you already have. Not one we chose for you.

Most billing platforms lock you into their payment processor. MSP Mesh Map connects to your existing merchant account — so you keep your rates, your relationships, and your control over how payments are processed. Your money moves through your account, not ours.

• Authorize.net — full support for card-present and card-not-present transactions
• TRXServices — integrated payment processing for credit, debit, and ACH
• More processors coming — additional merchant account integrations being added based on MSP demand
• Tokenized card storage — customer payment methods stored securely via your processor’s tokenization
• Automatic payment matching — payments reconcile against open invoices automatically

📥 Invoice Import & Sync

Pull invoices from where they already live. Don’t rebuild them.

Your invoices already exist — in QuickBooks, in your PSA, or both. MSP Mesh Map imports them into the customer portal without requiring you to recreate your billing workflow from scratch. The portal becomes a layer on top of your existing systems, not a replacement for them.

• QuickBooks — open invoices imported and presented in the customer portal automatically
• PSA invoices — billing from ConnectWise, Autotask, Syncro, Rev.io, and others pulled in alongside QuickBooks
• MSP Mesh Map invoices — vendor-consolidated and custom bundle invoices generated natively and included
• Unified customer view — customers see all outstanding and historical invoices in one place, regardless of source
• Payment status sync — when a customer pays in the portal, status updates flow back to QuickBooks and the PSA

Your accounting system stays authoritative. The portal is the customer-facing window into it.

⏱️ Missed Billable Time

You already did the work. You just didn’t bill for it yet.

Every MSP has time that disappears between the work being done and the invoice going out. A remote session that didn’t get a ticket. A phone call that lasted 45 minutes and resolved the issue. A Teams thread that turned into de-facto support. Your team handled it — but no one billed it.

MSP Mesh Map scans your activity logs — remote tool sessions, communication records, phone logs — and attempts to match them to existing tickets. When it can’t find a match, it surfaces the gap so your team can review and bill it before the month closes.

• Remote sessions — unlinked sessions from your RMM get flagged and matched to open tickets automatically where possible
• Phone calls and Teams chats — activity outside the ticketing system gets surfaced, not silently dropped
• Ticket matching intelligence — the system looks for the right ticket; when it can’t find one, your team decides
• AYCE profitability tracking — for All-You-Can-Eat agreements, see exactly how much time you’re putting in vs. what you’re charging
• T&M time recovery — for Time & Materials billing, surface every hour that was worked but never tied to a billable entry
• Employee utilization reporting — see how your team’s time actually breaks down across customers, agreements, and billing types

Invoice import, payment sync, and clean two-way record keeping without editing existing transactions.

Full support for card-present and card-not-present transactions through your existing merchant account.

Credit, debit, and ACH processing integrated directly — your rates, your account, your relationship.

No More Reconciliation Nightmares

Late fees go on new invoices. Original invoices stay intact. QuickBooks and your PSA stay in sync without manual corrections, voids, or credit memo chains that nobody can untangle later.

Customers Pay Correctly, the First Time

When customers can see every invoice — including late fees — in one place and pay directly, short payments and missed charges drop significantly. No more chasing a $12 discrepancy for three weeks.

Your Merchant Account, Your Rates

Keep the processing rates you’ve negotiated. Keep your banking relationships. MSP Mesh Map connects to your existing account — you don’t switch processors to use the platform.

A Portal Customers Actually Use

One URL. All invoices. Stored payment methods. Full history. Customers stop calling to ask for invoice copies, check payment status, or update their card — and your billing team gets their time back.