IT managed services
Handle billing, usage, and agreement updates
Billing usually slows down when agreements, license counts, time entries, invoices, usage reports, and client messages do not tell the same story, or when license counts change, agreement terms update, or invoice review is due. Imagine keeps those sources in view, prepares a billing summary, usage exception, and client message draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the PSA and accounting system, so billing changes are visible and explainable.
The manual reality today
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01
Billing can start with status hunting
agreements, license counts, time entries, invoices, usage reports, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next billing touch arrives late
When license counts change, agreement terms update, or invoice review is due, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The billing trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the billing sources
Imagine watches agreements, license counts, time entries, invoices, usage reports, and client messages for new activity, stale items, and changes that affect the work.
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02
Build the billing packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue billing for review
Imagine drafts a billing summary, usage exception, and client message draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the billing decision
After review, approved actions are recorded in the PSA and accounting system with the context, approver, and timestamp preserved.
Works with the tools you already run
- ConnectWise PSA
- Autotask
- QuickBooks Online
- Xero
- Pax8
- Stripe
What changes
The billing queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around billing stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about billing take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle billing?
Imagine watches agreements, license counts, time entries, invoices, usage reports, and client messages, spots when license counts change, agreement terms update, or invoice review is due, and prepares a billing summary, usage exception, and client message draft for review. Approved actions sync back to the PSA and accounting system with the supporting context attached.
Can billing stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the PSA and accounting system is updated.
Where does Imagine update billing status?
This workflow can connect to systems such as ConnectWise PSA, Autotask, QuickBooks Online, Xero, Pax8, Stripe. Imagine works on top of those tools instead of replacing the system of record.
What changes in billing?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so billing changes are visible and explainable.