Features → Billing
Capture every billable minute. Get paid faster.
Persistent timers that don't lose hours to context switching. Recurring billing that auto-charges. Estimates that convert to projects with one click. QuickBooks sync that actually works. The whole time-to-cash loop, in one tool.
What you get
A billing engine that handles the three things every MSP needs: capture every billable minute (one-click timers, ticket-attached time entries, project task billing), generate invoices reliably (recurring templates, T&M roll-ups, mixed models per customer), and get paid (Stripe cards + ACH, auto-charge, dunning sequences). It syncs to QuickBooks Online and Desktop without the export-CSV-and-pray ritual.
Capabilities
One-Click Time Tracking
Persistent timers run in the background while you work — no separate stopwatch app. Multiple timers per tech for context-switching. Timer pauses on idle. Tickets and project tasks both accept time directly.
Timesheet Approvals
Configurable approval routing: tech submits, manager approves, billing posts. Bulk approve. Reject with note. Locked timesheets become billable; unlocked timesheets stay editable.
Fixed-Fee + Recurring + T&M
Mixed billing models on the same customer. Recurring monthly retainers auto-generate invoices. T&M tickets accumulate billable time. Fixed-fee projects bill on milestones. Multiple billing rates per customer or contract.
Recurring Invoices
Templates for monthly retainers, license seats, ongoing managed services. Auto-send on schedule. Auto-charge stored Stripe payment methods. Failed-charge retries with customer notification.
Estimates & E-Signature
Quote-to-invoice in one workflow. Send estimates with e-signature via SignNow, PandaDoc, or BoldSign. Approved estimates convert to invoices automatically.
Service Contracts & Retainers
Block-hour retainers and managed-services contracts with consumption tracked against ticket time. Renewal dashboard surfaces what's expiring in the next 30/60/90 days.
QuickBooks Sync (Online + Desktop)
Bidirectional sync with QBO via REST API — customers, vendors, invoices, payments, items, credits, and tax codes all flow in both directions. QuickBooks Desktop via QBWC connector. Per-connection inventory mappings so you can move between QBO and QBD without re-mapping items. No CSV exports, no manual reconciliation.
QuickBooks Drift Detection
If someone edits an invoice or estimate inside QuickBooks after it syncs from OriginPSA, the next round-trip flags the divergence. Banner appears on the invoice/estimate detail page with the diff so you can decide which side is right — instead of finding out at audit time.
Multi-Currency (Enterprise)
Per-customer default currency. Per-estimate and per-invoice override. Daily FX rates auto-fetched from open.er-api.com with cross-rates for every supported pair. Reports roll up multi-currency totals correctly. Works with QuickBooks: QBO requires Multi-Currency on in the realm; QBD currency names map automatically.
Stripe Payments (Cards + ACH)
Customers pay invoices online via Stripe Elements — cards plus US bank ACH. Auto-charge stored methods on recurring billing. PCI scope is SAQ-A — your team never sees raw card data.
Customer Statements & Aging
Send aged-receivable statements on a schedule. Export A/R aging. Configurable dunning sequences (email at 30/60/90 days). Write-off workflow with A/R exclusion for clean reporting.
Who this is for
- MSPs leaking billable time.Persistent timers reduce the “forgot to log it” tax. Approval workflows ensure every billable hour gets reviewed. Unbilled time reports surface what slipped through.
- MSPs with mixed billing models.Same customer might have a recurring managed-services retainer, a T&M project this quarter, and a fixed-fee implementation in flight. OriginPSA bills all three correctly without a spreadsheet.
- MSPs migrating off ConnectBooster. Native Stripe (cards + ACH) integration replaces the third-party billing plugin most ConnectWise shops bolt on. One vendor, one bill, one place to debug failed charges.
How it compares
ConnectWise + ConnectBooster + ConnectWise Sell + a separate QuickBooks integration is the typical legacy stack — multiple vendors, multiple bills, multiple sync points. When something breaks at month-end, you have four support teams to call.
OriginPSA collapses time tracking, invoicing, recurring billing, payments, and QuickBooks sync into one module on one bill. The time entered on a ticket flows to an invoice flows to a payment flows to QuickBooks — no exports, no reconciliations, no finger-pointing between vendors.
Pricing & availability
Time tracking, invoicing, and Stripe payments are included on Starter ($29/user/month). Recurring billing, QuickBooks sync, and e-signature integrations are Professional ($49/user/month) and above. Custom approval workflows for invoicing are Enterprise ($79/user/month). See the pricing page for the full matrix.