MSP billing for block hours and retainers
SOC Tally bills blocks of hours and retainers automatically. Time comes in from your PSA or time tracking, is drawn from each client’s block, and anything over it is billed.
What makes it hard.
- 01
Blocks run out unnoticed
Time over the block only gets billed if someone tracks what’s left.
- 02
Time sits in another tool
Hours have to be pulled from tickets or time tracking and matched to each client.
- 03
Clients question hours
An hours line needs to show what was used and what was left.
Set up once. Invoice every month.
What you get.
Hours, collected
Support time gathered every month and matched to each client.
The block drawn down
What was used and what’s left, applied every month.
Time over billed
Hours past the block billed at the contract’s rate.
Retainers on the same invoice
Fixed retainers alongside hours and everything else, with your PSA or without one.
Nothing goes out until you say so.
Nothing goes out without you
Every invoice waits for your approval. Check each line and how it was worked out, then send it through your PSA or let SOC Tally send it.
Every change on record
A full history of every change, from a contract’s terms to corrected hours, so you can always see what changed and when it took effect.
Each client kept apart
Every client’s data kept separate, so one client’s contract, numbers and invoices never mix with another’s.
Only what billing needs
SOC Tally only uses the information it needs for billing. It takes the counts each contract bills on, never the contents of your logs.
Other ways in.
Questions we get asked.
Does unused time roll over?
Each block follows its contract’s terms, including whether unused hours roll over.
Can a client see what’s left in their block?
Yes. The invoice shows the hours used, what was left and anything billed over it.
Can a retainer and an hours block go together?
Yes. Both can sit on the same contract and the same invoice.
Simplify next month’s MSP billing.
Tell us how you bill, and we’ll show you where revenue slips past your invoices.