PSA billing accuracy: reviewing time and correcting charges before and after invoicing
For service coordinators, senior technicians and team leads who review time in a PSA before it is billed, and who answer customers when an invoice is questioned. It builds on 'Time, notes and contracts that bill correctly', which covers entering time and the agreement types. Here you'll review unposted time and spot entries that will bill wrongly, calculate hours to bill from minimums, increments, rates and multipliers, reconcile a prepaid block or retainer, choose the right correction depending on whether an item is unposted, charged or already invoiced, and reply to a billing dispute with evidence. Examples use Syncro, Autotask and HaloPSA documentation; your own PSA's settings and your company's billing procedure decide the details. Ends with a supervisor-graded billing review of a synthetic month.
- Level
- Intermediate
- Length
- About 100 minutes
- Contents
- 5 lessons · final exam
- Status
- Published · updated 10 Oct 2026
Skills you'll practise
- Identify time entries that will bill incorrectly when reviewing unposted time (agreement, work type, billable setting, duplicates and notes)
- Calculate hours to bill and the labor charge from minimums, increments, rates and multipliers
- Reconcile a prepaid block or retainer balance against the entries that drew it down
- Choose the right correction for a billing error based on whether the item is unposted, charged or already invoiced
- Write a billing dispute reply that cites the entries, the agreement terms and any correction
Course outline
- 1.Identify time entries that will bill incorrectlyLesson · 17 min
- 2.Calculate hours to bill and the labor chargeLesson · 17 min
- 3.Reconcile a prepaid block or retainer balanceLesson · 16 min
- 4.Choose the right correction for a billing errorLesson · 16 min
- 5.Write a billing dispute reply with evidenceLesson · 14 min
- 6.PSA billing accuracy: reviewing time and correcting charges before and after invoicing: knowledge checkKnowledge check · 14 questions
- 7.PSA billing accuracy: reviewing time and correcting charges before and after invoicing: practical exerciseKnowledge check · 1 question
- 8.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Syncro documentation: Add Billable Time to a Ticket (labor rates, Charge Now, ticket timer, Labor Log)
- Syncro documentation: Prepare an Invoice from Ticket Charges (Not Charged, Charged and Invoiced statuses; Undo Charge; Delete)
- Syncro documentation: Specify Labor Type Time Requirements (minimum time entry and increments; Actual Time vs Billable Time)
- Syncro documentation: Work with Prepay (Block) Hours
- Syncro documentation: Create a Contract (contract pricing, non-billable labor)
- Syncro documentation: About the Invoice Details Page (draft and published invoices, invoice actions including Refund)
- Autotask PSA Help: Factors that determine hourly rates
- Autotask PSA Help: Time to Money: Contracts (block hours, retainers, overages, multipliers)
- Autotask PSA Help: Time to Money: Work Types (billable settings, rate methods, minimum and maximum hours)
- Halo guides: Pre-Pay (deduction order, recalculating billing, manual adjustment, Periodic History)
- Halo guides: Billing Rules (rule order, agreement selection override)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.