Agreement Additions Tab

The Additions tab is where you attach products to an agreement and control how they bill. Each addition becomes a line item on the agreement invoice. Invoice sequence is determined first by parent vs. child agreement order, then by the Sequence field on each addition.

Note: Additions are taxed as products by default. To tax only specific portions, configure tax code exceptions and set the Product Type accordingly.

Why use additions instead of the billing amount field

The Billing Amount field on the Agreement screen is a single flat value. Additions give you more control:

• Show each product’s description on the invoice, giving customers a breakdown of what they’re paying for.
• Enter a Unit Cost per product for gross profit reporting — useful for managed software, licensing fees, or RMM subscriptions.
• Split revenue across multiple GL accounts by product category.
• Auto-update device counts when integrated with an RMM tool.
• Track usage-based billing (printed pages, backup storage, etc.).
• Charge a one-time setup fee by setting the Effective Date and Cancelled Date within the same billing period.
• Include serial numbers for covered devices on the invoice.
• Keep a full history of billing changes using effective and cancelled dates — without recreating the agreement.

Note: Bundle Class products cannot be used as agreement additions.

Additions list view

The list view shows all additions on the agreement with these columns:

Column	What it shows
Sequence	Display order on agreement invoices
Effective	Date the addition became active for billing
Cancelled	Date the addition stopped billing
Product ID	Product identifier
Description	Product invoice description
Quantity	Total quantity
Price	Unit price
Ext Price	Total Quantity × Unit Price
Prorate Price	Prorated price, if applicable
Bill	Checked if marked billable
Tax	Checked if marked taxable
Margin	Extended Price minus Extended Cost
Level	Company and agreement name for child agreement additions
Agreement Status	Current status of the agreement
Recurring Revenue	Recurring revenue from converted opportunities or sales orders
Recurring Cost	Recurring cost from converted opportunities or sales orders
Addition Status	Active, Inactive, Cancelled, or Expired
Purchase Item	Checked if the product flows to purchasing when invoiced
Drop Ship	Checked if the product is drop shipped
Special Order	Checked if the product is a special order
Serial #	Product serial number
Cost	Unit cost
Ext Cost	Total Quantity × Unit Cost

Toolbar actions

• Add Multiple Products — Select multiple products to add as additions in a single step.
• Create Misc Invoice — Creates a one-off invoice to bill additional quantities of an existing addition. Does not affect the Recurring Invoicing Parameters total. Prorate Cost or Prorate Price values must be entered manually on the miscellaneous invoice.

Note: Create Misc Invoice does not remove a prorate item from the Agreement Invoicing screen.

• Update Custom Field — Updates custom fields on selected records. All selected records must share the same custom field for the change to apply.
• Add Additions to Invoice Group — Assigns selected additions to an Invoice Group.

Additions pod fields

Select a Product ID in the list view, or select New Item, to open the Additions pod.

Field	Description
Product ID	The product to add to the agreement.
Description	Default description pulled from the product record.
Total Quantity	Quantity of the product on this agreement.
Less Included	Reduces the Total Quantity. Useful when an RMM tool reports a device count that includes devices not covered by this agreement.
Quantity to Bill	Total Quantity minus Less Included. This is what gets invoiced.
Unit Price	What you charge the customer. Defaults from the product table; adjust per agreement.
Unit Cost	Your cost. Used for gross profit reporting. Adjust per agreement to reflect actual licensing fees, RMM costs, or other direct costs. Exclude labor — labor costs pull from Member Cost in Member Maintenance.
Taxable	Marks the addition as taxable.
Effective Date	The date billing starts. Set to the first day of the billing month for full-month billing. Must be on or after the next invoice date.
Cancelled Date	The date billing stops. Set to the last day of the billing month. Leave blank to bill indefinitely.
Serial Number	Serial number(s) of the covered device.
Opportunity	Links the addition to an opportunity.
Product Invoice Description	The description printed on the customer invoice. Pulls from the product’s Customer Description; edit here to customize per agreement. Limit: 6,000 characters.
Sequence	Controls the order this addition appears on agreement invoices.
Bill Customer	Options: Billable, Do Not Bill, No Charge.
UOM	Unit of Measure. Defaults from the product; can be changed per agreement.
Ext. Price	Quantity to Bill × Unit Price. Calculated automatically.
Ext. Cost	Total Quantity × Unit Cost. Calculated automatically.
Margin	Ext. Price minus Ext. Cost. Calculated automatically.
Drop Ship	Marks the addition for drop shipping. Carries over to the Purchasing screen when the agreement invoice is created. Available for non-inventory and inventory products.
Special Order	Marks the addition as a special order. Enables special pricing, keeps the product separate, or creates a demand for in-stock inventory. Available for non-inventory and inventory products.
Purchase Item	Sends the product to the purchasing module once an invoice is created from the Agreement Invoicing tab. Available for inventory and non-inventory products.
Prorate Price	Prorated price. Appears only when the addition is prorated.
Prorate Cost	Prorated cost. Appears only when the addition is prorated.
Ext Prorate Price	Total Quantity × Unit Price (prorated).
Ext Prorate Cost	Total Quantity × Unit Cost (prorated).

Note: Products added to the Additions tab flow to purchasing only when invoices are created — not when the addition is saved. If you have inventory on hand and want to create a purchasing demand immediately, select the Special Order checkbox.

Note: When an Effective Date falls in a period that has already been invoiced, ConnectWise will not generate an invoice for that period. To recover the missing amount, create a miscellaneous invoice and set the Apply To field to this agreement.

Prorate a new agreement

Use this when a client contract starts mid-month and you need to bill only for the days the agreement was active.

1. Go to Finance > Agreements, and select New Item.
2. Create the agreement. On the Agreement Maintenance screen, ensure Prorate Agreement is selected in the Recurring Invoicing Parameters pod.
3. Select Save.
4. Go to the Additions tab and select New Item.
5. In the Product ID field, select the recurring product to prorate.
6. In the Effective Date field, enter the date you want billing to start.
7. Leave Cancelled Date blank to bill at the full amount starting next month. Enter a Cancelled Date only if the addition should stop after the prorated period.
8. Select Save.

Upgrade or downgrade an existing agreement

Use this when a client adds or removes licenses mid-billing cycle. The process cancels the old addition and creates a new one at the updated price or quantity.

Note: Integrations such as ConnectWise Automate, cloud billing (Unite), and others can update addition records automatically. These steps cover the manual process.

1. Go to Finance > Agreements, and open the agreement.
2. Select the Additions tab.
3. Select the addition to upgrade or downgrade.
4. In the Cancelled Date field, enter the last day of the last month you want to bill at the current amount.
5. Select Save.
6. Select New Item to create a replacement addition.
7. In the Effective Date field, enter the first day of the first month you want to bill at the new amount. If the new addition starts mid-month, follow the prorate steps above.
8. Update Unit Price and Unit Cost to reflect the new amounts.
9. Select Save.