The Agreement Tab

Go to Finance > Agreements and select an agreement to open the Agreement tab. This is where you configure billing, coverage rules, invoicing defaults, and routing for a specific agreement. For an overview of the other tabs on an agreement, see Agreement Tabs.

You can create agreements from three places:

• Company Agreement tab — the company defaults automatically.
• Company Finance Agreement tab — the company defaults automatically.
• Agreement Search screen — you must select a company manually, then pick an agreement type.

Toolbar

Button	What it does
Agreement	Prints the agreement report.
Reconciliation	Prints the Agreement Reconciliation report.
Create Invoice	Generates the invoice for the first or next billing cycle. Grayed out if the current cycle invoice already exists.
Copy	Copies the agreement, including Additions, Work Roles, Work Types, and Attachments. Start Date, End Date, and Billing Start Date reset to today. Internal Notes and Cancel Status are excluded.

Agreement Recap Pod

Read-only fields that show the current state of the agreement. ConnectWise updates these automatically as time entries and invoices are posted.

Application Recap

Field	What it shows
Agreement Status	Active when Start Date is today or in the past.
Starting	The opening allocation in the units set on Application Units. Shows 0.00 for Unlimited agreements.
Adjustments	Net total of all entries on the Agreement Adjustment tab. Positive adjustments add to Starting; negative adjustments subtract.
Used	Units consumed. Updates when a time entry is saved (hours/amount) or when the agreement is added to a ticket (incidents). Displays as a negative number.
Remaining	Starting + Adjustments + Used. Goes negative when overruns are allowed.
Overrun	Amount charged above the limit. Zero if overruns are not allowed.
Available	Remaining plus any overrun headroom.

Invoicing Recap

Field	What it shows
Last Invoice Date	Date of the most recent agreement invoice. Updated when a miscellaneous invoice is applied — which can affect managed-services integrations that use this date to trigger addition updates.
Last Invoice Number	Invoice number of the last agreement invoice.
Last Invoice Amount	Amount of the last agreement invoice (pre-tax).
Next Invoice Date	First day of the next unbilled period. Does not appear immediately after creating the first invoice — it populates after the nightly batch job runs.
Next Invoice Amount	Pre-tax amount for the next billing cycle. Same timing caveat as Next Invoice Date.
Unbilled Periods	Count of periods not yet invoiced. Select to go to the Agreement Invoicing screen.
Unbilled Overage	Time entries that should be billed but haven’t been, including time from excluded work roles or work types. Does not include the overrun amount itself. To bill an overrun when an agreement expires or is canceled, deselect Allow overruns, then go to the Time tab, select all entries, and select Update Rates/Allocations.

Agreement Pod

Field	Notes
Agreement Name	Up to 100 characters. Prints on the invoice.
Agreement Type	Loads defaults from the Agreement Type Setup Table. You can override any setting here — changes apply only to this agreement.
Start Date	First date time can be applied to the agreement. Used to calculate the anniversary date for workflow rules. Cannot be changed after the first invoice is generated.
End Date / No End Date	After the End Date, no time can be entered against the agreement, and billing stops. If a child agreement is set to Cancel, the child must have an End Date before the parent can get one.
Location / Restrict	Used for GL account mapping. Selecting Restrict limits ticket creation to service boards with this location.
Department / Restrict	Used for GL account mapping. Selecting Restrict limits ticket creation to service boards with this department.
SLA	Overrides the default SLA for tickets tied to this agreement.
Opportunity	Required if you pay sales commissions through My Opportunities.
Customer PO	Prints on agreement invoices only — not on other invoice types.
Cancel / Cancellation Reason	Marks the agreement canceled and stops billing. Times entered on the cancellation date are still eligible to be covered. Enter a reason here or in the Internal Notes pod.

Company Pod

Displays the company, primary contact, phone, email, and site. Use the drop-downs to override any of these. If you created the agreement from the Agreement Search screen, select the company here.

Internal Notes Pod

Free-text notes that do not appear on the invoice. Use Time Stamp to append your name, date, and time to a note.

Application Parameters Pod

Controls what the agreement covers, how much, and how often.

Note: Allocation periods always start on the first day of the month for monthly, quarterly, and annual cycles — the specific Start Date day is ignored. Calendar Week cycles start on the Sunday of the week containing the Start Date. Future allocation periods are created by a nightly batch job up to 90 days in advance. Past periods must be added manually via the Agreement Adjustment tab.

Application Units

Select what the agreement covers:

• Amount — A dollar cap per period. Time, expenses, products, and sales tax can all apply. Fixed-fee tickets apply only when units are set to Amount or Incidents.
• Hours — An hour cap per period. Only covers time. Products, Expenses, and Sales Tax checkboxes are unavailable. Hours are deducted at face value — no multipliers apply (1 hour of After Hours = 1 hour deducted).
• Incidents — A ticket count cap per period. Covers time, expenses, or products per ticket. An incident is charged as soon as the agreement is selected on a ticket. Child tickets count as separate incidents.

Leaving Application Units blank means the agreement covers nothing — all time entered against it is billed.

Application Limit

• Limit To — Sets a dollar, hour, or incident cap for the period.
• Unlimited — No cap.

Note: You cannot switch an agreement between Unlimited and Limit To. Create a new agreement to change this setting.

Available Per

How frequently the allocation resets:

Cycle	Start behavior
One Time Only	Single allocation on the Start Date. The only option that prints the remaining balance on the standard invoice.
Calendar Month	Starts on the 1st of the month containing the Start Date.
Calendar Quarter	Starts on Jan 1, Apr 1, Jul 1, or Oct 1 — whichever quarter contains the Start Date.
Calendar Year	Always starts January 1.
Calendar Week	Starts on the Sunday of the week containing the Start Date.
Contract 2 weeks	Starts on the Sunday before the Start Date; recurs every 2 weeks on Sunday.
Contract 4 weeks	Starts on the Sunday before the Start Date; recurs every 4 weeks on Sunday.
Contract Quarter	Starts on the 1st of the month of the Start Date; recurs quarterly using that month.
Contract Year	Starts on the 1st of the month of the Start Date; recurs annually.

Agreement Covers

• Time — Applied immediately when a time entry is saved. Fixed-fee tickets are not covered by hours-based agreements (the fixed-fee amount applies at invoicing).
• Products — Applied at invoice creation.
• Expenses — Applied at invoice creation.
• Sales Tax — Applied at invoice creation. Only available when Application Units is Amount and the agreement type has Prepayment (reverse revenue when applied) enabled.

Other Application Parameters Fields

Field	Notes
Carryover Unused	Unused units roll over to the next period. Enter the number of days the carryover is valid in Expires In. Oldest carryover is consumed first. Not applicable to one-time or unlimited agreements.
Allow overruns	Lets the allocation go negative within the current period by borrowing from the next period, up to the specified percentage. For example, a 10-hour monthly agreement with 20% overrun allows borrowing 2 hours from next month. That 2 hours is deducted from next month’s opening balance.
Limit	The overrun percentage cap. Setting this to 0 with Allow overruns selected still prevents overruns.
Agreement Expires When Available is Zero	Closes the agreement automatically when the balance hits zero. Requires Limit To, One Time Only, and One Time billing cycle. Adjustments will not extend an expired agreement.
Charge Adjustments to Internal Company	When selected, agreement adjustments are charged to the internal company rather than the engineer. The engineer’s billable hours are not reduced. When deselected, billing dollars are adjusted proportionally across all engineers who worked for that client. Affects the Employee Time Billing and Employee Compensation Base reports.

Covered Work Roles and Work Types Pod

Use the arrow buttons to move work roles and work types between Covered and Not covered columns.

• Covered — Hours using this role or type apply against the agreement and override the member’s default role/type.
• Not covered — Time with this role or type is treated as billable. The role/type can still be selected on a time entry — it simply won’t be absorbed by the agreement.

Finance Information Defaults Pod

Field	Notes
Work Role	Defaults on tickets tied to this agreement, overriding the Work Role Setup Table default.
Work Type	Defaults on tickets tied to this agreement, overriding the Work Type Setup Table default. Agreement work types override time entry work types.
Project Type	Defaults on projects tied to this agreement.
Bill Time	Billable, Do Not Bill, No Charge, or No Default. Overrides system defaults when set. Leave as No Default if you want other setup tables to control billing behavior.
Bill Expenses	Same options as Bill Time, applied to expenses.
Bill Products	Same options as Bill Time, applied to products.

Note: The billability hierarchy from highest to lowest priority: Finance tab on service ticket > Agreement Custom Work Type > Agreement Type Custom Work Type > Bill Time on the agreement > Service Board Setup Table > Company Finance Custom Work Type > Work Type Setup Table.

Default for New Records Pod

Automatically attaches this agreement to new tickets or projects matching the specified criteria. The agreement will also populate on existing tickets if the ticket’s site is updated to one not excluded from the agreement.

1. In the Default for New Records pod, select New Item.
2. Select a Location. Optionally also set Board, Department, and Service Type.
3. Select the Default checkbox to have the agreement attach automatically.
4. Select Save.

To add the board to the pod without auto-attaching, add it but leave Default unchecked.

Invoicing Pod

Field	Notes
Show covered items on Standard Invoice	Shows zero-dollar time, expense, or product lines on the invoice — useful for demonstrating the value of covered work without charging for it. All past and future covered items flow into the invoice wizard when enabled. If the agreement has a long history, consider copying the agreement and enabling this on the new one to avoid pulling in historical zero-dollar items.
Show comments on the invoice as the	Choose Top Comment, Bottom Comment, or both.
Enter Invoice Comments	Text that prints on recurring agreement invoices.
Invoice Template	Invoice template used when generating invoices from the Agreement Invoicing screen. This template does not apply to invoices created through the Invoice Wizard.
Email Template	Email template for agreement invoices. Defaults from the agreement type if one is set.

Billing Information Pod

Field	Notes
Bill to Company	Bill this agreement to a different company than the one in the Company pod.
Billing Contact	Overrides the Bill To contact on the Company Finance screen when an invoice is generated. If left blank, the Company Finance screen contact is used.
Billing Site	Billing address for the invoiced company.

Shipping Information Pod

Set a Ship to Company, Shipping Contact, and Shipping Site if products on this agreement ship to a different address than the billing address.

Subcontractor Pod

If a subcontractor delivers the work, enter their company, contact, email, work order number, and site here.

Employee Compensation Information Pod

Field	Notes
Employee Compensation	Actual Hourly Rate uses the member’s default rate. Custom Hourly Rate overrides it with a rate specific to this agreement.
Do not exceed	Reduces the compensation rate after a threshold is reached. Options: Monthly Billing Amount, Percent of Monthly Billing Amount, or Custom Monthly Amount. Results are visible on the Employee Compensation Base report.