Using Agreement Invoicing in ConnectWise
Agreement invoicing lets you generate invoices for one or more agreements at once, filtered by a cutoff date. Access it from Finance > Invoicing > Agreement Invoicing.
Key fields
- Thru Date — Pulls all outstanding agreement invoices due on or before this date. You can pull invoices up to 90 days in the future by default — adjust that window in the Batch Setup Table.
- Invoice Date — The date printed on the invoice. You can set this to a past or future date.
Note: Billing terms are calculated from the Invoice Date, not the date you create the invoice. If your terms are Net 10, payment is due 10 days from whatever date you enter here.
After you set a Thru Date, ConnectWise returns a list of agreements that are past due or due by that date. For example, a Thru Date of March 31 returns all outstanding invoices through March. A Thru Date of April 1 also includes agreements billed on the first of the month.
Create agreement invoices
- Go to Finance > Invoicing > Agreement Invoicing.
- Enter the Thru Date and Invoice Date.
- Select the checkbox next to each company you want to invoice.
- Select Create Invoices.
After creation, ConnectWise can show a list of the new invoices for review. To enable this, go to My Account > Defaults > List View Defaults and set Agreement Invoicing Display Options to Show recently created invoices.
To view an invoice, select its invoice number. Routing rules apply the same as any other invoice.
Note: You can also create an agreement invoice from inside the agreement itself. Go to Finance > Agreements, open an agreement, and select Create Invoice in the Agreement tab toolbar. This generates the invoice for the first or next billing cycle.
Cancel an invoice
Use this to write off a billing period you never intend to invoice — without canceling the whole agreement.
- Go to Finance > Invoicing > Agreement Invoicing.
- Enter the Thru Date and Invoice Date to locate the record.
- Scroll to the Cancelled column and find the record showing Open.
- Right-select Open and choose Cancelled.
To reopen a canceled invoice, right-select the Cancelled column and choose Open.
To cancel the entire agreement (all future billing), go to the Agreement Maintenance screen instead.
Mass update invoices
To open or cancel multiple invoices at once, select the invoices you want to update, then choose Open or Cancel from the Actions drop-down.
How billing records are created
When you create a new agreement, ConnectWise generates the first billing period immediately so you can invoice right away. Subsequent billing records are created by the overnight batch routine — the Batch Setup Table controls how many days before the period start date those records appear.
A few behaviors worth knowing:
- Backdated agreements auto-generate all past invoices. If you haven’t invoiced yet, you can change the Billing Start Date to remove past periods. If you already have invoices, cancel each one manually on the Agreement Invoicing screen.
- The Billing Date column on the agreement shows the next expected bill date, but only if the billing record has already been created by the batch routine. For annual agreements billed six months out with a 30-day advance window, no date appears until the record is created five months from now.
- The batch routine can generate billing records up to 1,825 days in advance — configure this in the Batch Setup Table.
If your agreement invoices need a polished, branded layout rather than the ConnectWise default, Better Invoice lets you apply a custom template to all agreement invoices without touching Report Writer.