Company Finance Invoices Tab

The Invoices tab on a company’s Finance record lists every invoice associated with that company. Select an invoice number to open it.

Use the filter bar at the top of the list to search by any column. Columns marked as hidden can be made visible through Customize.

Bulk actions

Select one or more invoices, then open the Actions menu to apply changes in bulk:

• Change Billing Status — update the billing status on selected invoices
• Delete Invoice — permanently remove selected invoices
• Get Tax — available only when Avalara is enabled; fetches tax amounts from Avalara
• Mark as Paid / Mark as Not Paid — update payment status without entering the invoice
• Print Invoice — opens the print dialog for selected invoices
• Download Invoice PDF — downloads PDF copies of selected invoices
• Update Billing Information — update billing address details in bulk
• Update Shipping Information — update shipping address details in bulk
• Send Invoices — emails selected invoices to the bill-to contact
• Update Invoice Date — changes the invoice date on selected open invoices; not available for closed invoices

Column reference

Column	Description
Invoice	Invoice number. Select to open the invoice.
Ticket #	Ticket number linked to the invoice. Populated only when the ticket is set to bill separately.
Invoice Total	Total amount of the invoice.
Date	Invoice date. Defaults to today and is used to calculate the due date.
Due Date	Calculated due date based on the invoice date and payment terms.
Status	Current billing status of the invoice.
Invoice Type	Type of invoice (e.g., Standard, Agreement, Misc).
Open/Closed	Whether the invoice is open or closed.
Invoice Balance	Remaining unpaid balance.
Invoice Reference	Reference field from the invoice.
Paid Amount	Amount paid to date. Right-click a value in this column to mark the invoice as Paid In Full, Partial Paid, or Not Paid. This shortcut does not work for Credit Memos.
Date Paid	Date the invoice was partially or fully paid.
Down Payment Applied	Down payment amount applied to this invoice.
Credit Amount	Total credit memo amounts applied to this invoice.
Bill To	Company the invoice was billed to.
Company Name	Company name as it appears on the invoice.
Company ID	ConnectWise ID of the associated company.
Site	Site associated with the invoice.
Project / Phase	Project or phase linked to the invoice.
Sales Order #	Sales order number associated with the invoice.
Agreement Type	Agreement linked to the invoice.
Customer PO	Customer purchase order number.
Invoice Delivery	Delivery method for the invoice. Previously called Billing Delivery.
Territory	Territory set on the invoice.
Location	Location set on the invoice.
Department	Group, department, or business unit associated with the invoice.
Routed To	Member the invoice is currently routed to for approval.
GL	Y if the invoice has been batched to the accounting interface; N if not.
GL Batch	GL batch number, if the invoice has been batched.
Internal Notes	Internal notes entered on the invoice (not visible to the customer).
Tax Code	Tax code applied to the invoice.
Sales Tax	Sales tax amount on the invoice.
Service Total	Total for time/service line items.
Expense Total	Total for expense line items.
Product Total	Total for product line items.
Has Time	Indicates whether the invoice includes time entries.
Has Expense(s)	Indicates whether the invoice includes expenses.
Has Product(s)	Indicates whether the invoice includes products.
Billing Type ID	Internal billing type identifier.
Account ID	Accounting account ID associated with the invoice.