Company Finance Summary Tab

The Summary tab on the Company Finance screen is the master billing record for a customer in ConnectWise PSA. The Account ID, Billing Contact, and Invoice Template fields here flow through to every invoice generated for this company — no invoice can close without an Account ID set.

To access it, go to Finance > Company Finance and select a company.

Company pod

Field	Description
Company	The company name. Select the link to open the Company record.
Type	The Company Type, defined in the Company Type Setup Table.
Status	The company status. Change it here, not on the Company screen. Statuses can fire pop-up notifications (for example, credit hold notices) defined in the Company Status Setup Table.
Company ID	Unique identifier. Letters, numbers, spaces, and + only. 30-character limit.
Phone, Fax, Web Site	Default contact details.

Note: If a status has a custom pop-up note, selecting Don’t show this message again silences it for 24 hours or until cache clears.

Bill To pod

Who the invoice actually goes to — often different from the company you’re doing work for.

Field	Description
Bill To	The company that receives invoices. Can be overridden on agreements, projects, tickets, and individual invoices.
Billing Site	Billing address. Multiple sites are defined on the company’s Sites tab.
Contact	Billing contact. Appears in the Attention field on invoices. Must belong to the Bill To company, and must have an email if delivery is set to email.
Title, Phone, Email, Type	Pulled from the billing contact record.
Relationship	Defined in the Contact Relationship Setup Table.

Note: Changing the Contact field updates the company’s Contacts tab. If records are already queued to bill under the old contact, the Update Billing Contact dialog appears on save.

Reassign unbilled records to a new billing contact

1. In the Bill To pod, open the Contact picker and select the new billing contact.
2. Select Save. The Update Billing Contact dialog appears if records are queued under the old contact.
3. Select which entries to reassign from the old to the new contact.
4. Select Save.

Finance Details pod

Field	Description
Account ID	Cross-reference to your accounting package — must match the customer name or ID there. Required before any invoice can close. For Authorize.net, keep under 20 characters and avoid special characters.
Vendor ID	Required only for the Purchasing and Inventory add-on modules. 45-character limit.
Reseller ID	Informational only.
Tax ID	Prints on the invoice in the Account box.
Tax Code	Default tax code, defined in the Tax Code Setup Table.
Credit Limit, Additional Debt	Informational only.
Billing Terms	Default payment terms, printed on the invoice. Can be overridden on the agreement or the invoice itself.
Invoice Template	Default invoice template for this company. Applies only to Standard Invoices — agreement invoices follow a separate four-level hierarchy (see below).
Email Template	Default email template used when sending invoices. Defined in the Email Formats Setup Table.
Pricing Schedule	Defined in the Pricing Schedules Setup Table.
Currency	Overrides all other currency settings for this customer’s invoicing. Falls back to the Location’s currency if blank.
Entity Type	Used by the Avalara Tax integration.

How the Invoice Template resolves for agreement invoices

The Invoice Template field on Summary only governs Standard Invoices. Agreement invoices follow this precedence (most specific wins):

1. The Agreement tab template
2. The Agreement Type template
3. The Billing Setup Table Agreement Template
4. The overall invoice default

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The Invoice Template field determines which PDF renders for this company’s Standard Invoices. Point it at a Better Invoice custom template to get branded, pixel-controlled output per company — no Report Writer, no HTML editing.

Invoice Delivery Options pod

Field	Description
Delivery Method	Default method for sending invoices. Options come from the Delivery Method Setup Table. If set to email, new invoices automatically queue to the Invoice Batch Emailing Screen.
To	Billing contact’s email address.
CC	Additional contacts to copy on batch-emailed invoices. Separate multiple addresses with semicolons. Each address must belong to a contact in PSA.

Note: You can’t change Delivery Method on an invoice after it’s created. You can, however, toggle Add invoice to the batch email list to force an invoice into the batch queue.

Tip: For a company that’s both a vendor and a client, create a custom Company Type (for example, “Customer/Vendor”), set Account to the accounting package’s company name, and set Vendor Xref to the vendor name.