Invoice Tab — Invoice Search
The Invoice tab is the main detail view for any invoice in ConnectWise Manage. Pods are movable, and you can add custom fields.
Invoice types
ConnectWise has six hard-coded invoice types:
- Agreement — Generated only from the Agreement Invoicing tab on the Invoicing screen. An agreement must exist for the customer before the invoice header appears.
- Credit Memo — Created via the Special Invoices module. Must have a negative or zero amount.
- Down Payment — Created via the Special Invoices module. Can be restricted to a specific project, agreement, service ticket, or sales order. Change the Invoice Type to Downpayment after opening a new special invoice.
- Miscellaneous — Created via the Special Invoices module. Used for products not tied to a service, or to generate a flat service charge not linked to time records.
- Progress — Created from the Invoicing screen. Only available for fixed-fee projects.
- Standard — Created from time, expense, or product entries on a ticket, project, or sales order. Defaults are set in the Billing Setup Table and can be overridden at the service board, Company Finance, or service ticket level.
Toolbar actions
Back — Return to the previous screen.
New — Create a new invoice.
Save — Save the current invoice.
Save and Close — Save and close the current invoice.
Refresh — Reload the screen.
Invoice — Print the invoice.
Print — Print a supporting detail report:
- Time — Prints the Time Detail Report (billable and non-billable hours on this invoice).
- Expense — Prints the Expense Detail Report (billable and non-billable expenses on this invoice).
Note: Print is unavailable for special invoices.
Apply To — Applies a pending down payment to a record so it can cover an invoice. Only relevant for down payment invoices created by Wise-Pay.
Get Tax — Retrieves updated tax information from Avalara. Only appears if the Avalara integration is active.
View Portal Invoice — Previews the invoice as it appears in the Customer Portal. Only appears after you publish a Customer Portal URL containing .myportallogin.com in the Portal Configuration Setup Table.
Note: Custom invoices cannot be previewed in the Customer Portal.
Route — Navigate forward or backward through invoices.
MORE — Exposes Unbatch and Rebatch options for invoices already sent to the Accounting Interface.
Links — Displays links from the PSA Today screen.
History — Shows the last-updated date, member, and time, plus the creation date, member, and time.
Delete — Delete the invoice.
Billing Information pod
Company — The company from the time, expense, or product record that generated the invoice.
Bill To Company — Pulls from the Bill To company on the Company Finance Summary tab, if set. Otherwise defaults to the company on the record.
Note: For agreement invoices, the Billing Contact on the Agreement screen overrides the contact on the Company Finance screen. The Company Finance contact only applies when the agreement’s billing contact is blank.
Attention — Appears as part of the mailing address. Pulls from the Billing Contact field on the record’s Finance tab. If that field is blank, falls back to the Bill To contact on the Company Finance Summary tab.
Billing Site — Select the address of the site being billed.
Shipping Information pod
Ship To Company — The company the invoiced item ships to. Defaults to the company on the record. Select a different company from the drop-down if needed.
Attention — Pulls from the Shipping Contact field on the record’s Finance tab. Blank if no shipping contact is listed.
Shipping Site — Select the address of the ship-to site.
Invoice pod
Billing Status — The current status of the invoice. Statuses are defined in the Billing Status Setup Table.
Invoice Type — The invoice type (hard-coded; see Invoice types above).
Apply To — The agreement, project, or other record this invoice applies to. Requires a company to be selected first. For down payment invoices, saving with Apply To set but Restrict Down Payment cleared will prompt you to enable the restriction.
Restrict Down Payment — Marks the down payment as restricted to the record in Apply To.
Reference — Prints on the invoice. Auto-populates with the billing period for agreement invoices, or the sales order number when created from a sales order. Blank for standard, progress, and miscellaneous invoices — you can update it manually after creation.
Customer PO — The customer purchase order number, transferred from the service ticket (when set to bill separately), sales order, agreement, or project. You can also enter it manually.
Delivery — The delivery method for the invoice. Pulls from the Company Finance Summary tab. Falls back to the Delivery Method Setup Table default if nothing is set on the company.
Invoice Template — The template used to render the invoice. Templates are defined in the Invoice Templates Setup Table. Defaults for each invoice type are set in the Billing Setup Table.
Email Template — The email template used when sending this invoice. Templates are defined in the Email Formats Setup Table.
Add invoice to the batch email list — Select to include this invoice in the Batch Emailing screen.
Invoice Number — The unique number for this invoice. Do not use a slash (/) in the invoice number — it will prevent the invoice from saving.
Invoice Date — Defaults to the current date. Used to calculate the due date.
Billing Terms — The payment terms applied to this invoice. Defaults from the Billing Terms Setup Table, or from the Finance Details pod on the Company Finance screen if different terms are set there.
Note: For an invoice to inherit the billing properties of a service ticket, the Bill this ticket separately checkbox must be selected on the ticket’s Finance tab.
Due Date — Calculated from the invoice date and billing terms.
Location — Pulled from the service ticket or project. Blank if multiple service tickets are billed on the same invoice, or if all time comes from one ticket without Bill this ticket separately selected. For product invoices, if products span multiple locations, ConnectWise creates a separate invoice per location.
Department — The company department the invoice originated from. Inactive if billing tickets that do not have Bill this ticket separately selected.
Territory — The company’s territory from the company record.
Closed By — The member who closed the invoice and the date it was closed.
Show all time entries — Select to display each individual time entry on the Body tab. When cleared, time entries sharing the same work role or work type are grouped into a single line. Only time records are listed — not notes.
Internal Notes — Notes visible internally only; not printed on the invoice.
Calculations pod
Service Total — Total calculated from time records.
Service Total is Taxable — Select to apply tax to services on this invoice.
Expense Total — Total calculated from expense records.
Product Total — Total calculated from product records.
Service Adjustment Amount — Enter a positive or negative adjustment to the service total. Only available when time entries are being billed. A negative value discounts the total.
Note: Service adjustments are distributed across individual time entries, not posted as a separate General Ledger line item. Each time entry is effectively billed at a lower rate.
Previous Progress Applied — Project invoices only. The amount from prior progress invoices being applied to this invoice.
Agreement Applied — The amount applied from an agreement.
Override Down Payment Amount — Select to manually enter a down payment amount. The amount must be greater than zero.
Down Payment Amount — The available down payment balance to apply.
Down payment was previously taxed — Select to calculate tax against the net invoice amount only (excluding the down payment). Prevents double-taxing a down payment.
Invoice Subtotal — The subtotal before tax.
Sales Tax — Calculated based on the selected tax code. Defaults to the tax code on the Company Finance screen; you can override it at the invoice level.
Invoice Total — The final total shown on the invoice.
Remaining down payment amount — The remaining down payment balance after applying to this invoice.
Tax Code — Select the tax code for this invoice. Defaults from the Company Finance Summary tab.
Currency — Select a currency to override the default set on the Company Finance screen. If no currency is set on the company, falls back to the location set in the Billing Setup Table.
Adjustment By — The member who made the service adjustment. You can also enter a reason for the adjustment — this prints on the invoice.
Charge Adjustment to Internal Company — Select to exclude the adjustment amount when calculating effective rate for an employee.
Credits and Payments pod
Shows all payments and credits applied to the invoice. Updated automatically via the Payment Sync option on the Accounting Interface screen. To manually apply a payment or credit memo, select the New Item icon.
Note: Only credit memos in a closed billing status can be applied to invoices.
Type — The payment or credit type.
Credit Invoice Number — The identification number of the credit invoice.
Date — The date the payment was applied.
Amount — The payment or credit amount.
Invoice Balance — The remaining balance after payments and credits.
Notes pod
Top Comment — Enter comments to display before the detail section of the invoice.
Bottom Comment — Enter comments to display after the detail section of the invoice.
The Invoice Template and Email Template fields on this tab control exactly what your customers see. If ConnectWise’s default templates don’t reflect your brand, Better Invoice lets you build fully custom invoice templates that replace them — without touching Report Writer.