How ConnectWise PSA invoicing works — creating, closing, sending, and batch-emailing invoices, plus special invoices and progress bills.
ConnectWise invoicing lives under Finance > Invoicing. This is where you pull unbilled time, expenses, and products into invoices, review them, and push them out to clients. The screen groups open billing entries by company so you can select what to bill, run a recap, generate the invoice, close it, and send it — all from one place.
The core flow goes in this order: the Invoicing screen (pick the entries to bill) → Invoice Recap (review totals and line items) → Create (generate the invoice record) → Close (lock the invoice so entries can't be re-billed) → Send (deliver to the client by email or print). Agreement invoicing follows the same path but runs from a separate Agreement Invoicing tab and uses its own template hierarchy — agreement invoice templates take priority over the standard invoice template, so changes to your default template won't automatically affect agreement invoices.
MSPs with international clients should review the international considerations doc before going live — ConnectWise's currency and tax handling has a few non-obvious rules around multi-currency agreements, GL codes, and tax zones. The FAQ and troubleshooting pages cover the most common invoicing errors, including the batch email limitation that affects large sends.