ConnectWise Agreement Invoicing Tab
The Agreement Invoicing tab is inside the Invoicing module. Use it to find outstanding agreement invoices up to a given date, then create them in bulk or individually. For the workflow — canceling, reopening, and mass updates — see Using Agreement Invoicing.
Note: Both Thru Date and Invoice Date default to the current date when you open the tab.
Find outstanding agreement invoices
- Go to Invoicing > Agreement Invoicing.
- In the Thru Date field, enter the cutoff date. ConnectWise returns all agreements with invoices due on or before that date.
- Example: a Thru Date of March 31 returns everything due through March. A Thru Date of April 1 also pulls in agreements billed on the first of April.
- In the Invoice Date field, enter the date you want to appear on the invoices. You can set this to a past or future date.
- Select SEARCH to load results, or CLEAR to reset filters.
Note: Agreement invoices always become available on the first of the month, regardless of the Billing Start Date on the agreement. You can change the invoice date manually, but the invoice is always generated on the first.
Note: Payment terms are calculated from the Invoice Date. If your billing term is Net 10, payment is due 10 days from whatever date you set here.
Create invoices
- Select one or more agreements from the list, then select Create Invoices.
- To open or cancel existing invoices, select the rows and use the Actions menu.
Note: To undo a created invoice, delete it. Deleting pushes it back into the Agreement Invoicing tab where you can edit and recreate it.
Print the Time Edit Report
Select Print to generate the Time Edit Report — a detail view of all time records in the current invoice list, including rates, extended amounts, and totals.
Column reference
| Column | What it shows |
|---|---|
| Company Name | The company the invoice was created for |
| Company ID | The company’s ID |
| Billing Cycle | The billing cycle set on the agreement |
| Total Agreement Amount | Total value of the agreement |
| Agreement Type | The agreement type |
| Agreement Name | Name of the agreement |
| Location | Location set on the invoice |
| Department | Department applied to the agreement |
| Basis | Calendar Year or Contract Year — indicates what the recurring cycle is based on |
| Last Invoice Date | Date the last invoice was created for this agreement |
| Period Start Date | Start date of the invoice period being generated |
| Bill To | Name of the company being billed (may differ from Company Name for parent/child billing) |
| Child Amount | Total billing amount from all child agreements |
| Addition Amount | Total price of all agreement additions, including child agreement additions |
| Company Type | Company type — use the dropdown to filter by type |
| Cancelled | Filter between Open and Cancelled invoices using the dropdown |
If you’re generating agreement invoices and want more control over how they look — custom branding, logo placement, or line-item formatting — Better Invoice lets you build fully custom ConnectWise invoice templates without touching Report Writer.