ConnectWise Billing Recap
The Billing Recap screen lets you review what will appear on an invoice before you create it — hours, expenses, products, agreement credits, and the net amount due. You can’t create invoices from this screen; it’s read-only.
Open the Billing Recap screen
- Go to Finance > Invoicing.
- Select the Invoicing tab, then choose a company.
- Open the Time, Expense, or Product tab.
- Select one or more entries, then go to Actions > Billing Recap.
Hours Reconciliation
This section appears when reviewing time entries. It breaks down hours and dollar amounts across three rows:
| Row | What it shows |
|---|---|
| Total | All hours entered, regardless of billing status |
| Selected Billable | Hours you’ve selected to bill on this invoice |
| Remaining | Hours not being billed (Total minus Selected Billable) |
The Amount column applies the same breakdown using each entry’s rate: Rate × Hours.
Invoice Reconciliation
This section shows the full picture of what the invoice will contain.
Hours
- Time — Total selected billable hours. Appears for entries billed at Actual Rates, Override Rates, or Not to Exceed.
- Remaining Fixed — The remaining fixed fee available to bill. Appears for Fixed Fee billing method entries.
Amount
| Row | What it shows |
|---|---|
| Time / Remaining Fixed | Dollar value of the selected billable time or remaining fixed fee |
| Expenses | Sum of selected billable expense amounts |
| Products | Sum of selected billable product amounts |
| Agreement Applied | Amount covered by an agreement. Time entries: Applied Hours × Hourly Rate. Expenses and products covered by an agreement show an Inv Amt of $0. |
| Down Payment Applied | Amount drawn from any unrestricted down payment on file for the company. Restricted down payments apply only when invoicing the specific record they’re tied to. |
| Net Amount of Invoice | Time + Expenses + Products − Agreement Applied − Down Payment Applied |
Note: Agreement Applied and Down Payment Applied reduce the net invoice amount automatically. If the net comes out lower than expected, check whether a down payment or agreement credit is being applied.