Create Invoices in ConnectWise PSA

Creating an invoice in ConnectWise PSA happens on the Invoicing screen. You select the time, expense, or product entries you want to bill, preview the Invoice Recap, and commit — PSA generates the invoice record with an auto-assigned number or one you enter manually. Recurring agreement invoices follow a different flow — see Agreement Invoicing.

Note: The Invoice Recap is your last checkpoint before the invoice is committed. Review hours and amounts closely here — fixing a mistake later means voiding and reissuing.

Create an invoice

1. Go to Finance > Invoicing > Invoicing tab.
2. Select a company.
3. Go to the Time, Expense, or Products tab.
4. Select the checkboxes next to the entries you want to include on the invoice.
5. Select Actions > Create Invoices. The Invoice Recap screen opens.
6. Review hours, amounts, and totals.
7. Enter an Invoice Number, or leave blank to auto-generate.
8. If needed, select Charge adjustments to the Internal Company instead of employees.
9. Select CONTINUE. The invoice is created and PSA opens it.

Once the invoice exists, the next steps are to close it so it can post to accounting, and send it to the customer.

The Invoice Recap screen

Use the Recap to verify what’s going on the invoice before committing. It has three sections.

Hours Reconciliation

Sums up what’s selected versus what’s left unbilled:

Field	Description
Total Hours	Sum of all hours on the Invoicing Time tab — selected and unselected.
Selected Billable Hours	Sum of the hours you selected.
Remaining Hours	Total − Selected Billable. These hours stay unbilled.
Total Amount	Sum of [Rate] × [Hours] for every time entry.
Selected Billable Amount	Sum of [Rate] × [Hours] for your selected entries.
Remaining Amount	Total − Selected Billable.

Invoice Reconciliation

What the invoice itself will look like after agreement coverage and down payments apply:

Field	Description
Time	For Actual, Override, or Not-to-Exceed billing methods: [Rate] × [Hours] for the selected Billable entries.
Remaining Fixed	For Fixed Fee entries: what’s left to bill against the fixed fee.
Expenses	Sum of the selected billable expense amounts.
Products	Sum of the selected billable product amounts.
Agreement Applied	Amount covered by an active agreement. Entries fully covered by an agreement show $0 as their invoice amount.
Down Payment Applied	Unrestricted down payments apply automatically. Restricted down payments apply only when invoicing their specific target record.
Net Amount of Invoice	Time + Expenses + Products − Agreement Applied − Down Payment Applied.

Invoice Information

Field	Description
Invoice Number	Enter manually or leave blank to auto-generate.
Charge adjustments to the Internal Company instead of employees	Charge invoice adjustments to your firm rather than to individual engineers. Also configurable on the agreement itself via the Agreement Maintenance Screen.
CONTINUE	Generates the invoice and takes you to it.

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Better Invoice replaces ConnectWise’s default invoice PDF with a branded template of your own. After you commit in the Invoice Recap, Better Invoice renders the output with your logo, layout, and line-item structure — no Report Writer. See how it connects →