ConnectWise Invoice Grouping (CPQ to PSA)

Invoice grouping lets you cluster line items together on a CPQ quote, then carry those clusters through to ConnectWise PSA invoices. Use it when you want customers to see a single group heading and total rather than every individual line item — for example, bundling a dozen monitoring products under “Premium Disaster Recovery” with no sub-item detail.

Note: Invoice grouping requires PSA (Manage) 2020.4 or higher. Invoice groups cannot be used with bundles.

Create invoice groups in PSA

Invoice groups must exist in PSA before you can apply them in CPQ. You create and manage them from the Product Catalog.

1. Go to Procurement > Product Catalog.
2. Select the Invoice Group tab.
3. Select the plus icon to add a new group.
4. In the ID field, enter a label that identifies the group — for example, “Workstation Maintenance”. This label appears at the top of the group on the Prepare Content screen, on quotes, and on invoices.
5. Select the Show Price checkbox to display line item prices on the invoice. This setting controls invoice display only — not what appears on the quote.
6. Select the Show Sub Items checkbox to display line item descriptions on the invoice. This also controls invoice display only.
7. Select Save.

Control what displays on the quote

The Show Price and Show Sub Items settings above only affect the invoice. To control what customers see on the quote itself, use Publish Settings.

1. In the quote, go to Quote Setup.
2. Select the MORE drop-down.
3. Select Edit Publish Settings.
4. In Publish Settings, select or clear the following checkboxes:
   • Print Bundle Header Line — displays the invoice group name and description on the quote.
   • Print Bundle Item Lines — displays individual line item details within the group.
   • Print Bundle Header Price — displays the total price of the group.
   • Print Bundle Line Item Prices — displays the price of each individual line item.
5. Select Save.
6. Go to Publish and Deliver to publish the quote and verify the PDF output.

Opportunity to invoice workflow

The recommended approach is to pull a PSA opportunity into the CPQ quote — the opportunity can already have products and an invoice group assigned. Unlike bundles, invoice groups support agreement products.

1. In PSA, create an opportunity.
2. On the Products tab, add products to the opportunity.
3. Select the checkbox next to the products you want to group, then select the Actions drop-down.
4. Select Add Products to Invoice Group. The Invoice Group ID column on the Products tab confirms the group is applied.
5. Create a quote: in PSA (if using CPQ embedded), select Quote. Otherwise, in CPQ, select New Quote.
6. In the Customer Setup screen, select Search Opportunity from the OPPORTUNITY drop-down, enter search criteria, and select Search.
7. Select Attach to link the opportunity to the quote, then select Yes, Import.
8. After the customer approves the quote, go to the Win! screen and select Update Opportunity.
9. Open the opportunity in PSA. On the Opportunity tab, select Convert.
10. Select the record type to convert to (for example, an agreement), then select NEXT.
11. Review the record information and select FINISH.
12. Go to the Conversions tab and select the record description to open it.
13. Select Create Invoice in the toolbar.
14. Go to the Invoicing tab on the agreement, or select the notification link to view the invoice. Select Invoice to generate a PDF, or select View Portal Invoice. Grouped items appear together with the invoice group label and the display options you configured.

Group items directly in CPQ

If you prefer to assign invoice groups in CPQ rather than in PSA, do so after attaching the PSA opportunity to the quote.

Note: Once an invoice group is used on a quote tab, you cannot apply the same group to another tab on that quote.

1. In the quote, go to Prepare Content.
2. Add products to the quote.
3. Select the checkbox next to the line items you want to group.
4. Select the line item actions arrow, then select Invoice Grouping.
5. Select Create Group.
6. Select an invoice group from the drop-down, then select Save.

The invoice group ID appears at the top of the grouped items.

Quote optional agreements with invoice groups

When offering multiple agreement tiers as options on a quote (Gold vs. Silver, for example), create a separate invoice group for each option. You cannot reuse the same invoice group across multiple tabs on a single quote.

Create a quote template for optional agreements

Building a template once saves time for every future quote of this type.

1. In CPQ, select New Quote and build a template for your agreement options.
2. Select the Edit toggle to enter edit mode.
3. Select an existing template to base your new one on.
4. In Template Setup, select Save As Template.
5. In the Quote Name field, enter a name for the new template, then select Save.
6. In Publish Settings, select Print Bundle Header Line and configure the other display checkboxes to match your invoice group settings in PSA.
7. Select Show Tab Checkboxes/Radio Buttons. Ensure Show Item Checkboxes/Radio Buttons is cleared.
8. Select Save.
9. In Prepare Content, select the Tab Actions arrow and choose Duplicate as Radio Option.
10. Rename each tab as needed using the tab actions arrow > Rename.
11. Add products to each tab. Copy and paste items before adding invoice groups — if you need to reorder after grouping, select Ungroup first.
12. Select the items you want to group, then select the line item actions arrow > Invoice Grouping > Create Group.
13. Select the invoice group for that tab. Each tab requires a unique group.

Create a quote for optional agreements

1. From the PSA opportunity, select Quote, or in CPQ select New Quote.
2. Select the template you built above.
3. If creating the quote outside PSA, attach an opportunity.
4. Go to Publish and Deliver and select Publish to preview the quote. The Order Porter page shows a radio button for each agreement option.
5. Select Send Email to send the quote to the customer.
6. After the customer approves and you have downloaded the approval, go to Win!.
7. Select Update Opportunity.
8. In the Opportunity Grouping Type drop-down, ensure Group By Line Item is selected, then select Save.
9. In PSA, select Convert on the opportunity. Select all the products to include on the agreement invoice, then select NEXT and FINISH.
10. Go to the Conversions tab and select the record description to open it.
11. Select Create Invoice in the toolbar.
12. Go to the Invoicing tab on the agreement to view the invoice. Grouped items appear together using the invoice group label and display settings you configured.

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If you want full control over how invoice groups and line items present on the final PDF — custom fonts, branded headers, suppressed or reformatted detail sections — Better Invoice lets you build ConnectWise invoice templates that go well beyond the built-in display options. Learn more about custom ConnectWise invoice templates.