ConnectWise Invoice Tabs Overview

When you select a company from the Invoicing screen, ConnectWise shows three tabs of unbilled records: Time, Expense, and Products. Each tab lists only records that have not yet been invoiced for that company.

Tabs

• Time — Unbilled time entries for the selected company. From here you can create invoices, run a billing recap, write off entries, or update the agreement and billing rates on selected records.
• Expense — Unbilled expense records. Actions are the same as the Time tab, minus billing rate updates.
• Products — Unbilled product records. You can also add products after an invoice is created.

All three tabs share a common Actions toolbar with Billing Recap, Create Invoices, Create Progress Bill (fixed-fee projects only), and Write Off.