ConnectWise Invoicing Tab

The Invoicing screen is where all non-recurring billable items land when they reach a ready-to-bill status. This includes time and materials, fixed-fee service tickets, project billing, expenses, and products. Recurring agreement invoices live on the separate Agreement Invoicing tab.

How items are grouped

ConnectWise groups invoice lines by three factors: company, location, and tax code. If two tickets for the same company have different locations or tax codes, they appear as separate rows and produce separate invoices.

Fixed-fee service tickets and projects always bill separately from time, expenses, and products — even for the same company.

If Bill each Service Ticket separately is on, each ticket gets its own invoice line. To merge tickets into a single customer invoice, go to the Finance tab on each ticket and clear the Bill each Service Ticket separately checkbox.

Note: The Bill each Service Ticket separately default is set in the Billing Setup Table. It can be overridden at the service board level, on the Company Finance Bill Options tab, and on individual service ticket Finance tabs.

If agreement-covered time is missing from the Invoicing screen, go to the agreement’s Invoicing Pod and select Show covered items on Standard Invoice under Time. All unbilled agreement time then appears on the Invoicing screen.

Note: New invoices don’t generate until the overnight job runs on the server. If you just closed tickets or entries, check back the next day.

Invoicing screen columns

Column	What it shows
Company Name	Company associated with the invoice
Bill Amt	Amount the company is billed
Method	Billing method — Actual or Fixed
Hours	Total hours from time entries
WIP Amt	Total billable amount for unbilled time entries
Expense	Expense total
Product	Product total
Ticket #	Ticket number (visible when billing by service ticket)
Project Name	Project name for project invoices
Sales Order #	Sales order number
Down Payment	Remaining down payment amount
Tax Code	Tax code for the company or site
Company ID	Company ID
Company Type	Company type
Account #	Account number
Customer PO	Customer purchase order number
Location	Location tied to the time entries
Territory	Territory on the invoice
Inv Amt	Amount that will be invoiced (invoice balance)
AGR Amt	Amount covered by an agreement
Project ID	Project ID
Department	Department on the invoice

Toolbar

• Thru Date — Filter what appears on screen. Only items ready to bill on or before this date are shown.
• Invoice Date — The date printed on the invoice. This date drives due-date calculations based on the customer’s billing terms.
• Create Invoices — Creates invoices for selected rows.
• Print — Prints the Time Edit report: all time record details, rates, extended amounts, and totals.

Create invoices

1. Go to Finance > Invoicing.

2. In the Thru Date field, select the cutoff date for items you want to bill. In the Invoice Date field, enter the date to print on the invoices.

   Note: These two dates don’t have to match. Thru Date is a filter; Invoice Date is what appears on the invoice and is used to calculate the due date based on the customer’s billing terms.

3. Select the checkboxes for the rows you want to invoice.

   Note: Select a Company Name link to drill into that company’s ready-to-bill records. You’ll see separate tabs for time, expenses, and products. Uncheck any items you want to hold back — only checked items are invoiced when you select Create Invoices. Unchecked items return to the main Invoicing screen.

4. Select Create Invoices.

5. In the confirmation dialog, select Yes.

   If any selected rows include unshipped products, a second prompt appears. Select Invoice Shipped Only to include only shipped quantities and split unshipped items into a separate line, or proceed to invoice everything.

6. Go to My Invoices or Invoice Search to view, print, or send the invoices.