My Invoices Screen in ConnectWise PSA

The My Invoices screen shows only open invoices. To review closed invoices, use the Invoice Search screen instead.

Access and security

Who sees what in My Invoices is controlled by security roles and routing rules. For example, to limit a sales rep to invoices from their territory only:

1. In Security Maintenance, find the member’s security role.
2. Under Invoicing and Finance, grant access to My Invoicing Approval only.
3. In the Billing Setup Table, set up a routing rule that routes invoices to that member.

With this setup, the rep sees only invoices routed to them — nothing else.

Toolbar

Control	What it does
Member	Filter the list to show a specific member’s invoices.
Action	Run a bulk action on selected invoices (see below).
View Report	Print the Invoice Search Report for all invoices currently listed. Includes invoice number, company, type, date, status, next routing, and amount.
Route Backward	Route selected invoices backward per the routing rules on the Routing tab. Requires at least one invoice selected.
Route Forward	Route selected invoices forward per the routing rules on the Routing tab. Requires at least one invoice selected.
Search / Clear	Run or reset the current search filter.

Bulk actions (Action menu)

Select one or more invoices, then choose an action:

• Change Billing Status — Opens a dialog to select a new billing status for the selected invoices.
• Delete Invoice — Deletes the selected invoices. For invoices created via the invoice wizard or agreement invoicing screen, the source items return to their originating screens. For special invoices (credit memo, downpayment, miscellaneous), deletion is permanent and not recoverable.
• Mark as Paid — Marks the selected invoices as paid in full.
• Mark as Not Paid — Reverses the paid flag on selected invoices.
• Print Invoice — Prints the selected invoices.
• Download Invoice PDF — Downloads the selected invoices as PDFs.
• Update Invoice Date — Updates the invoice date on selected open invoices. Only works on open invoices.

Note: Bulk actions do not apply to special invoices.

Column reference

Column	Description
Invoice	Invoice number. Select it to open the invoice detail.
Company Name	The company this invoice was created for.
Customer PO	Customer purchase order number.
Invoice Total	Total amount on the invoice.
Date	Invoice date. Sortable.
Status	Current invoice status. Right-select the status to change it inline.
Invoice Type	How the invoice was created (see below).
Agreement Type	For Agreement invoices, the agreement type. Bundled agreements show the parent agreement type.
Internal Notes	Any internal notes added to the invoice.
Next Routing	Member ID of the next person in the routing queue. Open the Routing tab on the invoice to see the full routing chain.
Territory	Territory on the invoice, defaulting from the company record.
Project/Phase	Project name, if the invoice contains project billing.
Location	Location set on the invoice.
Department	Group on Special and Agreement invoices. Standard and Progress invoices do not have a group.
Company ID	Company ID for the billed company.
Invoice Delivery	Delivery method for the invoice. Defaults from the Company Finance screen. Previously called Billing Delivery.
Credit Amount	Credit memo applied to the invoice, if any.
Paid Amount	Amount recorded as paid. Right-select this column to mark Paid in Full, Partial Paid, Not Paid, Apply Credit Memo, Print Invoice, or Print Time Detail. When you apply a credit memo, only the Invoice Balance changes — not the Invoice Total on the Invoice tab. After marking Paid in Full, a “PAID” stamp appears when printing.
Date Paid	Date the invoice was marked paid. Right-select to update.
Bill To	Company the invoice was billed to.
Service Total	Service line total.
Expense Total	Expense line total.
Product Total	Product line total.
Sales Tax	Sales tax on the invoice.
Sales Order #	Sales order number.
Tax Code	Tax code applied to the invoice.
Billing Site	Billing site/location.
Billing Terms	Payment terms for the invoice.

Invoice types

Type	How it’s created
Agreement	Via the agreement invoicing screen. Contains billing from the associated agreement.
Credit Memo	Via Special Invoices. Contains a credit amount or credit for a specific product.
Downpayment	Via Special Invoices. Contains a downpayment amount for the customer.
Miscellaneous	Via Special Invoices. Contains a miscellaneous amount or products.
Progress	Via the invoice wizard. Used only for progress billing on fixed-fee projects.
Standard	Via the invoice wizard. Can contain time, expenses, and products.