ConnectWise Invoicing Time Tab
The Time tab in Invoicing lists all uninvoiced time entries for the selected company. Every row here is billable work that hasn’t been invoiced yet.
Toolbar actions
Select one or more time entries, then open the Actions drop-down to apply a bulk action:
- Billing Recap — Preview the hours and invoice details before committing.
- Create Invoices — Generate a new invoice from the selected time entries.
- Create Progress Bill — Create a progress invoice against a fixed-fee project. This option only appears when a fixed-fee project is selected.
- Write Off — Remove the selected entries from invoicing permanently. Written-off entries cannot be used on another invoice.
- Update Agreement — Reassign the selected time entries to a different agreement.
- Update Billing Rates — Recalculate billing rates on the selected entries. Rates are determined by the work role and work type assigned to each entry.
Note: Updating an agreement also updates the time entry with the new agreement’s defaults — including rates and billing type.
Column reference
| Column | What it shows |
|---|---|
| Member | The member who logged the time. Select the name to open the time entry detail. |
| Date | The date the time entry was recorded. |
| Bill | Billing status: B (Billable), NB (Do Not Bill), or NC (No Charge). |
| Rate | The billable hourly rate for this entry. |
| Overage Rate | The rate applied when time exceeds the scheduled billable hours. |
| Hours | Total hours on the entry. |
| WIP Amt | Work-in-progress dollar amount. |
| Inv Hours | Hours that will appear on the invoice. |
| Inv Amt | Invoice amount calculated from Inv Hours × Rate. |
| Location | Where the work occurred. Right-click to change if no agreement is attached. |
| Department | The department of the member who logged the entry. Right-click to change if no agreement is attached. |
| Ticket # | The ticket number associated with this time entry. |
| Ticket Status | Current status of the associated ticket. |
| Agreement | The agreement linked to the service ticket. |
| Work Role | The member’s work role, which affects billing rates. |
| Work Type | The member’s work type, which also affects billing rates. |
| Site Name | The site associated with the time entry. |
| Ticket Summary | The ticket description from which the time was logged. |
| Time RecId | Internal record ID for the time entry. |
| Agreement Type | The type of the agreement associated with the ticket. |