ConnectWise’s standard invoice is built from four separate Report Writer reports wired together: Invoice Standard (the main report) plus three subreports for products, time, and expenses. If a detail section is missing from your invoice output, the subreport links need to be connected manually. This is one step in the broader custom invoice template workflow.
Connect the detail subreports
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In Report Writer, go to Standard Forms > Finance. Locate these four reports: Invoice Standard, Invoice Detail - Expenses, Invoice Detail - Products, and Invoice Detail - Time.
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Select the Edit icon on Invoice Standard.
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Go to the Fields tab. Find the three Billing_Log_RecID rows — each corresponds to a detail section.
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Select the gear icon next to the Billing_Log_RecID row named Product Table.
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Under Subreport, select Standard Forms\Finance\Invoice Detail - Products. Select OK.
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Repeat for the remaining two rows, matching each to its subreport:
- Time Table → Invoice Detail - Time
- Third row → Invoice Detail - Expenses
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Select Save.
The three detail subreports are now embedded in the main report and will render when the invoice generates.
If wiring subreports together feels like the wrong layer of abstraction for something as basic as a branded invoice, Better Invoice replaces the entire Report Writer invoice template with a fully custom PDF — no subreports, no field expressions, no broken detail sections.