ConnectWise Manage invoicing setup tables — billing cycles, billing terms, delivery methods, email formats, and invoice templates.
ConnectWise Manage uses a handful of setup tables to control how invoices look and where they go. The ones that matter most for billing are Billing Cycles, Billing Terms, Delivery Methods, Invoice Templates, and Email Formats. Each of these is a lookup table — you define the options once in Setup Tables, then reference them wherever ConnectWise needs them: on companies, agreements, and individual invoices.
These defaults cascade in a specific order. The Billing Setup Table sits at the top and sets system-wide defaults for invoice templates, delivery methods, and email formats. ConnectWise then applies those defaults to every new company unless the company's Finance tab overrides them. Agreements go one level deeper — an agreement-level setting wins over both the company and the system default. The most specific setting always wins, so a misconfigured default at the top of the hierarchy will quietly affect every invoice you generate until you track it down.
Get these tables right before you start generating invoices. If your invoice template isn't assigned in the Billing Setup Table, ConnectWise falls back to its own built-in layout — plain and unbranded. If your delivery method or email format isn't set, batch invoicing will either fail silently or send invoices to the wrong place. The docs in this section cover each setup table in detail so you know exactly which fields to configure and what they control downstream.