The Billing Setup Table in ConnectWise PSA defines the defaults for everything invoicing-related: which invoice template renders each invoice type, your remit-to address, currency, and the approval routing chain. Every Location needs its own billing setup — you can’t invoice against a Location without one.
To access it, go to System > Setup Tables > Billing Setup.
Important: If you add a new Location on the My Company Structure tab, create a matching billing setup row for it right away. Without one, PSA throws an error when you try to invoice that Location.
The table has two tabs: Setup and Routing.
Setup tab
Overview section
| Field | Description |
|---|
| Location | The Location these defaults apply to. Locations come from My Company > Structure. |
| Remit To Information | The fields below control what prints as the return address on invoices. |
| Name | Company name as it appears on the invoice. |
| Address Line 1 / 2, City, State, Zip Code, Country, Phone | Your remit-to address and phone number. |
Note: Avalara pulls the origin address from the Location first, then falls back to the Remit To address here. For multi-entity Avalara filing, this is where you map PSA Locations to Avalara filing companies.
Default Invoice Template
Defines which template renders each invoice type. Templates here apply at the Location level and can be overridden per company on the Summary tab, per agreement type, or per agreement.
| Template | Used for |
|---|
| Overall Invoice Default | Any invoice without a more specific default. |
| Standard Invoice – Actual (TM) | Time & materials invoices (service tickets, projects, sales orders). |
| Standard Invoice – Fixed Fee | Fixed fee service tickets and fixed fee projects. |
| Progress Invoice | Progress bills against fixed fee projects. |
| Agreement Invoice | Invoices generated by an agreement. |
| Credit Memo Invoice | Credit memos from the Special Invoices screen. |
| Down Payment Invoice | Down payments from Special Invoices. |
| Miscellaneous Invoice | Miscellaneous invoices from Special Invoices. |
| Sales Order Invoice | Invoices generated from sales orders. |
Note: The Invoice Template field on the Company Finance Summary tab only overrides Standard Invoices. Agreement invoices follow a separate hierarchy: Agreement → Agreement Type → Billing Setup Agreement Template → Overall Default.
Invoicing Options
| Field | Description |
|---|
| Exclude Do Not Bill Time / Expense / Product records | When selected, a nightly batch writes off entries marked Do Not Bill so they never reach the Invoicing screen. |
| Include Prefix/Suffix on Invoice | Add a prefix or suffix to every auto-generated invoice number. |
| Charge Adjustments to the Internal Company | Bill adjustments to your own firm instead of individual employees. When cleared, adjustments pull from the engineer’s billable dollars. Can be overridden per invoice or per agreement. |
| Mark invoices with Paid Watermark | Print a PAID watermark on any invoice with a $0 balance. |
| Display taxes on expenses | Show the Tax Type field on expense records. |
| Allow routing to team roles set to a department for invoices with no department | Lets invoices without a department still route to department-based members. |
Invoice Details
| Field | Description |
|---|
| Invoice Title | Title printed at the top of every invoice. Editable — for example, change to Tax Invoice for Australian billing. |
| Payable Name | Text that follows “Make checks payable to:”. Override this if you only accept credit cards or bank transfers. |
| Top Comment | Optional text printed below the terms section. 4,000-character limit. |
| Invoice Footer | Printed at the bottom of every invoice page. 500-character limit. |
| Quote Footer | Bottom of each quote page. 1,000-character limit. |
Invoice Defaults for Service Tickets
These options default on new service tickets and can be overridden on each ticket’s Finance tab.
| Field | Description |
|---|
| Bill each Service Ticket separately | Generate one invoice per ticket. When cleared, summary invoices combine tickets by Location. |
| Bill service tickets only after they have been closed | Require closure (with the Closed flag set on the Service Board Setup Table) before invoicing. |
| Bill unapproved time and expense records | Bypass timesheet approval for tickets on this Location. |
Invoice Defaults for Projects
| Field | Description |
|---|
| Bill projects only after they have been closed | Wait for full project closure before invoicing. Phase-level closure also unlocks billing (see Phase Status Setup Table). |
| Bill unapproved time and expense records | Bypass timesheet approval for project entries. |
| Progress time - Attach time records to progress invoices | Fixed fee projects only. Attaches time to the progress bill; those records won’t appear on the final bill. |
| Restrict down payment | Tie a down payment to a specific project. |
Invoicing Defaults for Sales Orders
| Field | Description |
|---|
| Bill sales orders only after they have been closed | Requires the closed flag on the Sales Order Status Setup Table. |
| Bill Products only after they ship | Requires the Procurement add-on. |
| Restrict down payment | Tie a down payment to a sales order. |
| Copy Non-service / Service / Agreement Class products | Shown when creating an invoice directly from a sales order. |
| Field | Description |
|---|
| Include logo on invoice printout | Prints your uploaded logo on invoices. Also used on quote headers. |
| BROWSE | Upload a logo. Recommended size: 250 × 60 pixels, GIF, JPEG, or PNG. |
Email Options
| Field | Description |
|---|
| Include Read receipt | Request a read receipt when the customer opens the invoice email. |
| Include Delivery receipt | Request a delivery receipt when the email reaches the customer’s mailbox. |
| Attach XML File of Invoice | Attach both an XML and PDF to each invoice email. Special characters in the XML aren’t supported by custom templates. |
| Default Email Template | Email body template, defined in the Email Formats Setup Table. |
| Disable routing email | Suppress the approval-cycle email to the next routing member. The invoice still appears in their My Invoices. |
Localization Options
| Field | Description |
|---|
| Country | Default country, defined in the Country Setup Table. |
| Currency | Default currency for this Location. Controls all time, products, and expenses invoiced under this Location. For multiple currencies, create multiple Locations. |
| Business Number | Canadian CRA Business Number or Australian ABN. Only shown when Country is Canada or Australia. |
Avalara Tax Options
| Field | Description |
|---|
| Company Code | Per-Location Avalara company code. Overrides the code in the Avalara Integration Setup Table. Leave blank to fall back to the integration-level default. |
| Exclude from Avalara Tax Calculation | Skip Avalara entirely for this Location. |
Routing tab
Routing rules send invoices through an approval chain before posting. Each rule has a sequence number (lower numbers fire first) and routes to a member, a role, or a group. Once the last approver reviews an invoice, PSA marks it reviewed and removes it from everyone’s My Invoices.
Note: Standard Invoices can’t be routed by Group.
Routing rule fields
| Field | Description |
|---|
| Sequence Number | Order of execution. Not required to be sequential (5, 10, 15 is fine) — just ordered low to high. |
| Invoice Rule | Which invoices this rule applies to: Agreement Invoices, All Invoices, Project Invoices, or Standard & Special Invoices. |
| Routing Rule | Who to route to. Options include Account Manager, Department Manager, Invoice Creator, Location Manager, Project Manager, Sales Originator, Specific Member, and Territory Manager. Each pulls the target from the relevant screen (company Team tab, project record, and so on). |
| Route to Member | Shown only when Specific Member is selected. |
Better Invoice replaces every Standard and Agreement Invoice Template with a branded PDF. Configure your Billing Setup template defaults once, then let Better Invoice render the actual invoices — no Report Writer, no HTML editing. See how it connects →