ConnectWise Billing Status Setup Table

Billing statuses track where an invoice is in your process — from initial creation through review, sending, and close. ConnectWise assigns the default status when you create an invoice; you can change it at any point afterward.

ConnectWise ships with a suggested list of statuses. Update them to match your workflow.

Statuses and what they control

Each status has four flags that control behavior across the system:

• Default — Automatically assigned when a new invoice is created. Only one status should carry this flag.
• Closed — Marks the invoice as complete and ready to export. Invoices must be in a closed status before they appear in the Accounting Interface.
• Sent — Marks the invoice as emailed. Invoices in a sent status are removed from the Invoice Batch Emailing screen so you don’t accidentally send them again.
• Inactive — Hides the status from the status picker on invoices. Use this to retire statuses without deleting them.

Note: If an invoice is not showing up in the Accounting Interface, check whether its status has the Closed flag selected. Invoices only appear for export when that flag is set.

Note: For the Closed flag to work, the company must have an Account field entered on the Company Finance Summary tab. If that field is blank, you cannot close the invoice.

Add or edit a billing status

1. Go to Setup Tables and search for or select Billing Status.
2. To create a new status, select New. To edit an existing one, select its name.
3. In the Name field, enter a name for the status.
4. In the Sort Order field, enter a number to control where it appears in the list.
5. Select any flags that apply: Default, Closed, Sent, or Inactive.
6. Select Save.

Suggested workflow statuses

A common setup:

Status	Default	Closed	Sent
Draft	Yes
Ready to Send
Sent			Yes
Closed		Yes

Adjust names and flags to match your billing process. The only hard constraint is that invoices must reach a Closed-flagged status before they export to your accounting system.