Features
Better Invoice has three jobs: make your ConnectWise Manage invoices look premium, read the way you actually sell, and catch problems before your client ever sees them. Here's the full capability list behind those three jobs — from one-click theming to a complete template code editor.
No credit card. Connects to your ConnectWise PSA.
Branding & design
Match your brand in minutes. Clients see a premium document, not the default spreadsheet-style printout from ConnectWise Manage.
Color presets, font pairings, table styles, and spacing controls. Match your brand in minutes — no designer required.
Rich formatting in descriptions and notes, plus thousands of stylized icons you can drop inline. No HTML required.
Line-item control
Hide what clients don't need and roll work up to match how you package services. ConnectWise's one-size-fits-all formatting becomes your formatting. Need a reshape that isn't on this list? See custom extensions →
Fixed fee, project, and agreement invoices each get independent settings for visibility, columns, and detail levels.
Zero-dollar groups, GL pass-throughs, and internal line items — hidden from the client, preserved for your reporting.
Consolidate Remote, Onsite, and Travel into clean summary lines. You choose which work types roll up.
Review & quality control
Rules flag questionable invoices before they go out, so nothing slips through. Loop in the right people, sign off together, and keep a complete audit trail — from your desk or your phone. See invoice review →
Rules automatically flag questionable invoices before they go out: stale labor (e.g. months-old time), line items with no notes, low $/hr, leftover placeholder products, and extras that don't match the workstation count.
Route invoices to multiple reviewers, seeded automatically from your ConnectWise Invoice Routing. Each signs off independently — the invoice finalizes only when the last one approves.
Discuss an invoice right where it lives. Threaded comments and @-mentions loop in your ConnectWise team, with the whole conversation attached to the invoice.
@-mention someone without a login and Better Invoice mints a scoped, login-free link. Accountants, managers, and clients can view, comment, and approve — no account needed.
One chronological record per invoice — every comment, approval, status change, and ConnectWise audit event in a single feed, each action stamped with who did it.
A review screen built for speed, with flags surfaced up front so nothing slips through — designed to more than double how fast you process invoices.
Review and approve invoices from anywhere — on the road, between meetings — right from your phone.
Automation & data
Pull in data from outside ConnectWise and let routine touches happen on their own.
Pull SLA metrics, asset data, or anything from n8n or external APIs directly onto the invoice.
Auto-pay notices triggered by payment terms. A paid stamp appears automatically when the balance hits zero.
Developer & power
Drop down to the code when a setting won't cut it. Every template is yours to edit, with print-perfect output.
Edit all template code (HTML, CSS, and more) with syntax highlighting, live preview, version history, and one-click restore.
Print-perfect PDFs generated in sub-second times, so a full billing run never waits on rendering.
That's the headline list — there are 150+ more settings under the hood. Browse the docs →
Start for free. Your invoices should look as good as the work you do.
Get started free →