Invoice Review

ConnectWise invoice review that catches the mistake before your client does

Every billing run hides a few landmines: a line under cost, a hundred-day-old time entry, an internal note that was never meant to leave your shop. Better Invoice reads every open ConnectWise Manage invoice, flags what's wrong in plain English, and routes it for sign-off. Every mistake caught before a single PDF ships.

Start free → Read the docs →

Use in less than 5 minutes without a credit card or sales person.

app.betterinvoice.io/review

Better Invoice review of a ConnectWise Manage invoice, with a line item flagged as priced below cost in the side panel

One screen: the rendered invoice, the flags, the reviewers, the whole history.

The invoices you'd never have sent on purpose

ConnectWise will happily generate and email an invoice with a problem baked in. Nobody catches it until the client does. By then it's a credit memo, an awkward email, and a dent in the relationship.

– Hardware and software billed below your cost, or under your margin floor.
– Stale time from two months ago, billed now and impossible to defend if questioned.
– Hours billed with no ticket notes — or notes so thin the client has no idea what they paid for.
– Internal TODO/FIXME notes and admin time that were never meant for a customer's eyes.

Automatic checks

It finds the money before it leaks out

Twelve built-in checks scan every open invoice and raise errors, warnings, and info flags. Each one carries the math and a deep link to the exact product, ticket, or time entry in ConnectWise Manage. Catch one a month and Better Invoice has paid for itself.

Stop accidentally giving stuff away.

Nobody on your team decided to sell those laptops at a loss. The distributor raised the cost after you set your catalog price, ConnectWise billed the stale number, and a six-unit refresh shipped $210 underwater — buried in a $39,268 invoice nobody was going to catch by eye. That's one line, one invoice. Now multiply it across every product you resell, every billing run, every month. Better Invoice marks it red, shows the price-versus-cost math, and links straight to the product record so you fix the catalog, not just this invoice.

Flags

error

Priced below cost

Dell Latitude 5550 Laptop (×6), below cost: $210.00 loss ($1,180.00 price vs $1,215.00 cost).

info

Non-billable time

4 h of non-billable labor (would bill ~$600.00):

#800014 · After-hours server reboot 2 h
#800018 · Courtesy config cleanup 2 h

Don't write it off. Fix it and bill it.

A 104-day-old entry, six hours of work behind thirteen thin lines, labor sitting on an internal Presales work-type. None of it is lost yet. While the invoice is still open, you can reinforce the weak lines, recategorize what's miscoded, and bill the time you actually earned. After it ships, the only options left are a credit memo or eating the cost.

Flags

warning

Internal work-type billed

1 time entry on the Presales internal work-type (would bill ~$450.00):

#800024 · Discovery & scoping workshop 3 h

info

Stale time

3 billable time entries older than 60 days (oldest 104 days):

#800010 · Legacy file server migration 104 days

info

Thin ticket notes

1 ticket with notes too thin for the time billed, below the 6 lines/hour minimum:

#800021 · Backup job reconfiguration 13 lines · 6 h

Desktop & mobile

Read every line. On any screen.

On your desktop, every invoice lays out as one clean, scannable sheet: time entries, products, expenses, and notes, with flagged lines marked right where they sit. No rendering a PDF and squinting at it.

And the whole queue travels. Open a flagged invoice on your phone from the couch or the checkout line, read the thread, and approve or reject on the spot. Your guest reviewers get the same thing, with no app to install.

app.betterinvoice.io/review

Better Invoice skim view: the Review tab of a ConnectWise invoice laid out as one scannable sheet of line items, services, and totals

A flagged ConnectWise invoice open on an iPhone in Better Invoice, with approve and reject controls

Internal notes

See what the customer sees. And the details behind it that matter.

The customer-facing work notes are what actually lands on the invoice, so they have to read right before it goes out. Sitting behind them are the internal notes your team left for each other: the context that tells you whether the line is coded right and belongs on this invoice at all.

It's also what you need to make a weak line stronger. When a description reads too thin to bill with confidence, the background behind it tells you what actually happened, so you can reinforce the customer-facing notes yourself or send it back to the tech to flesh out, before the invoice goes out.

Better Invoice time-entry detail showing customer-facing work notes beside an internal note marked INTERNAL that stays hidden from the client

Comments & @mentions

Pull in the one person who knows.

@mention any ConnectWise member right on the invoice. Loop them in as a reviewer, or just email them the comment in the same step. The whole thread stays attached to the invoice instead of buried in someone's inbox.

Comment thread on a ConnectWise invoice in Better Invoice: a reviewer @mentions a teammate to back-fill missing ticket notes before the invoice goes out

Activity & audit trail

Track every invoice to completion.

Comments, approvals, rejections, and status changes land on one timeline, alongside the ConnectWise events that matter: billing-status changes, payments, credits, and emails. Guest and email actions are marked, so you always know who acted and how.

It's a streamlined log of what's happened to an invoice. When someone asks who approved what, the answer is one scroll away. Read more in activity & audit trail.

Better Invoice activity timeline for a ConnectWise invoice: created, moved to In Review, approved by three reviewers, then marked Approved

A modern upgrade to Invoice Routing

ConnectWise Manage already has a pre-send review concept — Invoice Routing. It hands an invoice from one person to the next, but it can't tell you why an invoice needs a second look.

Better Invoice keeps what works and adds what's missing. It seeds reviewers directly from your existing Invoice Routing list, so there's nothing new to set up — then layers on automatic flags, threaded comments, guest sign-off, and a full audit trail on top of the same workflow your team already knows.

Instead of passing an invoice along and hoping the next person spots the problem, your reviewers open it with every issue already surfaced and explained.

How MSPs run invoice QA

A consistent pre-send review is the difference between catching mistakes internally and explaining them to a client. These guides walk through the workflow, the approval chain, and a checklist you can adopt today.

How MSPs review invoices before sending — The pre-send review habit that keeps credit memos rare.
Building a ConnectWise invoice approval workflow — From Invoice Routing to a real, accountable sign-off chain.
The invoice QA checklist for MSPs — Every check worth running before an invoice goes out.
What is invoice review? — The full feature overview and how it connects to ConnectWise.

ConnectWise invoice review that catches the mistake before your client does

The invoices you'd never have sent on purpose

It finds the money before it leaks out

Stop accidentally giving stuff away.

Don't write it off. Fix it and bill it.

Read every line. On any screen.

See what the customer sees. And the details behind it that matter.

Pull in the one person who knows.

Track every invoice to completion.

A modern upgrade to Invoice Routing

How MSPs run invoice QA

Ready to send better invoices?