
Agreements Invoicing Gadget: Visualize Your Monthly Invoicing Over Time
Agreements Invoicing: What IT Does
This gadget can be used to get a broader view of agreements invoicing spread over the year. See why some months have a much higher invoicing than other months. The financial department can use this graphical chart to compare it with other finances.
Platform
ConnectWise On-premise
Visualize IT
This gadget is a graphical chart that shows you the monthly total of invoicing in a visual line.
Customize IT
Adjust this gadget to your liking by setting the parameters of the “Agreements Invoicing”:
Here’s an example of setting the parameters:
Related to IT
Examples are: “WIP Cash Value” and the “Work in Progress by Member” gadget.
Bundle IT
This gadget bundled in a dashboard will show you the pending work in progress in cash value and that same dollar amount divided by member. This can be used to invoice some of the cash value in the months where the agreement invoicing is low for example. And individual members become more accountable for their old invoices.
What do you bundle your “Agreements Invoicing” gadget with?
Agreements Invoicing: Get IT
Select this gadget in the “Finance 1” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!