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!