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Reprint Closed ConnectWise Invoices with New Template
Occasionally, I have clients that have already closed an invoice with a different template and they want to reprint it with a new template. Or, they want to test out new invoice template layouts with existing invoices. Here is an easy way to create an alternate custom invoice PDF template link on the ConnectWise PSA […]
Set up Power BI SQL Connection for ConnectWise Cloud or Self-Hosted
There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. However, there seems to be a lot of confusion on how to set up a SQL-based connection for Direct Query in Power BI or even whether it’s possible. As of this writing, the official University […]
Report of Invoice Templates in Use in ConnectWise
If you’ve been using ConnectWise for a while, likely your invoice needs have changed over time. When I’m implementing a custom invoice template for a client, I’m often asked to help figure out which templates are actually used and how often. Then, when I build the NexNow template, we’ll usually try and consolidate things to […]