For years, ConnectWise users have faced an unfortunate tradeoff when it came to invoicing.You could use standard invoice templates and enjoy fast performance—but with little to no branding or flexibility. Or you could rely on the aging iZenda-based Report Writer to create custom layouts, accepting slower generation speeds, complex maintenance, and the limitations that come […]
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 […]
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 […]
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 […]
Clients often ask me if there’s a way to build a report that looks back on service board statistics over time. While some more complex questions will require either building your own historical database or paying for a 3rd party tool like Cognition 360 to do it for you, we can do quite a lot […]
A while back, I had a client that needed a summary matrix of time spent by agreement type on their overage invoices in a matrix format. This is possible with a custom invoice in ConnectWise Manage. In this post, I’ll show you how to create the matrix formatted HTML subreport in Report Writer that you […]
If you try to do calculations on your ConnectWise Manage custom fields in Report Writer, you’ll notice that custom fields that are supposed to be formatted as a number or date type just come through as text. ConnectWise stores custom fields as the SQL data type varchar, instead of the relevant type you selected for […]
UPDATE UPDATE 2021-04/27 – Here’s a simpler version that works in some cases (this is what I started with before settling on the version below as this way didn’t want to work on that invoice). If you need to do calculations on the numbers, stick with the original method as this method converts to text. […]
I’m not sure why I never thought of doing this before. Last week I set up a custom invoice for Brian Largent at Arclight Group and he asked if it was possible to dynamically display his product images in-line with their agreement additions, similar to how they display on his ConnectWise Sell invoices. Here’s a […]
A lot of clients prefer to have their negative numbers in parentheses instead of with a minus sign. I’ve used various methods to get around the lack of support for this display format in Report Writer by today I realized there’s a simpler way that can be applied universally. Rather than adding complex SQL logic […]