How to Create a ConnectWise API Member for Custom Invoices
Step by step: create a least-privilege security role, an API member and API keys in ConnectWise PSA, with the exact module permissions custom invoices need.
How to Combine Multiple ConnectWise Invoices Into One
Two ways a combined ConnectWise invoice can look, three ways to decide which invoices get combined, and the production problems to plan for, from status races to API paging.
NexNow Hosted Invoices for ConnectWise PSA | Fast, Fully Customizable Invoice Generation
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 […]
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 […]
Historical Report of Service Tickets by Date in ConnectWise
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 […]
Add Summary Matrix to HTML in ConnectWise Manage Report Writer
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 […]
Adding Custom Fields with Numbers or Dates to Report Writer
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 […]
Show Decimals in Report Writer Only If They Exist
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. […]