Ready-made ConnectWise reporting suites are built for the average MSP. Why they never quite fit, what the usual workarounds cost, and how to start from a working report and shape it to your business.
Catch agreement billing drift: compare each ConnectWise agreement to its previous invoices, flag big changes and hidden line-item changes. SQL and API examples, or use the built report.
Moving from on-premise ConnectWise PSA to the cloud? What happens to your custom views, SQL jobs and Power BI reports, and how to get most of that functionality back.
Emailed custom invoices that arrive corrupt, blank or half rendered. Why Report Writer does it under load, what you can do about it, and how hosted invoices use 429 back off and caching.
ConnectWise has no concept of an invoice split between the E-Rate program and the school. What an E-Rate invoice has to show, where to store the details, and the math, including the sales tax exception.
ConnectWise and payment platforms send invoices fine for most MSPs. For teams that want more control, a billing portal to review, combine and send invoices from your own mailbox, and close them in ConnectWise.
Many AI automations at MSPs are really rules written as prompts. A simple test for which steps need AI and which should be scripts, the pattern we use, and how to check the results either way.
How to add a bank lockbox scan line (often called a MICR line) with a check digit to ConnectWise PSA invoices, including the JavaScript to build it.
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.
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.
