Do You Really Need That Workflow to Be an AI Prompt?
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.
Custom Reporting
ConnectWise custom reporting tips: Report Writer expressions, HTML templates, custom invoices, SSRS and Power BI, from NexNow.
Add a MICR / Lockbox Scan Line to ConnectWise Invoices
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.
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
Looking for examples, pricing or a demo? See NexNow Hosted Invoices for ConnectWise → Want custom ConnectWise invoices without building and maintaining the templates yourself? See how NexNow hosted invoices work, or book a demo and we’ll show you your own invoices in a new design. Related guides
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
Updated October 2026: moving from on-premise ConnectWise to the cloud? Direct SQL access works differently there. See Moving ConnectWise to the Cloud Without Losing SQL Access for what changes and how to get it back. There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. […]
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 […]