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.
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
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 […]
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. […]
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 […]