Custom ConnectWise invoices,
built for you with near-instant setup
Beautiful, fully custom invoices designed around your brand, tested against your real invoices, and hosted for you. No Report Writer, no ConnectWise user for us, and no change to how your team invoices.
Pre-built or custom ConnectWise invoice templates
Start from a proven design with your logo and colors, or bring your own. These are just a few we’ve built. Free design kit available if you’d like to create it yourself. 100% customizable with no form-editor limits.
Scroll sideways for more, and click any invoice to see it full size.
Everything Report Writer invoices can do, and a lot more
Combined (master) invoices
Merge line items across a company’s invoices, or collate several invoices into one PDF with a combined total. Customers can see combined invoices in your invoice portal too.
Your design, your brand
Choose a prebuilt design with your logo and colors, or bring us your own. No forced page margins and no quirky page splits.
Agreement addition bundling
Keep additions in the right financial buckets while showing clients exactly the detail you want. Mimic CW default grouping, or set your own rules to control how each addition is grouped and ordered, hide some or all sub-items, and choose whether quantities, totals, or descriptions show for child items.
Related records on the invoice
Pull in any information connected to the invoice or customer, such as sales order details, project work plan, outstanding invoice list, or configs.
No limit on customization
MICR lockbox scan lines, E-Rate breakdowns, telephony taxes and fees, third-party data, custom groupings. If you can describe it, we can build it.
Fast and dependable
No reliance on Report Writer. PDF caching shows already-generated invoices almost instantly and makes bulk emailing more stable.
Your own private platform
Runs on a dedicated automation workspace just for your company, with an optional no-retention mode. The same workspace can run your custom reports and ConnectWise automations.
Long user lists in columns
Licensed user and contact lists in your line items can automatically move into columns to save space, often cutting page counts in half. See the before & after →
Production ready in days, not months
Share API access
A standard ConnectWise API member with read access. We never need a ConnectWise user login.
We build and test
We set up your design and test it against your real invoices, revising until every line is right.
Go live
Keep invoicing in ConnectWise exactly as you do today. Future changes are just a quick email to us.
Simple monthly hosting
NexNow Hosted
- Free demo on your real invoices
- Choice of prebuilt design with your logo and colors
- Combined invoices and agreement bundling
- PDF caching and stable bulk emailing
- Your own dedicated automation workspace
*Monthly hosting starts at $59 depending on user count and total invoices per month. Base price includes a prebuilt design with custom image, colors, and select customization options.
Total Customization
- Bring us your design
- Pull in third-party data sources
- Client or regulatory requirements
- E-Rate breakdowns
- Telephony taxes and fees
- Auto-generated MICR codes, and more
*Up to 4 hours of customization time, which covers most design and client-specific data and display requirements.
Common questions
Do we have to change how we invoice?
No. Your team keeps creating and sending invoices in ConnectWise as usual. The hosted invoice works with the places your invoices already go, including payment portals like WisePay, ConnectBooster, and Alternative Payments.
Do you need a ConnectWise user account?
No. We only need API access, which you can scope to read-only for the areas invoices use.
Does this work with ConnectWise Manage?
Yes. ConnectWise Manage is now called ConnectWise PSA, and it’s the same product. Our templates work with both cloud-hosted and on-premise versions.
Can the invoice use our ConnectWise custom fields?
Yes. For grouping, we usually use ConnectWise’s built-in invoice groups, so you don’t need custom fields for that. Custom fields are there for everything else: pulling extra data onto the invoice, or driving behavior specific to how you bill. As long as the field has a logical relationship to the invoice, we can use it.
How do combined invoices work?
Create invoices as usual, then generate one combined invoice document, either as merged line items or as separate invoices collated into one PDF, listing the original ConnectWise invoice numbers if needed. Choose the combining method that works for you:
- Combine the invoice on screen with every current invoice for that company
- Combine by custom field: mass-update the invoices you want combined with the same value
- Combine based on dates or other custom rules
We save which invoices were combined, and how, in your invoice history, so a combined invoice can generally be regenerated later, including from a payment portal. We still recommend keeping the original PDF as the copy the customer received.
Where is our data stored?
Each client runs on its own dedicated instance on our Azure server. If you’d rather we not keep generated PDFs or run history at all, we offer a no-retention mode that renders invoices on demand.
We already use Report Writer invoices. Can you still help?
Yes. See our Report Writer invoice templates, or ask us about moving to hosted invoices.
See your own invoices, redesigned
We’ll set up a free demo using your real ConnectWise data.