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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 […]