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News & Blog
NexNow Hosted Invoices for ConnectWise PSA | Fast, Fully Customizable Invoice Generation
For years, ConnectWise users have faced an unfortunate tradeoff when it came to invoicing.You could use standard invoice templates and enjoy fast performance—but with little to no branding or flexibility. Or you could rely on the aging iZenda-based Report Writer to create custom layouts, accepting slower generation speeds, complex maintenance, and the limitations that come […]
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
There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. However, there seems to be a lot of confusion on how to set up a SQL-based connection for Direct Query in Power BI or even whether it’s possible. As of this writing, the official University […]