Custom Extensions
Your client didn't buy a list of SKUs. Stop billing them like they did. ConnectWise prints GL codes, agreement adjustments, and prorate lines that make sense to your PSA and mean nothing to the person writing the check. We reshape every line into language they recognize, so the invoice reads like a receipt instead of a database export.
Name it. We've built weirder.
There's no fixed list. Every extension does one of four things — it translates ConnectWise's language, reshapes the structure, cleans up the noise, or tailors the invoice to how you bill. Here's a sampling to show the possibilities.
A productized per-seat offering bills each add-on across every user. The seats your base plan already covers fold up into the per-user line; only the overage beyond your base seats lands in a tidy Additions group. The total never moves, and ConnectWise stays granular.
“101 - ”, “8810 - ” — the prefixes that keep your PSA tidy mean nothing on a customer’s bill. They come off the moment the invoice renders.
And dozens more — none of them on a menu:
Sub-head the product list — Microsoft, Hardware, Licensing — with an optional subtotal under each, instead of one flat list.
Pull anything billed beyond a bundle’s per-device quantity into a separate “Add-ons” group, so overage is clear and never disappears into the bundle line.
For master-agreement roll-up items, blank the quantity and hide the unit price so the summary line reads cleanly.
Reclassify product lines that are really subcontracted labor into the services section, grouped with your in-house work of the same role.
See it in a story →Show one agreed effective rate across roles, adjusting the displayed hours so each line total is unchanged.
Surface a ConnectWise project custom field as a row in the project details.
Included and bundled-at-no-charge rows pad the invoice with lines a client has to mentally skip. We drop them from the print and leave them untouched in ConnectWise.
Per-seat additions pile up as separate rows in your PSA. We combine them into a single quantity line at the same price — easier to read, identical to bill.
Keep going. You describe the behavior; we build it and switch it on. No roadmap, no waiting:
Surface the expense entry’s own description on the expenses table, so a line shows what the expense was — not just its type and amount.
Bucket expenses by Travel, Software, or Hardware with a subtotal for each.
Pull the client’s assigned account manager from your PSA and print their name in the invoice header.
Promote the agreement name to the section heading and drop the redundant in-table heading row.
Display the ConnectWise invoice group’s short name as a small label above the group description.
Sort the tax summary into Canadian convention, with GST/HST before PST/QST.
ConnectWise stamps “prorated” on full-month lines, drops American slash dates with a stray colon, and lets Pax8 ranges through untouched. Three separate cleanups, applied in one pass — hover to watch all three.
See it in a story →Invoice the parent company, the holding company, or the registered legal name — pulled from a ConnectWise custom field, with nothing changed on the company record itself.
Each of these started as one shop saying "our invoice should do this." Then it did.
Your invoice is one of the few documents every client actually reads line by line. Someone on their end reconciles it against what they think they bought, and "Agreement Adjustment — Tier 2 Prorate" matches nothing they recognize. If they pay by check, it sits while they chase down what it means. If they're on auto-pay, the money's already gone, and now they're staring at a charge they can't explain, wondering what else they've missed. Either way, you've planted doubt in the person who decides at renewal whether you're worth keeping.
You spent years earning that trust. One line nobody can read spends it for you. So fix the line. Send us the one invoice that bugs you most. We build the extension, switch it on, and it cleans every invoice from then on. Nothing to install. Nothing to maintain. Your tickets, agreements, and totals stay exactly as they are in ConnectWise. And it costs you nothing to try.
Free to build. Nothing to install. Your ConnectWise data never changes.
Start for free. Your invoices should look as good as the work you do.
Get started free →