Workaround for ConnectWise Batch Invoicing Email Issue

A known issue in ConnectWise Manage can cause batch invoice emails to be delivered to the wrong contact or company. Until you’ve confirmed your instance is fully patched, use one of the workarounds below.

Note: ConnectWise released a patch for both Cloud and On-Premises partners. If you’re on-premises, confirm you’ve installed version 2019.5.68477 or higher before relying on batch email again.

Check the email audit trail

If you’ve already sent a batch and want to verify where the emails went, review the email audit trail in ConnectWise Manage to confirm delivery to the correct contacts.

Workarounds

Option 1: Send invoices individually

Avoid the Invoice Batch Emailing screen and the Invoice list mass action entirely. Instead, send each invoice from its print preview:

1. Go to Company Finance > Invoices.
2. Select the invoice you want to send.
3. Select Print Invoice > Email.

Option 2: Limit batches to one company at a time

If you need to use batch email, restrict each batch to invoices for a single company:

1. Open the Invoice Batch Email or Invoice Search screen.
2. Filter the results to a single company before selecting invoices.
3. Send the batch, then repeat for the next company.