Sending Invoices in ConnectWise PSA

ConnectWise gives you three ways to get invoices out the door: batch email, mass print, or send individually from Invoice Search. Use whichever matches your workflow. Before sending, confirm the invoice has been created and — for batch email — that its delivery method is set to email on the Company Finance Summary tab.

Batch email invoices

Use Invoice Batch Emailing when you want to email multiple invoices in one pass — the most common method for recurring billing runs.

1. Go to Finance > Invoice Batch Emailing.
2. Select the checkboxes for the invoices you want to send.
3. Select Send Now.
4. In the Confirm dialog, select YES.

Mass print invoices to mail

Use this when you need to produce a single printable file of multiple invoices for physical mailing.

1. Go to Finance > Invoice Search.
2. Select the checkboxes for the invoices you want to print.
3. Select Actions > Print Invoice.
4. In the ConnectWise Invoice Report Form, select Print Invoice.

All selected invoices are combined into one printable document.

Send a single invoice from Invoice Search

Use this to send one invoice at a time without going through the batch screen.

1. Go to Finance > Invoice Search.
2. Select the checkbox next to the invoice.
3. Select Actions > Send Invoices.
4. Select YES to confirm.

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If your invoices don’t reflect your brand — logo, colors, layout — ConnectWise’s default template won’t cut it. Better Invoice lets you build fully custom invoice templates that send through ConnectWise exactly like the standard ones.