Custom invoice templates in ConnectWise Manage replace the default Report Writer output with HTML rendered from an external URL. This is how ConnectWise supports branded invoicing without modifying Report Writer — and how Better Invoice delivers a modern, customizable invoice on top of your existing billing workflow.
Add a custom invoice template
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Go to System > Setup Tables > Invoice Templates.
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Select Add New in the toolbar.
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Enter the following fields:
- Template Name — A display name for this template. This appears in invoice template dropdowns throughout ConnectWise Manage.
- Custom URL Link — The URL provided by Better Invoice. CW Manage substitutes
[billing_log_recid]at render time.
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Select Save And Close to return to the templates list.
The new template now appears in the list with a checkmark in the Custom column. It’s available for selection when printing or emailing invoices.
Templates that already have a checkmark in the Custom column are pointing to external URLs.
How ConnectWise Manage uses the custom URL
When a user previews, prints, or emails an invoice with a custom template selected, ConnectWise Manage fetches the Custom URL Link and renders whatever HTML comes back. Before the request is made, CW Manage substitutes the [billing_log_recid] token with the invoice’s billing log ID, so the external service knows exactly which invoice to render.
There’s no API sync, no template file to upload, and no Report Writer changes. The invoice is rendered live from the URL every time it’s viewed.
Related
- Connect Better Invoice to ConnectWise PSA — get the custom URL you’ll paste into CW Manage.
- Set up custom invoice templates in ConnectWise Manage — deeper walkthrough covering template defaults and assignment.
- Replacing Report Writer for ConnectWise invoices — why MSPs are moving off Report Writer and what custom URL templates unlock.