Default
This invoice will post with minimal information. The description on the QuickBooks invoice will state Service for any labor billed.
Example:
Condensed
This invoice will post the following details with the summary information as follows:
- ConnectWise PSA standard invoice for projects - Project name / project phase
- ConnectWise PSA standard invoice for service tickets - Ticket number / summary line
- ConnectWise PSA standard invoice for more than one ticket on an invoice
- These will be separated out by ticket number
Example:
Detailed
This invoice will enable you to carry over the following items in a text-only format:
NOTE: Internal Notes will batch over if they are marked as billable
- Ticket # [srnumber]
- Work role [workroledescription]
- Work type [worktypedescription]
- Resource [memberfirstandlastname]
- [srsummary]
- [time entry notes]
- Hours (in decimals)
- Rate (amount x quantity)
Example:
