Posted by: Eric Wichhart | April 20, 2012

ConnectWise Collections Track Coming Your Way

Tired of trying to keep track of the credit statuses of your clients? Well, then coming with the new 2012.1 release of ConnectWise you will be able to automate this process. With the use of new workflow rules and triggers that can be ran against invoices, you will now be able to trigger work flow rules against invoices and be able to change the company status based on the ages of invoices. Please note that you must also be using QuickBooks as your financial software to completely automate the process and do regular invoice payment syncing between QuickBooks and ConnectWise.

If you would like one of our experienced consultants to set this up for you, please send an email to and we will be glad to lend a hand.


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