Invoice Export Detail

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: