Free version only comes with Default invoice details.
- Default - This invoice will post with minimal information. The description on the QuickBooks invoice will state Service for any labor billed.
- 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
- Detailed - This invoice will enable you to carry over the following items in a text-only format:
- Ticket # [srnumber]
- Work role [workroledescription]
- Work type [worktypedescription]
- Resource [memberfirstandlastname]
- [srsummary]
- [time entry notes]
- Hours (in decimals)
- Rate (amount x quantity)