Senior Partner Support Consultant, ConnectWise
A member of the ConnectWise support team since 2014, Ashley Martin is now a senior partner support consultant, having earned all ConnectWise Manage™ support module certifications. Ashley received a dual bachelor’s degree in human movement & performance and physical education from Florida Southern College. When she’s not working, you can catch Ashley playing volleyball around Tampa Bay.
ConnectWise Manage Tip
Under the Invoicing Wizard, if you drill into the Company line to review/select the items you wish to invoice, utilize the “Actions” option on this screen. This allows you to review the billing recap (down payment and agreement amounts that may be applied will appear here), create an invoice with a specific invoice #, or update the billing rates/agreements of the selected items in mass. Also, remember you can Cancel an Agreement Invoice from under the Agreement Invoicing Tab of the Invoicing Wizard by right clicking on “Open” under the “Cancelled” column for the specific line you wish to cancel.