Outstanding software for outstanding MSPs
CWTools specializes in creating useful utilites for the Connectwise Manage system
Connectwise Automated Late Fees Service
Finally! A system that automatically generates late fee invoices and/or agreement additions for past due customers. Completely automated and customizable.
You will see a dramatic improvement in payment receipts after activating this application. We originally wrote this application for in-house use nearly 5 years ago. Immediately our slow paying customers started magically paying on time!! And we are hearing the same responses from other MSPs using this software.
Capabilities
Every 24 hours (user adjustable time) the service will search for all past due invoices in your Connectwise system and systematically create Miscellaneous late fee invoices for non-agreement past due invoices, and agreement additions for past due agreement invoices. This is user selectable, you can choose to only create miscellaneous invoices for all past due balances and not create agreement additions during configuration.
- The system runs as a service on any machine at your location – it is recommended to install it on a server or other machine that does not get powered off.
- Minimal resources required - the entire nightly process takes a few minutes.
- Grace periods can be set on a per customer basis or globally to allow for some "wiggle room"
- Individual customers can be "disabled" from the service (from within your Connectwise Manage) so no late fees are generated for them.
- The system can send an email “digest” each day that tells you what late fee invoices were created, jeopardy customers. grace period customers and more.
- All data required for the service is actually stored in your Connectwise system, no data of any kind (except the log) is stored on the machine running the service. This allows you to move the service to a difference machine if needed without losing any integrity of data or historical data required by the service.
- A new configuration type “Late Fee Service Info” is created by the setup application in your Connectwise system, the service then creates and uses these configurations under the past due customer’s accounts to store past due invoices and other data required by the service.
Late Fee Service FAQ
A 15 day free trial is built into the system. The subscription can be activated on one system. The trial subscription is valid for 15 days and will allow the service to run with no functionality limitations. Processing will stop after 15 days however. The system will notify you via email when your subscription is nearing expiration.
Testing with the Trial
There are two methods of testing the application in your environment:
Method 1 (Best - and most thorough)
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All Connectwise installations include a “training” database. This documentation shows you how to quickly make your training database an exact copy of your production environment.
(You will need to login to the Connectwise University to access this doc):
Copy your production Connectwise data to your built-in training database
You can then point the Late Fees service to your training database to see exactly how the process works without touching your production system.
Method 2 (Easier but doesn't update your Connectwise System')
- Alternatively, you can point this application to your production system and simply set Test Mode to TRUE in the setup app to avoid any changes to your Connectwise system. The system will run normally, and the email report will show you everything that WOULD HAVE happened in your Connectwise system. It is important to note that when using this method, every subsequent run of the service will produce the same email report since the system is not storing the required data to your Connectwise system and therefore does not know which late fee invoices have been processed
Built-in Setup Application
Daily Email Report
Subscription based
The subscription is annual and costs only $189 per year. Conversion from free trial to subscription is built into the software setup application. Support is free for subscribed customers and trials.
Requirements
- Connectwise 2019.2 or later is required. This application utilizes the Connectwise REST API - no database access is required.
- .NET 4.6.2 or later is required on the machine running this software (Windows 10, Server 2012 or newer recommended ) NET 4.6.2 is a free download from Microsoft if not already installed on your system.
- The installer includes a setup application that lets you configure the service for your environment. The built-in setup application makes setup easy. You will be up and running in about 10 minutes.
Creates Misc Invoices OR Additions to Agreement Invoices - automatically!
