Invoice lines in ConnectWise Manage

Introduction

This article explains what happens in ConnectWise after a successful sync from the Platform — where to find the synced data, how Platform fields map to ConnectWise fields, how charge-date rules affect the values stored on Additions, and how Additions for subscriptions no longer present in the current month are automatically cancelled in ConnectWise.

Where to find synced data in ConnectWise

After a successful sync, the data posted from the Platform appears in ConnectWise Manage as Additions attached to Agreements.

Navigation path

Alternatively, navigate from a specific company:

1. Open the company in ConnectWise — the company name matches the PSA Organization Name selected during mapping.
    

   

   

2. Click the Agreements tab at the top of the company record. Each row is one Agreement.
   
3. Open the Agreement that matches the PSA Agreement Name selected on the Invoices tab. If you left the PSA Agreement Name empty during mapping, the integration created a new Agreement using the default Agreement Type from Configuration — look for an Agreement matching that type with a recent Start Date.
   
4. Inside the Agreement, click the Additions tab.
   
5. Each synced Invoice line from the Platform appears as one row in the Additions list.
   

Comparing Platform and ConnectWise data

You can compare both positions in the Platform and ConnectWise side by side, including details like Charge Start Date, Charge End Date, and prices.

The Product Invoice Description field shows Subscription Name and Charge Type, synced from the Platform.

How charge-date rules are reflected in ConnectWise

The Charge Start Date and Charge End Date values shown on the Platform's Invoices tab determine what ConnectWise ultimately stores on the Addition. The badge on each value — none, System Updated, or User Updated — indicates exactly which value ConnectWise will receive.

Platform Invoices Mapping

ConnectWise Additions Details

Charge Start Date → Effective Date

Charge End Date → Cancelled Date

For instructions on how to configure charge-date rules, see Setting up the ConnectWise integration. For a full walkthrough of every scenario with expected values, see Charge-date rules: how they affect Additions in ConnectWise.

Cancelled addition handling

Platform Subscriptions represent the active services and licenses that generate recurring invoice lines each month. When a full sync runs, the Platform checks whether each Subscription that produced recurring invoice lines in the previous month is still active in the current month. If a Subscription is no longer present in the current month — whether because it ended, was not renewed, or was cancelled — its corresponding Addition in ConnectWise is updated with a Cancelled Date set to the last day of the previous invoice month.

This detection runs automatically as part of every full Sync Invoices to PSA operation. It does not run when only a targeted selection of individual invoice lines is synced.

How cancellation detection works

The check runs independently for each invoice month present in the sync batch. For example, if you sync both the current and previous month at the same time, cancellation detection runs separately for each of those months.

For each invoice month, the Platform:

1. Identifies all Subscriptions that produced recurring invoice lines (charge types Cycle Fee and Purchase Fee) successfully synced in the previous month.
2. Compares that set against the Subscriptions that have recurring invoice lines in the current month.
3. Any Subscription present in the previous month but missing from the current month is considered cancelled.
4. For each cancelled Subscription, the Platform updates the corresponding Addition in ConnectWise by setting the Cancelled Date to the last day of the previous invoice month.

How it appears in ConnectWise

After a sync that includes cancellation detection, the affected Additions in ConnectWise display the Cancelled Date column populated with the last day of the previous invoice month.

The individual Addition record also shows the Cancelled Date field populated.

To verify which Additions were cancelled, navigate to the relevant Agreement in ConnectWise (Finance → Agreements → open Agreement → Additions tab) and check the Cancelled column.

Restoration of a cancelled addition

If a Subscription that was previously cancelled reappears in a future month's invoice lines — for example, because the service was reactivated — the Platform treats the corresponding invoice line as a regular sync. The Addition in ConnectWise is updated with the new line values and the Cancelled Date is cleared, restoring the Addition to active status.

Things to be aware of

• Cancellation detection runs only during a full sync (all ready lines). It does not run when specific individual lines are selected for sync.
• Only recurring charge types (Cycle Fee and Purchase Fee) are evaluated. Non-recurring lines such as One Time Fee or Correction are not included in the cancellation check.
• If no synced recurring lines for the previous month are found, the Platform attempts to retrieve that data directly from the invoice history. If no data is available from either source, the cancellation check for that month is skipped.
• Once a line is synced, it can no longer be edited from the Platform. The cancellation update is applied directly to the Addition in ConnectWise via the API.