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Connectwise Late Fees Service

Connectwise Automated Late Fee Service

Finally!  A system that automatically generates late fee invoices and/or agreement additions for past due customers. Completely automated and customizable.

We guarantee you will see a dramatic improvement in payment receipts after activating this application. We originally wrote this application for in-house use nearly 3 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.
  • The system can send an email “digest” each day that tells you what late fee invoices were created.
  • 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.

Free Trial

To download the free trial please click HERE 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 functionalty limitations.  Processing will stop after 15 days however.  The system will notify you via email when your subscription is nearing expiration.

Two methods of testing the application in your environment:

  • 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:

 

  • Alternatively, you can point this application to your production system and simply set Test Mode to TRUE to avoid any changes to your Connectwise system.  The system will run normally, and the logs will show you everything that would have happened in your Connectwise system.

Built-in Setup Application

   CWLateFeeSetupScreen


Subscription based

The subscription is annual and costs only $149 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 2018.6 or later is required since this application utilizes the new REST API.
  • .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 Adds to Agreement Invoices - automatically!

Misc. Late Fee Invoice:

PastDueMisc


Agreement Invoice:

PastDueAgmt

 

Start getting paid on time!  Download your Free Trial now. Complete documentation is built into the product under the HELP menu.

 

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