Tool workflow

Unmanaged Invoice Tracker

A scheduled audit that identifies invoice gaps for clients without a service agreement. Originally built for ConnectWise PSA.

What it does

  • Flags stale clients with no invoices in 12+ months
  • Filters out managed clients with active service agreements
  • Sends a clean monthly summary via email — no dashboard needed

How it works

Runs automatically from your environment using secure API access to your PSA. Generates a structured email summary highlighting recent invoices and clients that may have been missed.

Adaptable to other billing systems with similar API access.

Want to go further?

Need more than an email summary—auto-deactivate stale clients, create tickets, or sync follow-up tasks?

Ask about enhancements

Sample email output

A typical audit summary — delivered to your inbox automatically each month.

Invoice tracker summary email

This tool runs inside your ConnectWise PSA environment and requires access to your billing API and client records. Each deployment is tailored to your structure.