ConnectWise Manage Integration
ConnectBooster provides a direct payment and accounting integration for ConnectWise Manage. Simplify your billing process using ConnectBooster’s integration with ConnectWise Manage.
Get integrated with ConnectWise Manage today!
Automate your entire collection process with ConnectBooster’s ConnectWise Manage Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.
How ConnectWise Manage And ConnectBooster Help Your Business With Billing
Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By automating the entire collections process, ConnectBooster automatically collects payments based on pre-set rules and contracts in your ConnectWise Manage software. Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls information directly from your customer agreements in ConnectWise Manage, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.
ConnectWise Manage is a robust Customer Relationship Management (CRM) tool that helps you manage customer contacts, service ticket requests, and various other managed IT service processes.
Give Customers A Better Billing Experience With ConnectBooster And ConnectWise Manage
With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.
In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives ConnectWise Manage users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.
Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. ConnectBooster’s integration with ConnectWise Manage offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.
Standard Benefits ConnectWise Manage Users Receive
Simplify the PCI Compliance process.
Save 2-4 hours a week on redundant accounting tasks.
Lower accounts receivables by 30 days.
Increase billing transparency with customers.
Key ConnectWise Manage Integration Features
- Accept credit cards & ACH payments.
- Automatically pay invoices based on recurring agreements, even fluctuating amounts derived from the ConnectWise Unite ecosystem.
- Great for cloud solutions like Microsoft® Office 365™ that is usage or user-dependent type contracts.
- Synchronize Manage contacts and email addresses for easy client login and notifications.
- Easily view and print identical ConnectWise Manage invoice template copies.
- Service ticket creation directly onto existing Service Boards.
- View existing projects, opportunities & contracts.
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- Securely store customer payment data offsite.
- Payment reconciliation to the accounting software.
- Customizable/branded portal (logos/colors & ad-cards).
- Automated new invoice notifications.
- Automated invoice past due/collection notifications.
- Automated account summary notifications.
- View if clients are receiving invoices through email history tracking.
- Automatically update customers’ cards when issuing bank makes changes.
Setting Up Your ConnectWise Manage Integration Is Easy
Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.
Already a ConnectBooster partner? Click here to set up your integration.
Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value.