Configure the Email Link for ConnectWise Invoices
Although presently customization of the ConnectWise invoice has been impossible for - since forever, the following capability has been built to allow the basic configuration of HTML based email templates, something that ConnectWise is reportedly working on for release in 2016.1.
The following instructions expect that you have a working knowledge of HTML, and know where in your HTML email template you would need to insert the HTML Block. If you do not know HTML, then consider asking someone to help you, or refer to basic online instructions such as the W3Schools, or the ConnectWise University.
Configure your email links
- Log into Wise-Pay
- Click Configure
- Click Merchants
- Click Edit
- Click Email Links
- Email Link Type: select Email
- Email Link User: select the user
- Click Generate
- Click Display
- Take note of the API Key and the HTML
- Click Save
Insert the HTML into ConnectWise Invoice Template
- Click System
- Click Setup Tables
- Search for: Email Formats - Invoice
- Edit your Invoice Template
- Enter XXX in the position you would like to place your button
- Click on the Source button in the WYSIWYG editor
- Find (CTRL + F) you text 'XXX' entered into the viewer
- Paste the HTML block of text in the position of the XXX entered
Tip: You can change the button text to read what ever you feel is appropriate for the type of invoice being sent. You do not need to generate a new button to change this, as it is merely a label for the hyperlink that sits below. - Click on the source button to return to the view
- Click on the Save button in the ConnectWise Menu
Send yourself a Test Email
Rounded edges do not display in all email clients, so try sending yourself an email to a few test accounts. Every good IT Technician should have at least four test accounts to check email delivery with, we suggest you check formatting in the following email clients:
Outlook
Gmail
Outlook.com (Hotmail / O365)
