Custom invoice templates in ConnectWise Manage let you point invoice rendering at an external URL instead of the built-in Crystal Reports templates. Better Invoice uses this feature to serve branded, customizable invoices. The URL supports token substitution so the external service receives the invoice context.
Add a custom invoice template
Templates with a checkmark in the Custom column are already pointing to external URLs. Follow these steps to add a new one.
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Go to System > Setup Tables > Invoice Templates.
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Select Add New in the toolbar.
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Enter the following fields:
- Template Name — A display name for this template. This appears in invoice template dropdowns throughout ConnectWise Manage.
- Custom URL Link — The URL provided by Better Invoice. CW Manage substitutes
[billing_log_recid]at render time.
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Select Save And Close to return to the templates list.
The new template now appears in the list with a checkmark in the Custom column. It’s available for selection when printing or emailing invoices.