ConnectWise Project Invoicing Part 2: Down Payments, Progress Billing & Final Invoices Done Right

Welcome back to Part 2 of my Project Invoicing - Common Mistakes for ConnectWise! In this video, we’re digging into the next round of billing mistakes that can cost you time, margin, and cash flow — plus exactly how to avoid them. You’ll learn: How to properly restrict down payments so they don’t get misapplied Why standard invoices shouldn’t be used too early How to use progress billing the way ConnectWise actually intended What a clean billing lifecycle looks like from start to finish If you missed Part 1, make sure to check that out first — and if project invoicing has been a headache for you, this walkthrough will save you hours of cleanup down the line. And yes — if you want help getting your project module cleaned up and under control, the Project Management Accelerator is open until June 30! 👇 Drop your questions in the comments — I answer every one. #ConnectWise #connectwisepsa #connectwisehelp #ProjectBilling #DownPayments #ProgressBilling #ConnectWiseTips