Stop Losing Revenue in ConnectWise PSA – Find Shipped But Not Invoiced Products

Are you missing invoices in ConnectWise PSA without even realizing it? In this walkthrough, I’ll show you the one screen inside the Product Pick and Ship module that instantly reveals products you’ve shipped but never invoiced. I’ll walk you through: Where to find the “shipped but not invoiced” list How to add hidden columns like Charge To Status for better visibility How to create a saved view so you never miss billing again One of my new clients had $50,000 worth of products shipped but not invoiced. Don’t let that happen to you. Follow along and make sure every product shipped gets billed. 💡 If you have questions or run into issues, drop them in the comments—I read them all!