Using Invoice Grouping to bill Project Products in Phases

In this video, we dive into billing products by phases for your ConnectWise projects! 🗂️ Learn how to: ✅ Group products by month or purchase orders ✅ Set up invoice groups in the product catalog ✅ Use these groups to divide invoices into Phase 1, Phase 2, and Phase 3 ✅ Organize and view product phases directly in the invoicing screen By the end of this tutorial, you'll master the invoice grouping feature to streamline your billing process—making phased billing easy to manage! Don’t miss out on these lesser-known tips to make invoicing a breeze. 🚀 #connectwise #connectwisepsa #connectwisehelp #connectwisetroubleshooting #connectwisemanage #connectwiseinvoicing