Unmanaged Invoice Tracker

A scheduled audit tool that identifies invoice gaps for clients without a Service Agreement. Originally built for ConnectWise PSA (formerly Manage).

What It Does

  • ✅ Flags stale clients with no invoices in 12+ months
  • ✅ Filters out managed clients with active service agreements
  • ✅ Sends a clean monthly summary via email — no dashboard needed

How It Works

The tool runs automatically from your environment using secure API access to your PSA. It generates a structured email summary highlighting both recent invoices and clients that may have been missed.

Originally developed for ConnectWise PSA, but adaptable to other billing systems with similar access.

Want to Go Further?

Is an email summary enough? Or would you like to automatically deactivate stale clients, create tickets, or sync follow-up tasks with your PSA?

Ask About Enhancements

Sample Email Output

Here’s what a typical audit summary looks like — delivered to your inbox automatically each month.

Invoice tracker summary email

* This tool is built to run inside your ConnectWise PSA environment and requires access to your billing API and client records. We tailor each deployment to your structure, and compatibility depends on the way your data and APIs are configured.