Where invoice data comes from

Audience: MSP staff answering “where is this value pulling from?” for the Invoices page. MSPortal does not create or calculate invoices. Each invoice is copied from your PSA (ConnectWise, Autotask or Halo) during a scheduled sync, and each column shows the matching PSA field. MSPortal never writes invoice changes back to the PSA. To correct a value, change it in the PSA and wait for the next sync.

How often invoices sync

PSA	Schedule	Notes
ConnectWise	Every 2 hours	Each run also rechecks unpaid invoices, because ConnectWise does not mark an invoice as changed when a payment is applied.
Autotask	Every 2 hours	Only invoices for companies linked in company mapping are synced.
Halo	Every 2 hours	Invoice sync is opt-in for Halo. Only invoices for mapped companies are synced.
Pax8	Daily	Opt-in. See Pax8 invoices.

ConnectWise invoices deleted in the PSA are removed by a daily check.

Where each column comes from

Values are shown as the PSA supplied them. Dates keep only the calendar date. Columns marked “Not supplied” stay empty for that PSA.

Column	ConnectWise	Autotask	Halo
Invoice #	Invoice number	Invoice number	Invoice number, or the Halo invoice ID when no number is set
Date	Invoice date	Invoice date	Invoice date
Due Date	Invoice due date	Invoice due date	Invoice due date
Terms	Billing terms on the invoice	Payment terms on the invoice	Usually empty
Status	Billing status name	Derived: Voided if voided, Paid if a paid date exists, otherwise Open	Invoice status text, or Paid, Outstanding or Draft when Halo supplies only a status code
Total	Invoice total	Invoice total	Invoice total
Subtotal	Invoice subtotal	Total minus tax. Empty when tax is unknown.	Total minus tax, or the sum of the invoice lines
Sales Tax	Sales tax	Total tax	Tax total
Balance	Balance	Total until paid or voided, then 0	Amount outstanding
Payments	Payments applied	Total once paid, otherwise 0	Total minus amount outstanding
Company	Company name as it appears in ConnectWise	Company name in MSPortal	Company name in MSPortal
Type	Invoice type	Always Standard	Invoice type, or Standard
Reference	Reference	Not supplied	Reference, or the PO number
Apply To	The agreement, ticket, project or phase the invoice applies to	Not supplied	Not supplied
Bill To	Bill-to company	Not supplied	Not supplied
PO #	Customer PO	Not supplied	PO number
Sent	Sent flag	Not supplied	Sent flag
Synced	Time MSPortal last received the invoice	Same	Same

Due Date

The due date is copied straight from the PSA invoice. MSPortal does not calculate it. Your PSA normally sets it from the invoice date plus the invoice’s billing terms. For example, a “Net 10 days” invoice is due 10 days after its invoice date, and “Due Upon Receipt” is due on the invoice date. If a due date looks wrong, check the billing terms on the invoice or the company’s default terms in the PSA.

Overdue highlighting

A Due Date turns red with a warning icon when the date has passed and the Balance is above zero. Status does not affect the highlight. A Balance above zero is shown in amber.

Why an invoice is missing or hidden

Zero or negative totals. Invoices with a total of zero or less, such as credit memos, are not shown.
Hidden statuses. Open Settings > Integrations, select your PSA, and on the Configure step find Invoice Display Settings > Hide Invoice Statuses. Invoices with the selected statuses are still synced but not displayed. This option is available for ConnectWise and Autotask, not Halo.
Company mapping. Autotask and Halo invoices are synced only for companies linked in company mapping. ConnectWise invoices for unmapped companies are synced but appear only when no company is selected.
Company selector. The list follows the selected company. Clear the selection to see all invoices.
Timing. A new or changed invoice appears after the next sync.

Pax8 invoices

The Pax8 tab splits each Pax8 invoice by company. Invoice Date, Due Date, Status and Reference come from the Pax8 invoice. Total, Sales Tax and Items add up only that company’s line items, and Invoice Total shows the whole Pax8 invoice. Only Pax8 companies mapped to an MSPortal company appear. Pax8 invoices sync daily after Pax8 invoice sync is turned on.

Common questions

Where is the due date pulling from?

From the due date on the invoice in your PSA. MSPortal copies it unchanged. The PSA usually sets it from the invoice date plus the billing terms shown in the Terms column.

Why does the balance differ from the PSA?

The balance updates on the next sync, and payments can take up to 2 hours to appear. Autotask does not supply a running balance, so an Autotask invoice shows its full total until the PSA marks it paid.

Can I edit an invoice in MSPortal?

No. Invoices are read-only in MSPortal. Edit the invoice in the PSA and the change arrives with the next sync.

Why is the Terms column empty?

The PSA did not supply terms for those invoices. Halo usually does not send a terms name with its invoices.

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How often invoices sync

Where each column comes from

Due Date

Overdue highlighting

Why an invoice is missing or hidden

Pax8 invoices

Common questions

​How often invoices sync

​Where each column comes from

​Due Date

​Overdue highlighting

​Why an invoice is missing or hidden

​Pax8 invoices

​Common questions

How often invoices sync

Where each column comes from

Due Date

Overdue highlighting

Why an invoice is missing or hidden

Pax8 invoices

Common questions