Access and data sources
Your MSP assigns invoice access and connects the source system. The PSA invoice list supports ConnectWise, Autotask, and Halo. Available columns, invoice statuses, document availability, and update timing depend on that source and the MSP’s configuration. When Pax8 is connected, MSP staff may also see a separate Pax8 tab. Company users use the PSA invoice list; the Pax8 tab is not their billing portal. Viewing an invoice does not edit its source record, mark it paid, or create a payment. Use the payment provider’s confirmation to establish whether a payment succeeded, and allow for the source invoice data to update.Frequently asked questions
Can a Company administrator grant invoice access?
Can a Company administrator grant invoice access?
Your MSP manages portal users and permissions. Ask the MSP to review your invoice access and company assignment.
Can I create or edit a PSA invoice here?
Can I create or edit a PSA invoice here?
The invoice list is a view of synchronized records. It has no invoice-creation or amount-editing form. Contact the MSP about a source invoice correction.
Does opening an invoice mark it as paid?
Does opening an invoice mark it as paid?
No. Reading or downloading an invoice is separate from paying it. An available payment button opens the configured payment provider.