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Tuesday Tool Tip – Completed Recurring Billing Report New Filter

Sep 30, 2024

Completed Recurring Billing Report New Filter

On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process correctly.

The Completed Recurring Billing Report is a great way to check the status of all Recurring Invoices that have processed. Some are successful. Others might have failed. For example, maybe a credit card expired, or there was no credit card on file for the customer.

If you have many recurring invoices, it can be hard to find just the invoices that had an issue. As a result, we added a new filter.

Now, you can filter the report by the Invoice Status.  For example, select only invoices with a status of “Complete and Not Paid”. This indicates that the invoice was created, but becaue it was not paid, the auto charging of the credit card failed for some reason.

 


Recurring Billing Report

Completed Recurring Invoice Report


New Search Filter

Invoice Status Options


Example Results

Complete and Not Paid Results


 

 

About P3 HVAC Software

We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.   Please use this link to schedule a free demo of P3 HVAC Software.  Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.  Lastly, current users of P3 HVAC Software, please be sure to join our Private Facebook Group for great discussions with other HVAC Companies on how they are using the software for their HVAC business.

 

Customer Reviews

We value feedback from the businesses we serve. Here’s what our users have to say.

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HVAC Business Solutions has really helped us get organized with scheduling and dispatch and consistent. Our techs and the people in the office love how simple it is to use and our customers appreciate the professional level of service we are able to deliver using the system. Anytime we need assistance, Meghan and Jason are always pleasant and helpful when we call. P3 HVAC Solutions is a 10 out of 10.

Aaron Bonin
Jack Gordon & Sons Inc.
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I first heard about HVAC Business Solution’s service software in a hvac-talk.com group for contractors and decided to give it a try based upon the feedback from other owners. I am glad I did! These guys solicit input from their customers and then take action which really sets them aside from the competition. They are very innovative and are constantly making what is already good even better. In the short period of time I have been on P3 HVAC Solutions, they have added a lot of new features and they have never charged me a dime more for them.

Larry Kapigian
Superior Air Heating & Air Conditioning
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We have been using flat rate pricing provided by HVAC Business Solutions for about 10 years now and it’s been a positive, profitable decision. The technology of being able to adjust pricing, update and customize individual pages, add new products as needed from their website are all phenomenal features. Creating flat rate pricing can be a time consuming and daunting task, but HVAC Business Solutions makes it easy. We look forward to a long lasting relationship between Bob’s Heating & HVAC Business Solutions.

Melissa Olsen
Bob's Heating & Air Conditioning

Best change we made in 40 years in business. Literally reduced hundreds of hours work inputting services tickets and invoices into a program.

EZ Air
Harvey Shell
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