Tuesday Tool Tip – P3 HVAC Software – HVAC Invoice Attachments

HVAC Invoice Attachments

New Feature – HVAC Invoice Attachments

P3 HVAC Software is pleased to announce HVAC Invoice Attachments.   The new feature allows files to attach to invoices when emailed from the Command Center.

Now, when you click to email an invoice from the Command Center, there will be an additional button – Attach File – in the popup window that appears.

This button will appear regardless if you are emailing from the Customer Record or from the Invoice itself.

Attach Customer Record Files or Add New Files

Click this button and the software will pull all files currently listed in the “Upload File” table of the Customer Record. One or more of these files can be attached to the invoice.

In addition, new files can be added at this time. When a file is added via this popup, the file will also save to the Customer Record.

The same file restrictions apply.

No Setting Required

There is no setting that has to be turned on to use this functionality. It will automatically appear.

Click the blue “Attach File” button

Attach File to HVAC Invoice

Select an Existing File form the Customer Record or Add a New File
Add Existing File or Attach New File


Upload a New File

Add New File


Now, Add Either the Existing File or New File to the Invoice

Now the Existing File and the New File are Available to be Added to Invoice


Click to Add the Desired the Files

Attach Files to Invoice

Email has the Attached Files

Files Attached to Invoice


Email Example

Email Example

About P3 HVAC Software

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