Tuesday Tool Tip – Remote Invoice Settings

New Settings

Remote Invoice Settings:

P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work Completed were tied into a single setting. Now, they are separate settings.

Companies asked for more flexibility where they wanted one option but not they other. Now, companies have full control with both settings.

Where to Find Invoice Settings

  • From the left hand menu, click on Settings
  • Go to the Invoice Settings Section
  • Click on General Settings
  • In the middle of the first section, there are two settings:
    • Allow Customer to Accept Invoice remotely?
    • Allow Customer to Approve Work remotely?



Invoice Setting Location

Invoice General Settings

New Settings

New Settings


Example Accept Button

Accept Invoice



Example Approve Work Button

Approve Work


About P3 HVAC Software

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