HVAC Business Solutions

Accept Estimate Button

Tuesday Tool Tip – Accept Invoice Button Setting

Accept Invoice Button Setting: Ever send out an “Estimate”, but notice the email says “Accept Invoice.” P3 has an Invoice Setting that allows companies to control this display. As a reminder, P3 has a single document called an “Invoice”. The Invoice has four statuses – Not Authorized, Work Authorized, Complete and Not Paid and Complete

Tuesday Tool Tip – Accept Invoice Button Setting Read More »

Completed Recurring Invoice Report

Tuesday Tool Tip – Completed Recurring Billing Report New Filter

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

Tuesday Tool Tip – Completed Recurring Billing Report New Filter Read More »