Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search for your desired Invoice(s), for example, find all invoices that are Complete and Not Paid. Now, in addition to getting a list of the outstanding invoices, you can email the […]
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Change Invoice Title P3 has 2 general titles for the Invoice and this week discuss how to change the invoice title. Pre-Approval Title Before the work is approved by the customer, the “invoice” can be customized by each company to display a different title than “invoice”. Here, most companies use “Estimate” or “Proposal”. This title
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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
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