Invoice – Disable Parts Button P3 has a new setting – Disable Parts Button. By default, P3 has on the invoice a grey Parts Button. This is used for time and materials situations where you need to itemize the amount being charged for parts. On occasion the technician, in a rush, will click the grey …
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Invoice Bundles On the P3 Invoice, companies can create invoice bundles – where multiple repairs are combined into a single invoice line item. Very much like how all of the components of an equipment sale are presented at a single price to the customer, the same can be done with a regular service invoice. This …
Copy Invoice P3 has the ability to copy or clone an invoice. Once the setting is activated, invoices can be copied from either the View or Edit Invoice page. The standard copy button will appear in the upper right hand corner next to the other action icons. When the button is clicked you will have …
Invoice Setting for Service Agreements P3 has an Invoice Setting for Service Agreements that allows each company to control if the price of the Service Agreement should be displayed in the Regular Amount column. As a default, the software places the cost of the Service Agreement in both the Service Agreement column and the Regular …
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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 …
NHVAC Invoicing – Diagnostic Fees In this week’s article we are discussing how to change or add new Diagnostic Fees. Diagnostic Fees are used in 2 places in the software. One, when creating a new Service Call. This is how the dispatcher can confirm with the customer the fee that should be expected for sending …
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HVAC Invoicing – Email Daily Recurring Billing Report Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing. Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that …
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