{"id":5784,"date":"2024-09-30T06:38:25","date_gmt":"2024-09-30T06:38:25","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-daily-recurring-billing-report\/"},"modified":"2024-10-03T08:06:03","modified_gmt":"2024-10-03T08:06:03","slug":"p3-hvac-software-daily-recurring-billing-report","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-daily-recurring-billing-report\/","title":{"rendered":"Tuesday Tool Tip – P3 HVAC Software – Daily Recurring Billing Report"},"content":{"rendered":"

HVAC Invoicing – Email Daily Recurring Billing Report<\/h2>\n

Another great setting in P3 is the ability to receive a daily report summarizing all of the automatic activity related to recurring billing.<\/p>\n

Each day, P3 processes the recurring invoices first thing in the morning. These invoices include those associated with monthly service agreements and invoices that were put onto a payment schedule.<\/p>\n

Now, within the software there is a report to view the activity. This report shows everything processed and the appropriate status.<\/p>\n

However, to save time, rather than running the report manually each day, it is possible for this report to be emailed out each morning.<\/p>\n

The report is similar to the one within P3 as it will list out each invoice created, the status and then a total dollar amount processed for that day.<\/p>\n

If the customer does not have a credit card on file, then the invoice will still be generated, but the status will be “Complete & Not Paid.”<\/p>\n

Please note when activated an email will be sent each morning, even if there are no invoices that were processed that day.<\/p>\n

How to Activate the Setting<\/h3>\n