{"id":5813,"date":"2024-09-30T06:38:32","date_gmt":"2024-09-30T06:38:32","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-email-invoice-from-invoice-report","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/","title":{"rendered":"Tuesday Tool Tip &#8211; Email Invoice from Invoice Report"},"content":{"rendered":"<h2>Email Invoice from Invoice Report<\/h2>\n<p>We recently added the ability to email an invoice from the primary Invoice Report.<\/p>\n<p>Go to the Invoice Report.<\/p>\n<p>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 invoice to the customer using the Email icon.<\/p>\n<p>Once the email icon is clicked, the same popup as on the customer record will appear.<\/p>\n<p>The email addresses of the customer will be populated and the default invoice message will appear. This is the opportunity to customize the outgoing message and attach any files that are needed before sending.<\/p>\n<p>Emails from the Invoice Report must be sent one at a time.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Invoice Report &#8211; Email Icon<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2986 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Report-Click-to-Email.png\" alt=\"Invoice Report Click to Email\" width=\"797\" height=\"365\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer Email Addresses and Default Invoice Message will Appear<\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Customize as Needed and then Send<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2987 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Email-Prompt.png\" alt=\"Email Prompt\" width=\"1016\" height=\"758\" \/><\/p>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":6492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,407,429,365,386,335],"class_list":["post-5813","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-invoice","tag-hvac-reports","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Email Invoice from Invoice Report<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Email Invoice from Invoice Report\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Invoice-Report-Click-to-Email-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"797\" \/>\n\t<meta property=\"og:image:height\" content=\"365\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-email-invoice-from-invoice-report\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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