{"id":5920,"date":"2024-09-30T06:38:47","date_gmt":"2024-09-30T06:38:47","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-list-setting\/"},"modified":"2024-10-03T08:06:01","modified_gmt":"2024-10-03T08:06:01","slug":"p3-hvac-software-customer-list-setting","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-list-setting\/","title":{"rendered":"Tuesday Tool Tip &#8211; Customer List Setting"},"content":{"rendered":"<h2>Customer List Setting &#8211; Amount Owed vs Balance:<\/h2>\n<p>There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display the Amount Owed or the Balance on the Customer List.<\/p>\n<p>The Balance amount is the total of all Invoices that have a status of Work Authorized or Complete and Not Paid.\u00a0 \u00a0The amount will show money that is forthcoming once the work is complete and the balance is paid in full.<\/p>\n<p>Amount Owed is the total of just the Complete and Not Paid Invoices.\u00a0 This represents work that is complete and is not currently paid in full.<\/p>\n<h2>How to Activate the Customer List Setting<\/h2>\n<ul>\n<li>Click on Settings from the left hand menu<\/li>\n<li>Go to the Customer Section<\/li>\n<li>Click on General Settings<\/li>\n<li>Scroll to the bottom of the page<\/li>\n<li>The setting is labelled &#8220;Do you want to display the Customer Balance or Amount Owed&#8221;<\/li>\n<\/ul>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer List Settings Location<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4174\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/10\/Customer-General-Setting.png\" alt=\"Customer General Setting\" width=\"654\" height=\"411\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Setting for Balance<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4175\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/10\/Customer-Balance-Setting.png\" alt=\"Customer Balance Setting\" width=\"1093\" height=\"277\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Setting for Amount Owed<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4176\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/10\/Amount-Owed-Setting.png\" alt=\"Amount Owed Setting\" width=\"1201\" height=\"238\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Example Balance View<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4178\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-List-Balance-View.png\" alt=\"Customer List Balance View\" width=\"889\" height=\"703\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Example Amount Owed View<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4180\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/10\/Customer-List-Amount-Owed.png\" alt=\"\" width=\"862\" height=\"682\" \/><\/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","protected":false},"excerpt":{"rendered":"<p>Customer List Setting &#8211; Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display the Amount Owed or the Balance on the Customer List. The Balance amount is the total of all Invoices that have a status of Work Authorized [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":6605,"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":[388,422,401,365,386,335],"class_list":["post-5920","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-customer-management","tag-hvac-customer-setting","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 - Customer List Setting<\/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-customer-list-setting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Customer List Setting\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-list-setting\/\" \/>\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=\"2024-09-30T06:38:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-List-Balance-View-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"889\" \/>\n\t<meta property=\"og:image:height\" content=\"703\" \/>\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-customer-list-setting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-list-setting\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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