{"id":5926,"date":"2024-09-30T06:38:47","date_gmt":"2024-09-30T06:38:47","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-remote-invoice-settings\/"},"modified":"2024-10-03T08:06:01","modified_gmt":"2024-10-03T08:06:01","slug":"p3-hvac-software-remote-invoice-settings","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-remote-invoice-settings\/","title":{"rendered":"Tuesday Tool Tip &#8211; Remote Invoice Settings"},"content":{"rendered":"<h2>Remote Invoice Settings:<\/h2>\n<p>P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work Completed were tied into a single setting. Now, they are separate settings.<\/p>\n<p>Companies asked for more flexibility where they wanted one option but not they other. Now, companies have full control with both settings.<\/p>\n<h2>Where to Find Invoice Settings<\/h2>\n<ul>\n<li>From the left hand menu, click on Settings<\/li>\n<li>Go to the Invoice Settings Section<\/li>\n<li>Click on General Settings<\/li>\n<li>In the middle of the first section, there are two settings:\n<ul>\n<li>Allow Customer to Accept Invoice remotely?<\/li>\n<li>Allow Customer to Approve Work remotely?<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Invoice Setting Location<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4219\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/11\/Invoice-General-Settings.png\" alt=\"Invoice General Settings\" width=\"681\" height=\"462\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>New Settings<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4220\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/11\/New-Settings.png\" alt=\"New Settings\" width=\"966\" height=\"250\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Example Accept Button<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4222\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/11\/MicrosoftTeams-image-1.png\" alt=\"Accept Invoice\" width=\"850\" height=\"703\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Example Approve Work Button<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4221\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2023\/11\/Approve-Work.png\" alt=\"Approve Work\" width=\"1022\" height=\"712\" \/><\/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>Remote Invoice Settings: P3 recently made an update regarding Remote Invoice interactions with your customers. In past, the ability to Accept the Invoice and to Approve the Work Completed were tied into a single setting. Now, they are separate settings. Companies asked for more flexibility where they wanted one option but not they other. Now, [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":4953,"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":[388,407,365,434,386,335],"class_list":["post-5926","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-invoice","tag-hvac-software","tag-invoice-setting","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 - Remote Invoice Settings<\/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-remote-invoice-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Remote Invoice Settings\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-remote-invoice-settings\/\" \/>\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\/2023\/11\/New-Settings.png\" \/>\n\t<meta property=\"og:image:width\" content=\"966\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\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-remote-invoice-settings\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-remote-invoice-settings\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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