📋 Table of Contents

🏢 1. Platform Overview

The P3CL Project Management Platform (P3CLPM) is a Progressive Web App (PWA) — meaning it runs in your browser but can be installed on any device like a native app. It works on desktop computers, tablets, and smartphones without any app store downloads.

Platform URLs

Navigation

The sidebar on the left contains all modules. On mobile the sidebar collapses — tap the menu icon to open it. The topbar shows the sync status dot (tap it to sync manually or configure Supabase) and the notification bell.

🔑 2. Logging In

Installing as a Mobile App

📊 3. Dashboard

The dashboard gives you an at-a-glance view of your business. Four stat cards show total projects, active projects, the total estimated value of active projects (calculated from estimates), and the total accepted value. Below the cards, up to 8 recent active projects are shown in a scrollable grid. Completed and archived projects do not appear on the dashboard.

Estimated Value vs Accepted Value

Estimated Value is the sum of the highest estimate total across all active and estimate-stage projects. Accepted Value shows only estimates that have been formally accepted by a client. Together these show your pipeline value versus confirmed work.

The Dashboard is the first screen after login. It gives a real-time snapshot of the entire business.

👥 4. Clients

Clients are the foundation of the platform. Every project, estimate, and procurement order is linked to a client.

Adding a Client

Editing a Client

Each client card has an ✏️ Edit button. The edit modal pre-fills all existing details. All fields are editable including address. Click Save Changes when done.

Deleting a Client

A 🗑️ Delete button appears only on client cards that have no projects attached. Clients with active projects cannot be deleted to protect data integrity.

📁 5. Projects

Creating a Project

Project Detail Tabs

Opening a project shows the detail view with four tabs:

Milestones

Add milestones in the Overview tab. Each milestone has a title and a completion checkbox. Progress percentage is calculated automatically from milestone completions and shown on the dashboard.

Active and Completed Tabs

The Projects screen has two tabs: Active (all in-progress projects) and Completed & Archived. When you archive or complete a project it moves off the Active tab automatically. You can restore an archived project at any time from the Completed & Archived tab.

Budget vs Actual

If a project has an Estimated Value set, the project overview tab shows a budget progress bar. This bar fills as you add expenses linked to that project, showing the percentage of budget spent. If expenses exceed the budget the bar turns red and shows an over-budget warning.

Filtering Projects

The Projects list has filters for Client and Status at the top, plus a text search box. All filters work together in real time.

Emailing the Client

Opens the email compose modal pre-filled with the client's details. Choose a template, customise the message, and optionally attach a file before sending.

💰 6. Estimates & Invoices

Sequential Numbering

Estimates are numbered sequentially starting at EST-0037. Invoices start at INV-0023. Each new document automatically receives the next number in sequence, shared across all users so numbers never repeat.

Creating an Estimate

Import from Supplier Catalogue

On any open estimate, click Import from supplier. Choose a supplier, tick the items you need, set the quantity, then choose your markup type — percentage (e.g. 20%) or fixed amount (e.g. $45.00) — per line item. The sell price and line total calculate instantly. Click Add to estimate to insert all selected items.

Converting an Estimate to an Invoice

When an estimate is marked Accepted, a Convert to Invoice button appears in the estimate header. Clicking it creates a new invoice automatically, copying all line items, VAT settings, terms and client details across. The invoice receives the next sequential INV number.

Document Layout

Both estimates and invoices are printed in A4 portrait format and include the full company block (name, address, Co. No: 52770, TIN: 100027841100, website) and a Prepared For block showing the client's business name, business address, contact name, email and phone.

Estimate Statuses

Creating an Invoice Manually

Sidebar → Invoices → + New Invoice. Select a project and client, add line items, set the due date and VAT. Mark as Sent when issued to the client. Record payments using the Paid Amount field.

💳 7. Financials — Expenses, P&L & Bank

The Financials module gives you a full picture of your company's money — expenses, profit and loss, and monthly bank balance history. Access is permission-controlled: admins see everything; finance viewers see expenses and P&L but not bank balances or salary and investment categories.

Adding an Expense

Expense Categories

Filtering & Searching Expenses

Use the search bar and dropdown filters to narrow expenses by category, project, status (paid or pending), or a date range. The table updates instantly. Searching works across description, category, supplier name, and project name.

Exporting for Your Accountant

Click Export CSV to download a spreadsheet of all visible expenses (respecting your current filters and date range). The CSV includes date, description, category, supplier, project, amount, VAT, total, payment method, reference, and status — everything your accountant needs.

Bank Account — Upload Statement

Admins can click Bank Entry to open the bank entry screen. The quickest way to populate your history is to upload a CSV statement downloaded from CIBC Caribbean online banking:

You can upload multiple statements (one per month or one covering several months) — re-uploading a month that already exists will update it rather than duplicate it. You can also enter months manually using the form below the upload section if needed.

The bank balance history table is visible only to admins and finance admins. Bank name and address are pre-filled from the statement file.

Profit & Loss

The four stat cards at the top of Financials show your year-to-date income (from paid invoices), expenses, net profit, and outstanding invoice value. Admins also see the current bank balance and unpaid expenses. The figures update automatically as you add expenses and mark invoices paid.

Finance Access Permissions

Assign finance permissions per user in User Management. Permissions can be toggled without changing the user's role.

📦 8. Supplier Catalogue & Import

Overview

Every contact in your contacts list can have a product catalogue attached to them. This is your master price list for each supplier — what they sell, in what unit, and at what cost price. You can then import directly from any supplier's catalogue into an estimate or invoice, applying a markup per item.

Adding Items to a Supplier's Catalogue

Searching Contacts & Items

The search bar on the Contacts screen searches both supplier names and catalogue item names. Type "cement" to find any supplier who stocks cement, even if their company name doesn't contain the word.

Importing Items into an Estimate

The same import works for invoices — open an invoice and the Import from supplier button is available there too.

Pinning a Supplier on the Map

When editing a contact, you will see Latitude and Longitude fields. Enter the supplier's coordinates to pin them on the Project Map. Right-click any location in Google Maps and select "What's here?" to get the coordinates.

🗺️ 9. Project Map

The map shows all your pinned projects, clients, and suppliers on a single interactive map of Barbados.

Pin Colours

Filter Toggles

Use the three checkboxes above the map to show or hide Projects, Clients, and Suppliers independently. Useful when the map is crowded.

Clicking a Pin

Clicking any pin opens a popup with the name, address, and contact details. Project pins have an Open Project button. Supplier pins show their company details.

Pinning a Project

Open a project → Overview tab → Edit Project → scroll to Set Location → drag the pin to the exact location → Save.

Pinning a Client or Supplier

Open their record (Clients or External Contacts) → Edit → enter Latitude and Longitude coordinates → Save. Get coordinates by right-clicking any location in Google Maps → "What's here?".

Projects Without a Pin

A list of un-pinned active projects appears below the map with a direct link to each project's edit screen.

📦 7. Procurement

The Procurement module tracks international purchases through a full 9-stage pipeline specifically designed for Barbados — from identifying a supplier to final delivery to the client.

The 9-Stage Pipeline

Creating a Procurement Order

Save All Changes

The 💾 Save All Changes button in the order header saves financials, tracking, timeline, and notes in a single action — useful before navigating away.

Emailing the Client from Procurement

Opens the email compose modal pre-filled with the procurement update template, order number, and current stage. Also available automatically after every stage advance.

Order History

Every stage change and manual note is recorded in the History & Activity card at the bottom of each order. This creates a complete audit trail with timestamps and the name of who made the change.

🤖 8. Material Pricing & AI Search

Your Price Library

Save standard prices for materials and labour rates specific to your work. These feed directly into estimate line items so you never have to look up prices twice.

AI Barbados Price Search

The AI search tool at the top of the Material Pricing page accepts a plain-English query and returns estimated Barbados market prices, typical local suppliers, and relevant notes.

Rates Library

Store standard labour rates (daily rate, hourly rate per trade) separately from material prices. Rates can be pulled directly into estimates as line items.

📧 9. Email & Templates

Where to Send Emails

Built-in Templates

Creating Custom Templates

Email Attachments

The email compose modal includes an Attachment field. Attach any PDF, image, Word document, or Excel file up to 5MB. The file is base64-encoded and embedded as a download link in the email body — recipients can click to save it directly from their email client.

💬 10. Team Chat

Team Chat is an internal messaging system between all P3CL platform users. It is not visible to clients.

Message Delivery

The chat status bar shows the delivery mode:

The system automatically switches between live and polling modes and reconnects when your device wakes from sleep or regains network access.

🔔 11. Notifications

The notification bell (🔔) in the topbar shows recent activity across the platform. A red dot indicates unread notifications.

Notification Types

Browser push notifications are sent automatically for new chat messages. You may need to grant notification permission on first use.

👤 12. User Management

Only Administrators can access User Management.

User Roles

Finance Permissions

Three finance permissions can be toggled independently per user regardless of their role:

Adding a New User

Editing a User

Click ✏️ Edit on any user card to change their name, email, or role. Click 🗑️ Delete to remove them. You cannot delete your own account.

⚙️ 13. Settings

Email Settings

Paste your Resend API key and confirm the sender email ([email protected]). Click Save then Send Test Email to verify. All client emails are sent from here.

AI & Integrations

Paste your AI API key (OpenRouter sk-or-... or Anthropic sk-ant-...). The status line confirms which provider is active. Required for AI Barbados Price Search and the AI Project Manager assistant.

Cloud Sync (Supabase)

Enter your Supabase Project URL and anon key. Click Test Connection — you should see all 13 tables confirmed green. Click Save. The sync dot in the topbar turns green when connected.

Email Templates Editor

Select any template chip to edit its subject and body. Click Save Template. Click + New Template to create a custom one. Click Reset to restore a template to its factory default.

Notifications Settings

Enable or disable specific notification types. Browser notification permission must be granted for push notifications to work on your device.

☁️ 14. Sync & Offline

How Sync Works

The platform uses a layered sync approach. All data is saved to your device's local IndexedDB database instantly (no internet required). When Supabase is connected, changes are pushed to the cloud immediately after every save. A full background sync runs every 5 minutes to catch anything missed. The retry queue attempts failed writes every 30 seconds.

Reading the Sync Dot

Manual Sync

Tap the sync dot in the topbar at any time to open the sync panel. Click Sync Now to force an immediate full sync.

Multi-Device Use

Each device stores its own password locally. When using the platform on a new device:

1. Open the platform URL
2. Connect Supabase (tap ⚙️ at the bottom of login)
3. Tap 🔄 Refresh accounts from cloud
4. Log in — you will be asked to set a password for this device

Database Version Updates

When a platform update changes the database structure, you will need to clear site data on every device before the update takes effect:

⏱️ 16. Timesheets & Labour Tracking

Track hours worked by staff on each project. Labour costs are calculated automatically and feed into your project financials.

📋 17. Purchase Orders

Create formal purchase orders linked to suppliers and projects. Track status from draft through to received.

📈 18. Cash Flow Forecast

A 90-day projection of your cash position broken into weekly buckets, automatically populated from your outstanding invoices and recurring expenses.

🏢 19. Company Administration

Central record of everything the company owns and is responsible for. Accessible to admins, company admins, and finance admins.

📑 20. Accountant & Financial Reports

Formal financial statements and the automated monthly Accountant Finance Pack — everything your accountant needs, prepared automatically.

📦 22. Client Portal — Procurement Tracking

Clients can now track the progress of their procurement orders directly from their portal at portal.p3cl.com. This gives clients real-time visibility into where their materials are without exposing any internal cost or pricing information.

What clients can see

When a procurement order is linked to a project that belongs to a client, it appears automatically on the client's Procurement tab. For each order the client sees:

• The order number (e.g. PO-2026-A1B2C)
• Each individual line item — description and quantity
• The portal status of each line item as a coloured badge
• A progress bar showing how many items have been delivered

Clients do not see supplier names, unit costs, total amounts, or any internal notes. Only the order number, item descriptions, quantities, and statuses are visible.

The six portal statuses

Updating item statuses (staff)

Which orders appear on the portal

Only orders with a Project assigned will appear on the portal, and only for the client linked to that project. Internal orders without a project assigned are never visible to clients. This means your normal workflow continues unchanged — simply assign the project when creating an order that the client should be able to track.

🧾 23. Payment Receipts

When a client payment is received, you can generate a professional payment receipt with a unique receipt number. The receipt formally acknowledges the payment and gives the client a reference document for their records.

Logging a payment

Generating a receipt

What the receipt contains

• Receipt number (e.g. REC-0001)
• Payment date and method
• Amount received in BBD
• Reference to the original invoice number
• Project name and client details
• Company letterhead and contact information

🔐 25. Client Portal — Invite Email, Password Setup & Reset

Clients access portal.p3cl.com using a simple email and password. The first time they are invited, a magic link gets them straight in. From that point forward they manage their own password directly on the login screen — no emails, no tokens, no expiry.

The portal invite email

When you send a portal invite from a client record, the client receives a branded onboarding email with the subject line "Your client portal is ready". The email contains:

• A personalised greeting with the client's name
• A clear explanation of what the portal gives them access to
• A prominent Access My Portal button linking to their unique one-time login link
• Step-by-step instructions for setting a password and signing in on future visits
• Instructions for resetting a forgotten password directly on the login screen
• Your company contact details at the bottom

First time — clicking the invite link

Forgot password — self-service, no email required

Deploying portal updates

The client portal at portal.p3cl.com is a separate Netlify site from the staff platform. Any time the portal is updated it must be deployed with its own command in addition to the main app deploy:

⚡ 26. API Health Check & Auto-Sync

The platform now runs automatic checks on login to make sure all connected services are working. This removes the need to manually verify connections each time you log in on a different device.

Auto-sync on login

Every time you open the staff platform and the login screen appears, the app silently pulls the latest user accounts from Supabase in the background. This means that if a new staff member was added on another device, their account is available immediately without you needing to click Refresh accounts from cloud. The login screen also shows a green "✅ Supabase connected — syncing automatically" status when your connection is already configured.

API health check on login

Eight seconds after you sign in, the platform silently checks three services:

• Supabase — confirms multi-device sync is active
• Email (Resend) — confirms your API key is saved and emails can be sent
• AI Assistant — confirms your Anthropic or OpenRouter API key is saved

If all three are configured, nothing happens — the check runs and passes silently. If anything is missing, a warning toast appears at the bottom of the screen listing which services need attention, and a notification is logged in the bell so you can come back to it. Both point you to Settings to resolve the issue.

Fixing a failing service

🛃 28. Import Cost Calculator

The import cost calculator lets you identify the true landed cost of any item purchased from outside Barbados, including all applicable duties, levies, VAT, and shipping before you commit to the order. This ensures your client pricing reflects your actual costs.

Marking Items as Imported or Local

Every line item on a procurement order has a Source column with an Imported / Local toggle. Click the toggle to switch between the two. Items marked as Imported will have the full duty calculation applied. Items marked as Local skip all import charges — only VAT applies if selected.

How the Calculation Works

📄 29. Delivery Notes

A delivery note is generated when a procurement order reaches Preparing for Delivery status. It accompanies the physical delivery and is signed by the site supervisor or client as confirmation of receipt. No pricing appears on the delivery note — it is a logistics document only.

Generating a Delivery Note

What the Delivery Note Contains

📊 30. Import Duty Rates Management

Barbados customs duty rates can change. The platform reminds you to check rates monthly and allows you to update them in one place without touching any code.

Monthly Rate Check Reminder

On the first login of each month, if any procurement orders contain imported items, a bell notification appears reminding you to verify that current duty rates are still accurate. The notification includes direct links to the two official sources:

Updating Duty Rates

Default Duty Rates (Non-CARICOM)

🔑 31. Portal Password Activity Log

Every time a client sets or resets their password through the Client Portal, the action is logged and visible to your staff in the main platform. This provides a full audit trail of portal access activity without requiring access to Supabase.

Viewing the Activity Log

Badge Types

💡 Field Designer

The Field Designer is a canvas drawing tool for creating professional site plans and field lighting layouts. It lives inside every project and produces drawings you can send to the client portal for digital approval. Find it by opening any project and clicking the Field Designer tab, or by clicking Field Designer in the left sidebar.

Phase 1 — Drawing the field

When you open the Field Designer for a project you see an oval canvas representing the field boundary. The toolbar across the top gives you everything you need to build the layout.

Toolbar tools

• Add Pole — places a lighting pole on the canvas. Click anywhere inside the oval to position it. Each pole is numbered automatically and assigned to a bank of two poles.
• Add Structure — places a fixed structure such as a building, scoreboard or dugout on the canvas.
• Add Text — adds a label anywhere on the canvas for notes or annotations.
• Select / Move — click any element to select it, then drag to reposition it. Selected elements show their properties in the panel on the right.
• Delete — select an element and press Delete or click the bin icon to remove it.

North rotation

Use the North Rotation slider at the bottom of the right panel to rotate the field orientation. The N marker on the canvas rotates with it so the drawing reflects the actual compass orientation of the field. 0° means the top of the canvas points north. Rotate clockwise to match the real site.

Saving

Click Save at any time. Every save creates a new version — the version number appears in the top right of the canvas. You can always go back to an earlier version using the Version History button.

Phase 2 — Bank wiring and cable calculations

The Field Designer automatically organises poles into banks of two poles each and calculates the cable runs between them.

How banks work

Poles are grouped into banks automatically as you add them — poles 1 and 2 form Bank 1, poles 3 and 4 form Bank 2, and so on. Each bank is shown in a distinct colour on the canvas. The cable from the control room runs to Pole 1 of each bank (the feeder run), and a spur cable connects the two poles within the bank.

Border trench routing

All cable runs are calculated using border trench routing — cables travel along the field boundary rather than cutting across the playing surface. The system calculates the actual trench length for each run and displays the total trench length in the statistics panel.

Cable sizing

The system calculates the required cable size for each run based on the current load and the trench length. This follows standard electrical sizing rules to ensure the cable can carry the load without excessive voltage drop.

Statistics panel

The right panel shows live statistics as you design: number of poles, number of banks, total connected load in amps, total trench length in metres, and the recommended cable sizes for each run.

Phase 3 — AI tools and client approval

AI Review

Click AI Review in the toolbar to get an intelligent assessment of your layout. The AI analyses the pole positions, bank assignments and cable runs and produces a numbered list of recommendations — for example suggestions about pole spacing, coverage gaps or cable efficiency.

Each recommendation has two buttons:

• 👁 Show me — highlights the relevant pole or area on the canvas so you can see exactly what the AI is referring to.
• ⚡ Fix it — applies the recommended change automatically. The drawing updates immediately and a new version is saved.

AI Spec Doc

Click 📄 AI Spec Doc to generate a full technical specification document for the field lighting installation. The document opens in a new tab as a print-ready PDF and includes the field layout diagram, pole schedule, bank wiring schedule, cable schedule with sizes and lengths, the Bill of Quantities, and the P3CL company header with drawing version number.

The Bill of Quantities includes every item needed for the installation, automatically calculated from your design:

• Main circuit breaker — 125A double pole MCB sized for the total connected load
• Manual changeover switch — 125A, switches between utility supply and remote control device with manual override
• Contactors — one 40A contactor per bank for remote switching
• Cables — sized and quantified for each run including feeders and spurs
• Poles and luminaires — one entry per pole with position reference
• Conduit and fittings — calculated from total trench length

Version History

Click 🕐 Version History to see every saved version of the drawing. Each entry shows the version number, date saved and the drawing status at that point. Click any version to preview it, and click Restore to roll back to that version. The current version is never overwritten — restoring creates a new version from the historical snapshot.

Sending to the client portal

When the drawing is ready for client review, click 📤 Send to client. This pushes the current drawing to the client portal where the client can view it with full pan and zoom on any device including mobile.

The client sees the drawing and has two options:

• Approve — the client approves the design. The drawing status updates to Approved, the Bill of Quantities is locked to the approved version, and the Send to client button is disabled to prevent accidental re-sending of a modified version.
• Request changes — the client adds notes describing what they want changed. You receive a notification in the platform and can update the drawing and send again.

Once approved, the drawing is locked. You can still view and print it but cannot send a new version unless the client requests changes.

Field Designer quick reference

🛡️ Security Monitor

The Security Monitor is a real-time security dashboard that gives you a live view of your platform's health, active threats, blocked IP addresses, and function performance. It refreshes automatically every 30 seconds and can be kept open on a dedicated screen or tablet at all times.

How to open it

Click 🛡️ Security Monitor in the left sidebar under the Documentation section. The monitor opens in a new tab. You can pin this tab in your browser so it is always visible.

The six tabs explained

• Overview — your security score (out of 100), live event feed, component status, and request activity chart. This is the main screen you will watch day-to-day.
• Threats — any detected threats such as brute force attempts or suspicious activity. Each entry shows the source IP, type, severity, and a one-click block action.
• IP Manager — add IP addresses to your block list or allow list. Active sessions are shown on the right. Blocked IPs are tracked with hit counts and the reason they were blocked.
• Functions — the health and invocation counts for all 7 Netlify serverless functions. Shows CORS status, auth method, and rate limiting status for each one.
• Audit Log — every platform action is recorded here with timestamp, user, action, and outcome. You can filter by keyword and export as a CSV file.
• Settings — configure alert thresholds, refresh interval, email notifications, and view the full security checklist for version v44x.

Email notifications

Click the 📧 Notifications button in the top right corner to configure which security events trigger an email alert to [email protected]. You can receive immediate alerts for new threats, IP blocks, and brute force lockouts, as well as daily summaries and weekly PDF reports.

Exporting a report

Click the 📄 Export PDF button in the top right corner at any time to generate a printable security report. The report includes your security score, the full controls checklist, blocked IP list, and component status. The Audit Log tab also has a separate 📥 Export CSV button to download the complete event history.

Blocking an IP address

1. Click the IP Manager tab.
2. In the Add IP Rule panel on the left, type the IP address you want to block.
3. Set the action to Block and optionally add a reason.
4. Click Add Rule. The IP appears in the rules table immediately and is tracked from that point forward.
5. To remove a rule, click Remove next to that IP in the table.

🤖 Benn — AI Platform Assistant

Benn is your built-in AI assistant. He answers questions about the platform, looks up live data from your projects and invoices, and can perform actions like sending emails or creating tasks — always asking your confirmation first.

Opening Benn

Click the gold B button in the bottom right corner of any screen. A panel slides in from the right. Type your question in the input box at the bottom and press Enter.

What Benn can do

• Platform help — "How do I create an estimate?" / "Where is the Field Designer?"
• Live data — "What is the status of the BVTB project?" / "Show me overdue invoices"
• Supplier lookup — "Who supplies storage boxes?" / "What does ABC Hardware stock?"
• Reference search — "Find invoice INV-0042" / "What is PO 6047?"
• Create documents — "Create an invoice for BVTB for 3 days at $850" / "Create a delivery note"
• Actions — "Send an email to the client" / "Create a task on the Edufun project"

Important

Benn always confirms before taking any action. He will show you a summary and ask "Shall I go ahead?" before creating a document, sending an email, or making any change. Benn only shows data your login role permits — field staff will not see financial figures.

📥 Government Purchase Order Import

Upload a Government of Barbados Purchase Order PDF and the platform extracts all line items automatically, creating a procurement order without manual data entry.

Method 1 — From Email

1. Click Email in the sidebar
2. Open the email from the Government Procurement Department
3. Scroll to the Attachments section at the bottom
4. Click "Import as PO" next to the PDF
5. Review the extracted PO number, client and all line items
6. Confirm — the procurement order is created with each line item separately trackable

Method 2 — From Procurement

1. Click Orders in the sidebar
2. Click "Import PO"
3. Upload the PDF file
4. Review and confirm

Partial deliveries

If you deliver less than the full quantity, update the delivered amount. The system automatically creates a task noting the outstanding balance — for example "700 Storage Boxes still outstanding from PO 6047."

Invoicing from a PO

Open the procurement order, select the line items to invoice, click Create Invoice. The PO price is locked in, VAT at 17.5% is calculated, and the PO reference and item codes appear on the invoice. The invoice flows into your normal accounting with all reminders and payment tracking.

📦 Inventory Management

The Inventory module tracks stock you are holding — goods purchased but not yet delivered to a client. Find it in the sidebar under Procurement.

What it tracks

• Item code and description
• Supplier
• Quantity on hand
• Original cost and landed cost (cost plus duties)
• Total stock value
• Source PO reference

How stock moves

Stock comes in when a PO is received. Stock goes out when you create an invoice or delivery note. If you buy 1,500 boxes but only deliver 1,200, the remaining 300 stay in inventory automatically.

Invoicing from inventory

Find the item in Inventory, click Create Invoice, enter the quantity and client. For government clients the price is locked to their PO. For private clients you can set your own price. Inventory is decremented automatically when the invoice is saved.

📄 Historic Invoice Import

Import invoices you created in another program so they appear in P3CL accounting. Go to Invoices → Import existing invoice, upload the PDF, review the extracted details, set the status (Paid / Outstanding / Partially paid) and save.

Invoice numbering

After import the system checks if the imported number is higher than the current counter and updates it automatically. If Invoice 29 is your highest import, the next new invoice will be 30.

Inventory link

If the invoice contains items matching your inventory, the system asks whether to deduct them from stock — keeping your inventory accurate even for historical sales.

🏢 EQI Caribbean Income Recording

EQI Caribbean invoices (QuoteBridge — QB series, LoanBridge — LB series) are recorded in P3CL so all company income appears in one accounting view.

Automatic (Webhook)

Once EQI Caribbean's system is connected, invoices and payment updates arrive automatically — no action needed.

Manual (CSV Upload)

1. Click EQI Caribbean in the sidebar
2. Click Import CSV
3. Upload the CSV from EQI Caribbean's system
4. Confirm — safe to run multiple times, duplicates are detected automatically

In accounting

Income appears broken down by source: P3CL Direct, EQI Caribbean / QuoteBridge, EQI Caribbean / LoanBridge, and a combined group total.

💡 27. Tips & Shortcuts

Troubleshooting Quick Reference