Batch Invoicing
Batch Invoicing is the process of selecting multiple Invoices from either the same customer or for several different customers and sending them an invoice all at once.
Batch Invoice from the Invoice List
From the Home Page, select the Open Invoices card, or click the Customers tab in the top navigation bar and select 'Invoices' from the left menu.
Select any invoices that you would like to batch-send.
🛠️ Pro Tip: Use the Filter and Edit Columns button to quickly narrow down your results. There is also a quick sort slider bar to sort between All, Unsent, Due, and Past Due.
Once selected, click the 'Bulk actions' button and choose 'Bulk send' from the drop-down.
Click 'Send invoices' in the confirmation box, and you're all set!
You will see a small, temporary success floating banner in green in the bottom left corner of the page.
Batch Invoice/Collect Batch Payments from the Customer Profile
To send a batch invoice/collect batch payments from the Customer Profile:
Open a Customer Profile and select the Jobs tab.
Alternatively, If your customer has outstanding invoices, you will see a red banner with the number of invoices and grand total amount due. Click 'View Details' on this banner to be directed to the Jobs tab.
Select any invoices to batch send and/or collect payment on.
The selected invoices will be highlighted in blue.
In the blue banner at the top of the Jobs tab, you'll see:
How many invoices have been selected
The total amount to be invoiced/collected
3 batch icons:
Batch lead source (circle icon)
Batch payment (card icon)
Batch invoice (paper plane icon)
To batch invoice, click the paper plane icon. You'll then be taken to the invoice preview which will show all selected invoices. You can adjust your payment options and add any attachments from here. Then, click 'Next' in the top right corner to continue sending the invoices.
To submit a batch payment through the system, click the card icon. The payment window will appear, where you can select the payment method and proceed with taking the payment.
Please Note: You can only accept credit card payments through Housecall Pro if you have set up Payments via the My Money page.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.