Send your customers their invoices for your completed work via email or text.
You can even give customers the option to pay online if you're set up to take payment with our credit card processor!
Send an Invoice: Video Tutorial
Send an Invoice (Web)
Open a job to view the Job details page.
Click INVOICE (paper plane icon) in the action bar at the top of the page.
Alternatively, click the blue SEND INVOICE button in the Invoice section.
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice, as well as payment options.
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paperclip icon.
📌 Note: Attachments must already be added to the job itself before having the option to add to the invoice
Review and edit the following information as needed:
Details
Attachments
Invoice message
Payment options
Job and invoice
Business and customer
Services
Materials
When you're ready, click Send in the top right corner of the invoice preview.
From the screen, you'll be able to:
Choose if you'd like to send the invoice via email or text.
Edit the invoice subject line or message.
Type additional email addresses into the 'To' field. (Separate email addresses with a comma.)
Click Send in the bottom right corner of the window.
Note: You can only send the invoice via email OR text, not both at the same time. Although you can send to multiple email addresses, you can only send the text to one number at a time.
Send an Invoice (Mobile)
To send an invoice from the HCP mobile app:
Open a job to view the Job details page.
Tap the Invoice icon at the top of your screen.
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice.
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paperclip icon.
Update the invoice message if needed. Field techs must have the permission 'Edit message on invoice' enabled to edit the invoice message.
Tap Next in the top right corner of your screen.
From the next screen, you'll be able to:
Update payment options
Choose if you'd like to send an email or text
Edit the invoice subject line or message
Type additional email addresses into the 'To' field. (Separate email addresses with a comma.)
Tap Send in the top right corner of your screen.
Edit the Subject Line on Estimate and Invoice Emails (HCP Mobile App)
To edit the subject line on estimate and invoice emails:
Open a job or estimate and click the Send button (paper plane icon).
Then you can delete the existing subject line in one of two ways:
Tap the end of the subject line and press the Delete button on your keyboard.
Press into the subject line, hold for a moment, and press Copy.
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Lastly, type in your new subject line and press the paper plane icon in the top right corner of your screen.
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.