Send professional invoices to your customers by email or text from Housecall Pro. You can review what customers see before sending, customize the invoice message, add attachments, send to multiple email recipients, and, if online payments are enabled, let customers pay directly from the invoice.
How to Send an Invoice (Web)
Step 1: Open a job in the HCP web portal.
Step 2: Click Invoice in the action bar or Send Invoice in the Invoice section.
Step 3: Review the invoice preview.
Review or update:
Invoice details
Attachments
Invoice message
Payment options
📌 Note: Attachments must already be added to the job before they can be attached to the invoice.
Choose to display specific information:
Job and invoice
Business and customer
Services
Materials
Select the view format:
Email optimized
Envelope optimized (for use with #9 single and double-window envelopes)
Step 4: Click Send in the top-right
Step 5: Choose how to send the invoice, and update the information as needed.
Toggle Email and Text on/off
For email, update or include additional email addresses, and update the email subject and message fields.
For text, update or include additional mobile numbers
Step 6: Click Send in the bottom-right
How to 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 (Mobile)
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.
Requirements for sending invoices by text
👉 Want to send the invoice by text? A few things need to be set up first:
Text messaging must be enabled and approved for your account.
See Texting Number.
The customer must have a phone number saved in the Mobile field. Home and work phone numbers can't receive invoice texts.
At least one online payment option (credit/debit card or bank transfer/ACH) must be enabled for the invoice. If online payments are turned off, the text option won't appear.
The customer can't have previously replied STOP to your text messages.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.