Easily send professional invoices to your customers from the Web or Mobile app. Review and customize what customers see, add multiple recipients, and include photos or documents as attachments. You can choose to send the invoice by email or text, and if you’re set up with our credit card processor, you can even let customers pay online!

Send an Invoice: Video Tutorial

Send an Invoice (Web)

Open a Job to view the Job details page.
Click Invoice 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.)

👉 Want to send the invoice by text? A few things need to be set up first:

Your account has text messaging turned on and approved
- See "Texting Number"

The customer has a number saved in the Mobile field — home and work numbers can't receive texts.

The invoice can be paid online. At least one online payment option (credit/debit card or bank transfer/ACH) must be turned on for that invoice. If online payments are off, the text option won't show up — you can still send the invoice by email.

If a customer has replied STOP to your texts, they won't receive new ones.

📌 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.

Click Send in the bottom right corner of the window.

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.