How to Preview, Download, & Print Invoices
Whether you need to preview an invoice, download an invoice for your records, or print a hard copy, managing invoices is quick and efficient in Housecall Pro.
In this article, we'll guide you through the steps to view detailed invoice information, download invoices in PDF format, and print them directly from your account.
Preview an Invoice (Web)
To preview an invoice in the HCP web portal:
Open a job
Click Invoice in the action bar at the top of the page
You'll then be directed to the invoice preview
Download/Print an Invoice (Web)
To download or print an invoice from the HCP web portal:
Open a job
Click Invoice in the action bar at the top of the page
Click the printer or download icon at the top of the invoice preview
Select whether to include images when printing/downloading invoices
Click Save preference
ℹ️ This setting will not affect the invoice PDF that is sent to the customer. You can update this preference in invoice settings.
Preview, Download, & Print an Invoice (Mobile - iOS)
To preview an invoice:
Open a job
Tap Invoice at the top of the page
You'll then be directed to the Invoice screen, where you can preview and edit the invoice before sending it to a customer.
To download a digital copy of the invoice to your device:
Tap the share icon at the top of the Options screen (accessed after selecting the Printer icon).
Select Save to Files to download the invoice as a PDF file on your iPhone or iPad.
To print a physical copy of the invoice:
|
 |
📌 Note: When using the Envelope optimized view format to print Invoices, window sizes can vary between envelope brands, even if they’re the same size. This format is designed for use with #9 or #10 single or double window envelopes.
Preview, Download, & Print an Invoice (Mobile - Android)
To preview an invoice:
Open a job
Select Invoice at the top of the page, next to Details.
This will direct you to the invoice preview.
 |  |
To print or download the invoice:
Tap the More icon (3 dots) in the top-right corner of the Job Details page.
Select Print.
Select your paper size and number of copies.
Tap the "Save as PDF" drop-down to save or print your invoice.
To print:
Select "All Printers..." and choose the printer you wish to print from.
To download:
Select "Save as PDF" and you're all set!
Note: Your phone must be connected to a printer, and Cloud Print must be enabled. You cannot connect a cord from the phone to a printer to print your invoice.
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.