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 - HCP Web Portal
To preview an invoice through the HCP web portal:
Click Customers in the navigation bar at the top of your Housecall Pro account.
Select Jobs from the menu on the left.
Select the job associated with the invoice you need to preview, and you'll be directed to the Job Details page.
Click the Invoice icon (paper airplane) in the Action Bar at the top of the page, or click the blue Send Invoice button in the Invoice section.
You'll then be directed to the Send Invoice page where you'll see the invoice preview.
Download/Print an Invoice - HCP Web Portal
To download or print an invoice from the HCP web portal:
Click the Customers tab in the navigation bar of your HCP account.
Select Jobs from the menu on the left.
Select the job associated with the invoice you need to preview, and you'll be directed to the Job Details page.
Click Print or Download PDF in the top-right corner of the Send Invoice page.
Alternatively, click the printer icon in the Invoice section of the Job Details page, located to the right of the blue Send Invoice button.
A new tab and Print window will open automatically.
Select your printing options.
Choose a printer to print a physical copy, or select PDF to download the invoice as a PDF document.
Click Print in the bottom right corner of the Print window, and you're all set!
Preview, Download, & Print an Invoice - HCP Web Portal (Progress Invoicing Enabled)
To preview an invoice through the HCP web portal with Progress Invoicing enabled:
Click the Customers tab in the navigation bar of your Housecall Pro account.
Select Jobs from the menu on the left.
Select the job associated with the invoice you need to print/download, and you'll be taken to the Job Details page.
Click the Invoice icon (paper airplane) in the Action Bar at the top of the page.
Alternatively, you can click the + Invoice button in the Invoice Summary section.
You'll then be directed to the invoice preview on the Add Invoice page.
To download or print the invoice:
Select Print or Download PDF in the top-right corner of the Add Invoice page.
When either of these options is selected, a confirmation window will appear, asking if you would like to proceed with saving and printing the invoice.
Please Note: Upon printing or downloading the invoice, it will no longer be available to edit and will become an open invoice for that job.
To make changes before saving the invoice, click 'Cancel.'
Click SAVE AND PRINT or SAVE AND DOWNLOAD to proceed after making any necessary changes (if applicable).
When SAVE AND PRINT is selected, a Print window will open on your computer.
Choose a printer and adjust any additional settings (such as paper size or layout).
Click Print to print a physical copy of the invoice.
Alternatively, select Save as PDF in the Destination drop-down and click Save to download the invoice.
When SAVE AND DOWNLOAD is selected, the invoice will be downloaded as a PDF file to your computer.
Open the PDF file from your downloads, then rename or print the invoice and you're all set!
Preview, Download, & Print an Invoice - HCP Mobile App (iOS)
To preview an invoice on mobile iOS devices (iPhone/iPad):
Open a job in your HCP mobile app to access the Job Details page.
Tap the Invoice icon (paper airplane) in the Action Bar at the top of your screen.
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:
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Preview, Download, & Print an Invoice - HCP Mobile App (Android)
To preview an invoice on Android:
Open a job in your HCP mobile app to access the Job Details page.
Select Invoice at the top of the page, next to Details.
This will direct you to the invoice preview.
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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!
Please 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. |
Battling unpaid invoices? Check out 7 ways to get paid fast!
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.