What is Auto Invoicing?
Auto Invoicing generates a batch invoice email that includes individual invoices for all jobs marked as finished but not fully paid since the last invoice was sent. Each invoice is attached separately within a single email. This feature is configured per customer in their Customer Profile, near the bottom of the left-hand menu.
🔎 If you would like to send a batch of invoices in one email to collect a batch payment, click here to learn more about Batch invoicing.
📌 Note: For Auto Invoicing to work, the invoice must already exist in the system. Once the job is marked as finished or complete, and there's a remaining balance due, the system will automatically send the invoice based on your selected cadence.
When you set up auto invoicing, we will not send your customer an email with all outstanding invoices. Going forward, any jobs that are marked as finished but not fully paid will be included in the auto-invoice at the cadence that you set up.
🛠️ Pro Tip: Auto invoicing is perfect for customers that you do regular work for, but only need to receive invoices for once or twice a month.
🔎 Click Here to see step-by-step instructions on setting up Auto Invoicing.
Invoice Reminders
Invoice reminders are set up to automatically remind customers of past due invoices that they have already received and that they still need to pay.
The settings for this page can be found in the Account Settings Page> Invoices> Automations.
🔎 Click here for step-by-step instructions on setting up Invoice Reminders.
When you establish your auto invoicing cadence, Housecall Pro will automatically send a reminder email to your customer for those invoices that have been marked as finished, have an invoice due date, a balance greater than $0, and where the invoice has already been sent to the customer. Invoice reminders will start going out after the invoice due date has passed and the invoice is still unpaid.
📌 Note: Manually resending an invoice to a customer restarts the Invoice Reminder cadence.
🛠️ Pro Tip: Invoice reminders are perfect if you struggle to collect payments in a timely manner from customers and need to remind them without the added hassle of manually doing so.
Key Difference
The key difference between Auto Invoicing and Invoice Reminders is:
Invoice reminders will only be sent to customers for invoices they have already received. Remember, it's a reminder.
Auto invoicing sends invoices to customers for new jobs that have been marked as finished, but the customer has yet to receive the invoice.
Need help or have questions?
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.