Auto Invoicing creates a batch invoice that is sent via email for all jobs that have been marked as finished but not fully paid since the last invoice was sent. Each invoice is sent separately as attachments within ONE email. This is configured in the Customer Profile for each individual customer and is located near the bottom of the buttons on the left hand side of the page.
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If you would like to send a batch of invoices in one email to collect a batch payment then click here to learn more about Batch invoicing.
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Please Note: The invoice must exist in the system in order for Auto invoicing to check if the job is marked as finished/complete and if there is an amount still due. If those check true then it will send the auto invoice at the designated 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.

Auto invoicing is perfect for customers that you do regular work for but only need to receive invoices for once or twice a month.
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​Click Here to see step by step instructions on setting up Auto Invoicing.
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Invoice reminders are set up to automatically remind customers of past due invoices that they have already received that they need to still pay.
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The settings for this page can be found in the Account Settings Page> Invoices>Select the drill down option> Automations.
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​Click here for step by step instructions on setting up Invoice Reminders.
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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.
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​Note: Manually resending an invoice to a customer restarts the Invoice Reminder cadence.

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.
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The key difference between auto invoicing and invoice reminders is that invoice reminders will only be sent to customers for invoices they have already received.
Remember, it's a reminder. Auto invoicing on the other hand sends invoices to customers for new jobs that have been marked as finished but the customer has yet to receive the invoice.