By configuring your invoice settings you'll ensure that your invoices include the information you want your customers to see without requiring your employees to change any details when sending an invoice. There are a couple ways to change these settings: default, job-by-job and mobile.

Update default invoice settings

Changing these settings will be automatically set for every invoice created moving forward, as the following steps are for changing the settings across all invoices.

Note: Changing default invoice settings will not impact previously sent invoices. You will still be able to change the individual invoice settings on each job if necessary.

To access your default invoice settings, navigate to the Setting Gear icon in the top right, scroll down on the left side bar until you see Invoices, then select Customer View

Automated Reminders

Setup invoice reminders to automatically remind customers of past due invoices they have already received that they need to still pay. Housecall Pro will automatically send a reminder email to your customer for sent invoices that have been marked as finished, have an invoice due date, and a balance greater than $0. Invoice reminders will start going out after the invoice due date has passed and the invoice is still unpaid.

Learn more about automated invoice reminders here.

Due terms

Due terms will default to 'Upon receipt' but clicking the blue text will allow you to change this to due upon start or completion of work, or to a net number.

Important notes

Remember that updating your global invoice settings will only impact any FUTURE jobs created, not retroactively. If you have recently created jobs that have a different due term, you can go to that job and update that due term independently by following these instructions HERE
Custom due terms are not supported at this point but please chat in and provide a Pro Vote if this is a critical feature for your team
Due Term Best Practices
There are due terms that we only recommend using based on your team's workflow. Below are outlined some important criteria for specific due terms.

Due term	Criteria for due date	Note
Upon start of work	The due date for this due term is populated once the job scheduled date has passed	We do not recommend this due term if you do not schedule your jobs.
Upon completion of work	The due date for this due term is populated once the job is marked as finished.	We do not recommend this due term if you do not mark your jobs as complete.
On a date	The due date will match the specific due term date you set.	We do not recommend this for your global settings but rather as a one-time override on a job-by-job basis.
Net ...	The due date is populated x days after based on the net term you set.	Ex. Net 30 after 01/01/24 would result in a due date of 01/31/24

Payment Options

Once you've connected your bank information you'll be able to select how you want to allow customers to pay.

Learn more about payment processing here.

Customer View of Invoice

Under this section, you have a handful of options that control what information your customers will see on their invoices. Toggling off/on, and checking/unchecking these settings will update the sample preview in real-time so that you're able to preview what your customers will see.

Services and Materials

You are able to add service and material line items to jobs for your employees to see and reference for job preparation and job costing reporting purposes while still being able to control the level of detail your customers see about these line items on their invoices.

For example, if you want to track material line items to understand the material inputs and costs of a job but don't want your customers to see material details you can hide material line items altogether or just choose to show certain information like a materials subtotal.

Note: any line item added to the job with a price will be counted in the subtotal and totals even if the line item is hidden on the invoice. If you don't want the price to be included in the total set it to $0.

Update invoice settings on a job-by- job basis

As mentioned before, while you're able to configure default invoice settings to ensure your invoices include the information you want your customers to see, you can also adjust these settings on a job-by-job basis if needed from the web and mobile app.

Note: Changing individual invoice settings from a job will not impact any other invoices other than the invoice you're editing. If you want to make global changes please configure your default invoice settings under account settings.

Web Portal

Clicking View and Send Invoice from a job page will take you to the invoice preview which you can adjust before sending to a customer.

Note: the invoice number, due date, and invoice message can be edited directly on the job page without clicking into the invoice preview

From the invoice preview page you'll be able to adjust the following:

Due terms

Clicking the blue text will allow you to change this to due upon start or completion of work, a specific date, or to a net number.

Payment Options

Once you've connected your bank information you'll be able to select how you want to allow customers to pay.

Customer View of Invoice

Mobile App

Each setting mentioned above can also be adjusted from the mobile app.

Please note that in order for field tech users to be able to edit invoice settings, they must have permission to 'See prices & take payment' in order to access the invoice.