Configure Default Invoice Settings

Learn how to configure default invoice settings

Bricelyn Jones avatar
Written by Bricelyn Jones
Updated over a week ago

By configuring your default 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. These settings will be automatically set for every invoice created moving forward.

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

To configure your default invoice settings navigate to Account Settings under your profile picture and select Invoice Settings.

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

Due terms

Due terms will default to 'Due 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.

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.

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.

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.

You will be able to adjust these settings as needed on each individual job invoice before sending it on the web and mobile apps. Learn more here.

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