This help article will walk you through keeping your invoice reporting clean. If you are someone who invoices via Housecall Pro but isn't always getting paid through the invoice itself, the information will walk you through best practices.
Mark the Invoice as paid with Progress invoicing
We recommend this option if you are receiving a payment that matches up exactly with an invoice that you sent to a customer.
You can click the card icon to the right of the paper plane from the Invoice summary table on the job details page (which is only available through progress invoicing) and mark the form of payment you are receiving.
📌 Note: Keep in mind that you will not be able to modify the amount that you are getting paid. So this option is best when the invoice amount = the payment amount received.
Apply Payment to a Job with Progress Invoicing
We recommend this option if you're getting an odd sum that does not exactly match an invoice you have sent with progress invoicing, but is less than the total amount for the job. This is also a good option if, for example, you sent multiple invoices with progress invoicing but are receiving one lump sum payment for those invoices.
You are able to click the Pay icon in the job details page and enter the amount to pay towards the job.
📌 Note: You cannot apply a payment that will exceed the outstanding job balance. Invoices that are open cannot be partially paid, they must be paid in full to reflect as paid.
Example:
Jane is your customer with a job amount that is a total value of $5000. You have sent her one invoice for a deposit of 20%( $1000) and a second invoice to be paid for material and labor costs of the job for 50% ($2500). The job is now invoiced for 70% total or $3500.
Jane ends up sending you a check for $3000 by error. You can use the Pay button at the top of your job and adjust the amount to be $3000 rather than the outstanding $5000.
If there are multiple open invoices on a single job with progress invoicing, we will first apply that payment towards any open invoices for that job so the amount can be paid off in full.
HCP would mark the oldest invoice for the deposit $1000 as paid
Need help or have questions?
We're here for you! Chat with us using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.