Progress Invoicing Overview
Progress Invoicing lets you confidently manage invoicing for multi-day or multi-week jobs. If you need to collect partial payments throughout a job or have a customer who will not be paying for a full service/job in one complete payment, you can use this tool to take a percentage or fixed amount less than the job in as many invoices as you need.
This also gives you the power to set specific due terms for each invoice you send out as the work progresses.
If Progress Invoicing is not available in your settings, please chat with Support via the Blue Chat Bubble to get access.
Looking for a demo walkthrough of Progress invoicing?
Enable Progress Invoicing
To enable Progress Invoicing:
Go to your Account Settings by clicking the gear icon in the top right corner of your Housecall Pro account.
Click the "Invoices" drop-down from the menu on the left and select "Preferences."
Click the toggle to the right of "Progressive invoicing," and that's it! Progress Invoicing will then be enabled on your account.
Please Note: Progress Invoicing will only appear for NEW jobs created after this feature has been enabled.
Create a Progress Invoice
To begin setting up your invoices, a job is required as a first step. You will want to create a new job and then click the '+ Invoice' button or click 'Invoice' at the top of the job details page.
Once you start creating an invoice, you will now have the option to edit the invoice amount by clicking into 'Details' if you wish to create an invoice for a percent or fixed amount of the total job cost. There are no limits to how many invoices you can create, but keep in mind you are not able to over-invoice more than 100% the cost of the job.
Edit a Progress Invoice
If you made a mistake when creating your invoice, or forgot to include important details like attachments, you are now able to make partial edits to a created invoice.
To edit, you can either click the pencil icon next to the invoice you want to modify or click on the invoice from the list beneath the 'Invoices' icon to begin making changes.
When editing a progress invoice, you can add attachments missed previously, edit payment options offered and edit the fields your customer can see. At this moment, you cannot edit the invoice amount or due date.
If you do need to adjust the invoice amount or make more critical corrections, you will want to instead void the invoice. This will then allow you to re-invoice that amount and create a new invoice with those corrections.
On mobile, you'll be able to click on the 'Invoice' icon and view a list of all invoices already created for the job.
Once you click into the invoice you need to edit, you can add attachments missed previously, edit payment options offered and edit the fields your customer can see. At this moment, you cannot edit the invoice amount or due date.
These edit flows are currently an Alpha feature on web and mobile. Please chat in and request early access.
Void a Progress Invoice
To void a progress invoice:
Open a job and click the More icon (3 dots) to the right of the invoice you need to void in the Invoice Summary table.
Select "Void" from the drop-down menu, and a confirmation window will appear.
Click "Void Invoice" to finalize the action.
Progress Invoicing FAQs
Do I still have to use segments to progress invoicing?
No, if you prefer to keep the billing all in one 'segment', use this feature to keep a record of all the invoices within the summary table. This allows you to quickly see information like the status of your invoice, the amount the invoice was created, and much more!
Do I have a limit on how many invoices I can create for a single job?
No, at this time you can create as many invoices as needed. Keep in mind that you cannot invoice over 100% of the total job amount.
Can each invoice have its own due terms?
Yes, you can adjust each invoice you create to have its own due terms.
I don't see access to this feature in my account, how can I get it?
If you'd like to get access to this feature, please fill out this form so we can get a better understanding of your company and the features you are using.
Invoice Actions
What do the different statuses mean for the invoice?
Currently, there are 3 different statuses your invoice can be in - 'Open', 'Paid', and 'Void'.
'Open' is when the invoice has been created or created and sent and there is an outstanding balance. 'Paid' which will be shown when an invoice is fully paid. 'Void' is an action you can take place when you have created an invoice that you no longer want to be 'Open' and payable.
If I made a mistake on my invoice and want to send the correct one to my customer, what should I do?
If you have an invoice created or sent to a customer and you'd like to be able to correct it, you will want to go ahead and void the invoice. Once that has been done, you can go ahead and create a new invoice, set it with the correct information you'd like, and follow your regular process. Keep in mind your customers will not be able to pay voided invoices. (Coming soon Winter 2024: the option to edit progress invoices)
Invoice Payments
How can I make sure an invoice I created gets paid?
When taking payment, you can follow your regular flow and mark the job paid or go directly to the 'Pay' action on the specific invoice you want to mark as paid.
We recommend using the invoice 'pay' icon when you want that specific invoice to go from 'Open' to 'Paid'.
I like to offer different payment options for my jobs. Can each invoice I create have a different payment option?
Yes, you will be able to set your payment settings ahead of sending an invoice so you can choose which payment method options you want to give to your customer. For Beta, your customers can pay invoices directly with credit/debit cards, bank transfers (ACH), and Consumer Financing with Wisetack.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.