Invoice Summary Table on Jobs
This feature is in Beta and is currently released to a limited number of orgs.
The new Invoice Summary table provides a quick, at-a-glance status update on the invoices you've created for a job. This summary also includes a few key actions you can take.
Invoice Summary Table Actions
The following actions are available from the Invoice Summary table on the Job Details page:
Add an invoice to the job
Click the '+ Invoice' button to create an additional invoice for the job.
Edit invoice details
Click the pencil icon to the right of an invoice to add attachments, edit the invoice message, adjust the payment options, and choose which information to display on the invoice.
Apply a payment to an invoice
Click the credit card icon next to the invoice you need to apply a payment to.
Note: When paying an invoice directly, you are only able to apply the payment for the full invoice amount.
Click the More icon (3 dots) to the right of an invoice to:
Re-send (or send)
Note: The invoice will be sent with the settings you created originally.
View
Print
Export as a PDF
Void
Note: Voided invoices cannot be marked as paid. The invoice status will show as "Void" on the Invoice Summary table.
Hide or expand the Invoice Summary table by clicking the arrow in the top right corner.
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