How to View a Customer's Invoice History
To access a history of invoices sent to a customer, follow the steps listed below:
Click on 'Customers' in the Housecall Pro navigation bar and select a customer whose invoice history you would like to see.
Alternatively, you can use search bar at the top of your Housecall Pro account to search for and select a customer.
Select the Invoices tab under the customer's name.
From here, you'll be able to view your customer's invoice history, including the total number of invoices and the following columns:
Billing type
Invoice #
Job #
Date sent
Date paid
Amount
Status
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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.