To access a history of invoices sent to a customer, follow the steps listed below:
Open a Customer Profile
Select the Invoices tab
From here, you'll be able to view the following information:
Invoice #
Billing type
Job #
Date sent
Date paid
Amount
Status
Click the Edit Columns button in the top-left corner of the list to edit which information is displayed
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.