Overview
The invoice list view is an enhanced report that helps you track your invoices. This new report comes with added filtering functionality and quick views to easily navigate between your invoices that require action.
To access your Invoice List view:
Click 'Customers' in the Housecall Pro navigation bar at the top of your screen.
Select 'Invoices' from the menu on the left.
Please Note: This report will eventually be the replacement for the current 'Open invoices' report on the Dashboard. This legacy report is only accessible to legacy users and will be deprecated.
Invoice status definitions
Invoice status | Definition | Notes |
Open | Any invoice that has an outstanding amount | This status can include invoices that are partially paid. |
Paid | Any invoice that has been fully paid off. | Can be filtered down by payment type. |
Pending | Any invoice that has a pending payment & hasn't hit your bank account. | Example: ACH payments that have a longer processing time. |
Canceled | Any invoice that has been canceled. | Any invoices that are related to canceled or deleted jobs. |
Voided | Any invoice that has been manually voided. Progress invoice status only. | This status is only viewable if you are using our progress invoice feature. |
Invoice quick filters
The 'All' option is your default view.
The 'Unsent' view will include any invoices that have no send record to the customer and that are in the 'Open' status.
The 'Due' view will include any invoices in the 'Open' status that are due today or after.
The 'Overdue' view will include any invoices that were not paid by the due date.
Please Note: 'Quick view' options cannot be filtered. If you'd like more granular filtering, please navigate to the 'All' option for additional filtering options.
Filtering and editing your views
To view and apply filter options:
Click the 'Filter' button to modify your view settings. These are automatically applied.
You can filter by invoice created date, invoice due dates, last sent date, payment date and type, etc.
To modify the default columns you're viewing, click 'Edit columns' to add or remove columns from your view.
Click the column label on or off by checking the box.
