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Invoice List View
Invoice List View

Learn how to use the new invoices list view to track down critical details for your invoices and apply payment.

Michael Storer avatar
Written by Michael Storer
Updated over 2 weeks ago

How to Access Your Invoice List

The Invoice List view is an improved report designed to help you track your invoices. It features enhanced filtering options and quick views, making it easier to navigate and manage invoices that need attention.

To access your Invoice List:

  • 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

Quick Filters in the Invoice List:

  • All: Your default view.

  • Unsent: Displays invoices with no send record to the customer and are in the "Open" status.

  • Due: Shows invoices in the "Open" status that are due today or later.

  • Overdue: Includes invoices that were not paid by their 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 Invoice List

To view and apply filter options to your Invoice List:

  • Click 'Customers' in the Housecall Pro navigation bar at the top of your screen.

  • Select 'Invoices' from the menu on the left.

  • Click the 'Filter' button to modify your view settings. These are automatically applied.

  • You can apply filters based on any of the following criteria:

    • Invoice status

    • Invoice created date

    • Invoice due date

    • Latest sent date

    • Invoice amount

    • Payment date

    • Payment method

    • Customer

  • Click the 'Edit columns' button to select the columns that you would like to include or remove from your Invoice List, then press 'Done' in the bottom right corner of the window.



How to Apply Payments from Your Invoice List

Note: This is currently in Beta, if you want access to this flow be sure to chat in to request early access.

To apply a payment to an open invoice:

  • Go to 'Customers' in the top navigation bar of your Housecall Pro account.

  • Select 'Invoices' from the menu on the left.

  • Select an invoice from your list to review its details.

  • Click 'Pay' in the top right corner of the page.

  • Confirm the payment amount and select the payment method you want to use for this invoice.

    • You can adjust the payment amount here to make a partial payment (unless Progress Invoicing is enabled on your account).

  • Select the 'Notify customer' option to send a receipt to your customer and confirm their email address in the "Email receipt" field.

    • Note: If your customer has a card on file in your Housecall Pro account, this card will be selected automatically. When paying with a card on file, the 'Notify customer' option is required and cannot be de-selected.

  • You will see a success or failure message, and the invoice will refresh to show you the updated payment history and payment applied.

  • Both you and your customer will receive a receipt, but you can send the invoice as well if you wish.


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.

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