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Invoices Reporting

Understanding and customizing your Invoices report.

J
Written by Jeremy Bliesner
Updated over a week ago

The Invoices report helps you track your open, closed, and past-due invoices, giving you more control of your money.

How to access the reports

While logged in to your Housecall Pro account, click on the Reporting tab in the main menu. Once redirected to the reporting page, use the menu on the left of the screen and select Invoices.

Once you are on the Invoice page, click on the type of Invoice report you want to see. You can choose the below report types or click 'Create Report' to customize the report.

Outstanding invoices:

  • Open invoices

  • Aging (past due invoices)

Created invoices:

  • Invoices by date

  • Invoices by customer

Understanding the report

Note: All of the report settings can be customized and additional job metrics can be added to the report.

Default metrics in the report

  • Total count: The total number of unique invoices generated within the specified reporting period, regardless of their status (e.g., paid, unpaid, or overdue).

    Paid amount: Total dollar amount collected on the invoice, including tax. Excludes tips.

    Invoice amount: Total value of the invoice in dollars, including tax. Excludes tips.

Default report settings:

Open Invoices:

  • Date Type: Invoice created date

  • Date Range: Last 365 days

  • Group By: Invoice status

  • Chart Metric: Invoice amount

  • Metrics: Total count, Invoice amount, Paid amount

  • Sort By Metric: Invoice amount

Invoices by Date:

  • Date Type: Invoice created date

  • Date Range: Last 365 days

  • Group By: Month

  • Chart Type: Bar

  • Chart Metric: Invoice amount

  • Metrics: Total count, Invoice amount, Paid amount

  • Sort By Metric: Month (the segmentation)

Aging (Past Due Invoices):

  • Date Type: Invoice created date

  • Date Range: Last 365 days

  • Group By: Days past due

  • Chart Metric: Invoice amount

  • Metrics: Total count, Invoice amount, Paid amount

  • Sort By Metric: Days past due (the segmentation)

Invoices by Customer:

  • Date Type: Created

  • Date Range: Last 365 days

  • Group By: Customer name

  • Chart Metric: Invoice amount

  • Metrics: Total count, Invoice amount, Paid amount

  • Sort By Metric: Invoice amount

Invoices by Employee:

  • Date Type: Created

  • Date Range: Last 365 days

  • Chart Metric: Invoice amount

  • Metrics: Total count, Invoice amount, Paid amount

  • Sort By Metric: Invoice amount

Customizing the report

Any of the default reporting settings can be changed, the report can be saved and added to reporting dashboards. For detailed information on how to customize the report, see our reporting help article here.

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