Reporting on Invoices
The Invoices report helps you track your open, closed, and past-due invoices, giving you more control of your money.
How to Access Invoice 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 Invoice Reports
Note: All report settings can be customized and additional job metrics can be added to the report.
Default Invoice Report Metrics
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 Invoice 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 Invoice Reports
Any of the default reporting settings can be changed, and the report can be saved and added to reporting dashboards.
📖 Help Center Article:
For detailed information on how to customize reports, check out our Help Article, "Managing Reports" in the HCP Help Center.