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.
What is the Open Invoices Report?
The Open Invoices Report helps you quickly see what money you’re owed and what invoices require immediate attention to ensure you’re keeping track of overdue payments.
The card includes:
A visual bar chart of your open invoices by sub-status
Sub-statuses such as Past Due - Sent, No Due Date, and Due - Unsent
A clear breakdown of which invoices need your attention first
You can click any section of the chart or use the “View/Edit Report” button on your report card to access detailed invoice data, apply filters, and manage your receivables more effectively.
Why does this matter?
The new Open Invoices Report and invoice reporting tools are designed to give you better visibility and control over your finances.
In earlier versions of Housecall Pro, invoices were tightly tied to jobs. While that made things simple, it also created limitations:
You couldn’t bill separately for different job stages (like deposits or milestone payments)
Customizing an invoice could unintentionally affect the job itself
You couldn’t create multiple invoices for a single job
To support more complex billing needs, invoices are now structured independently from jobs. This new setup makes it easier to:
Manage cash flow across different billing stages
Track multiple invoices related to a single job
Customize invoices without affecting job timelines or progress
This structure allows for more accurate reporting and greater customization, helping you run your business with more flexibility and confidence.
What do the sub-statuses of the Open Invoice statuses mean?
No Due Date: Invoices that have been created but don't have a due date because the due date is tied to the job completion date.
Example: The job associated with the invoice has a due term of "Due upon completion of work," but the job is not marked as finished.
Due & Sent: Invoices that have a due date after today and have been sent to the customer.
Example: An invoice is sent on March 20, 2025, but the invoice due date is March 30, 2025. The invoice will sit within the Due & Sent category.
Due & Unsent: Invoices that have a due date after today and have not been sent to the customer.
Example: An invoice is created or downloaded on March 20, 2025, but the invoice due date is March 30, 2025. The invoice will sit within the Due & Unsent category.
Past Due & Sent: Invoices that have a due date before today and have been sent to the customer.
Example: An invoice is past due (the due date is March 10, 2025, which is before today) and has already been sent to the customer.
Past Due & Unsent: Invoices that have a due date before today and have not been sent to the customer.
Example: An invoice is past due (the due date of March 10, 2025, which is before today) and was created and/or downloaded but not sent.
How do I drill into the data to see the invoice list view?
Click on any bar or point on a line graph on the Open invoices visualization to drill into the invoices associated with that status.
You can also click into any row on a table below the report visualization to access a pre-filtered list view of your invoices
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.