We have recently released the ability to keep the job and invoice number tied together. This setting ensures that your job and invoice number share the exact same number ID.
Currently, you will have to chat in to request access or fill out this form directly to be given access.
What will my account look like when this setting is enabled for me?
Once the setting is enabled for you, when you navigate to the job details page you will continue to see both the job and invoice number. However, you will notice that the numbers will automatically match with no action needed on your end.
If you ever do need to adjust the number, you will want to click on the 'Job number' and edit it. The job number is the lead number which will then update the invoice number to match.
Other important notes
Once we sync historical jobs this action cannot be undone. It is important to read this FAQ thoroughly to ensure you understand the sync and expected behavior.
Please note that deposit invoices and segments will share the same number as well. You will see that deposit invoices will have a prefix 'D'.
Example: Job 11503 has deposit invoice #D-11503
If that job had two segments, those segments would be:
FAQs
Will this sync setting apply to my historical jobs?
Yes, we will apply this setting retroactively for your new and old jobs. There is an option to only apply to future jobs only, if this is your preference please indicate this in the form. Once we sync historical jobs this action cannot be undone, but you can choose to not sync jobs and invoices in the future if you do change your mind.
Will enabling this setting impact QuickBooks?
No, at this time we push the job number as the ID to Quickbooks. In other words, the job number in Housecall is the invoice number in Quickbooks. When this setting is enabled we honor the job number so that there are no duplication errors caused with Quickbooks.
What if I am using deposits or segments, will the numbers still be shared?
Yes, the numbers will still be synced automatically if you are using segments and deposits.
Example: Job 1003 with two segments would have Job 1003-1 and Job 1003-2 with invoice 1003-1 and invoice 1003-2 respectively.
If I have turned on Progress Invoicing, will this setting also work?
No, at this time if you are using Progress Invoicing you will not be able to opt-in to this setting given you may have MANY invoices for one job.