From the Home Page, either select the "Open Invoices" card OR click on the Customers Tab in the top navigation menu, then click on Invoices on the left hand navigation panel.

Select any and all invoices that you would like to batch send. You may use the Filter and Edit Columns button to quickly narrow down your results. There is also a quick sort slider bar to sort between All, Unsent, Due and Past Due.

Once selected, click on Actions and choose Bulk Send. You will see a small, temporary success floating banner in green in the lower left corner of the page.

From the Customer Profile page, click on Jobs Tab.

If your customer has Outstanding Invoices, you will see a red banner with the number of invoices and grand total amount due. Click View Details on this banner- it will take you to the Jobs Tab.

Select any and all invoices that you would like to batch send and/or collect payment on.

Once selected, click on Actions and choose either the Credit Card button to apply a batch payment or the envelope button to Bulk Send. You will see a small, temporary success floating banner in green in the lower left corner of the page after batch sending.

You may only accept credit card payments through HouseCall Pro if you have set up Payments via the MyMoney page.

You can send an email OR text, not both at the same time. Although you can send to multiple email addresses, you can send the text to one number at a time.
​