Send your customers their invoices for your completed work via email or text.
You can even give customers the option to pay online if you're set up to take payment with our credit card processor!
Sending Invoices: Video Tutorial
Send an Invoice from the HCP Web Portal
Open a job to view the Job details page.
Click 'Invoice' (paper plane icon) in the Action Bar at the top of the page, or click the blue 'Send Invoice' button in the Invoice section to invoice the customer.
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice, as well as payment options.
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paperclip icon.
Please note: Attachments must already be added to the job itself before having the option to add to the invoice
Edit the invoice message if needed.
Click 'Next' in the top right corner of the page.
From the screen, you'll be able to:
Choose if you'd like to send the invoice via email or text.
Edit the invoice subject line or message.
Type additional email addresses into the 'To' field. (Separate email addresses with a comma.)
Click 'Send' in the bottom right corner of the window.
Please note: You can only send the invoice via email OR text, not both at the same time. Although you can send to multiple email addresses, you can only send the text to one number at a time.
Send an Invoice from the HCP Mobile App
To send an invoice from the HCP mobile app:
Open a job to view the Job details page.
Tap the Invoice icon at the top of your screen.
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice.
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paperclip icon.
Update the invoice message if needed. Field techs must have permission to edit the invoice message.
Tap 'Next' in the top right corner of your screen.
From the next screen, you'll be able to:
Update payment options
Choose if you'd like to send an email OR text
Edit the invoice subject line or message
Type additional email addresses into the 'To' field. (Separate email addresses with a comma.)
Tap 'Send' in the top right corner of your screen.
How to Edit the Subject Line on Estimate and Invoice Emails (HCP Mobile App)
To edit the subject line on estimate and invoice emails:
Open a job or estimate and click the Send button (paper plane icon).
Then you can delete the existing subject line in one of two ways:
Tap the end of the subject line and press the Delete button on your keyboard.
Press into the subject line, hold for a moment, and press Copy.
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Lastly, type in your new subject line and press the paper plane icon in the top right corner of your screen.
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.