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Invoices: How to Preview, Download, & PrintLearn how to preview, download, and print an invoice from the HCP web portal and mobile app. Written by Nate H Updated over 2 months agoWhether you need to preview an invoice, download an invoice for your records, or print a hard copy, managing invoices is quick and efficient in Housecall Pro. In this article, we'll guide you through the steps to view detailed invoice information, download invoices in PDF format, and print them directly from your account.Preview an Invoice - HCP Web PortalTo preview an invoice through the HCP web portal:Download/Print an Invoice - HCP Web PortalTo download or print an invoice from the HCP web portal:Preview, Download, & Print an Invoice - HCP Web Portal (Progress Invoicing Enabled)To preview an invoice through the HCP web portal with Progress Invoicing enabled:To download or print the invoice:Preview, Download, & Print an Invoice - HCP Mobile App (iOS)To preview an invoice on mobile iOS devices (iPhone/iPad):To download a digital copy of the invoice to your device: To print a physical copy of the invoice:Preview, Download, & Print an Invoice - HCP Mobile App (Android)To preview an invoice on Android:To print or download the invoice:Related ArticlesEstimates: How to Preview, Download, & PrintJobs & Invoices: How to Delete, Cancel, and RestoreSending InvoicesSend financing application to customers - mobile appAccess & Download Paystubs with HCP Payroll

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Once you have completed the estimate, reviewed its contents, and viewed the itemized estimate totals, visit the PDF Preview tab to mark the estimate as final, preview the estimate report/printout that the customer will receive, and print (or download) the estimate in PDF format. How to Review the Estimate Click Estimate in the navigation menu. The estimate page shows the repair lines you have added along with information about the related parts and operations. Note: This page shows the ongoing total of the estimate in the upper right corner. Review the repair lines you have added to the estimate on the Estimate page. Make any necessary changes to the repair lines (see the section "Add Lines to the Estimate"). When you are finished making changes, click Commit when you are ready to commit the estimate. Preview and Print the Estimate Preview the Estimate from the Estimate Editor Click Preview on the estimate editor navigation menu to view the PDF preview of the estimate. The Preview page shows the estimate report and printout the customer will receive. You can view the estimate total next to the Commit button. Click the + or - icons to the right, to increase or decrease the display size of the PDF on the screen. Save PDF Preview Click Download at the top right if you want to download the PDF estimate file to your computer or other device.Note: You can also download the estimate report/printout from Mitchell Connect, you can download an estimate from the Estimate Manager. On the Job Overview page, click the Estimate card, not the dollar amount. Click Share PDF at the top right and select Download from the list. In the notification at the bottom of the screen, click Save and select the folder where you will save the estimate PDF. Change Language To set the print language for the Estimate Report, Click the Preview tab in Mitchell Cloud Estimating. Click the PDF Printout Language list to select a language. Print, email or download the Estimate Report. It will be in the selected language. Print PDF Preview Before printing the estimate report/printout, select the Estimate Column Format in the Print Format section to the right of the preview. In the Estimate Column Format field, select the format for the report/printout from the list:StandardInclude CEG Values (Audit) - This is the default print format for all users. This format allows you to