Bill a Housecall Pro job in stages with progress invoices

1. Click the gear icon at the bottom left, choose Settings > Invoices, open the Configuration tab and switch on Progressive invoicing.
2. Create a new job with all line items and the full total; progress invoicing appears only on new jobs created after the setting is on.
3. Open the job and click + Invoice, or Invoice at the top of the Job details page, then click into Details to set a percent or a fixed amount of the job total.
4. Each invoice has its own due terms and payment options, and the invoice summary table on the job shows Open, Paid or Void for each one.
5. For every later stage you repeat the same steps, checking the total already invoiced by hand so the sum stays within the job.

For the Harper kitchen remodel job, create a progress invoice for 30 percent of the total, due in 14 days, and show it to me before it is sent to the customer.

1. 01

   Read the job total

   get_job returns the line items, the total and the invoices already issued on the job, so the agent knows what share is already billed before it plans the next one.

2. 02

   Check the cap

   The agent adds the new invoice to the invoiced total and refuses anything that would pass 100 percent of the job, because Housecall Pro does not allow over-invoicing.

3. 03

   Check the job qualifies

   If the job predates progress invoicing or the setting is off, create_progress_invoice returns that reason and the agent reports it instead of making a full invoice.

4. 04

   Create the invoice

   create_progress_invoice issues the invoice for your percent or fixed amount with its own due date. It asks for your OK by default, because an invoice is a billing record you cannot edit afterwards, only void.

5. 05

   Send it after your look

   send_invoice emails or texts the invoice once you approve. The agent then reports the amount, the share billed so far and the share left.

Job job_91d3a7, Harper kitchen remodel
Job total: $8,400.00
Invoiced so far: $0.00
Created inv_4b2e8d for 30%: $2,520.00, due in 14 days
Total invoiced after this one: 30% of the job
Left to bill: $5,880.00
Not sent yet, waiting for your OK

curl -X POST https://cotlet.dev/api/v1/housecall-pro/jobs/job_91d3a7/progress-invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"percent":30,"due_in_days":14}'

{
  "invoice_id": "inv_4b2e8d",
  "job_id": "job_91d3a7",
  "status": "open",
  "amount": 2520,
  "percent": 30,
  "due_date": "2026-10-28",
  "invoiced_total": 2520,
  "left_to_bill": 5880
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is housecall_pro_write → create_progress_invoice. Example data.

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