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Chase past-due Housecall Pro invoices

Jobs finish on Friday, invoices go out on Monday, and by the end of the month a handful sit past due while you are on a roof or in a crawl space.

Cotlet does it in your own Housecall Pro account with list_invoices, get_invoice and send_invoice, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Housecall Pro do this on its own?

Housecall Pro sends automatic invoice reminders on a schedule you set in Settings (checked 14 Oct 2026). They use one rule for every customer, do not look at the balance, and the changes apply only to future jobs and invoices. The public API is MAX-plan only and can read invoices, not send or pay them.

How you do it in Housecall Pro today

  1. Click Invoices in the left navigation bar of the web portal to open the Invoice list.
  2. Use the Past Due quick filter, which shows invoices that were not paid by their due date, or filter by status, due date, amount or customer.
  3. Open each invoice, click Send, and choose Email, Text or both, with an edited subject and message.
  4. Settings > Notifications > Customer holds the automatic reminder: a frequency from every day to every 30 days and a maximum of 1 to 10 reminders, with customers excluded by name or tag.
  5. A changed reminder rule applies only to future jobs and invoices, so open invoices already past due stay on the old setting and wait for you.

How to chase past-due Housecall Pro invoices

Prompt

Every Monday, list Housecall Pro invoices that are past due. Skip customers tagged Service Plan, and send each of the rest a short reminder by email. Show me the list before you send anything.
  1. 01

    Read the Past Due list

    list_invoices runs with the past due filter and pages through the cursor until the list is complete, so a long month-end backlog is handled as one batch.

  2. 02

    Drop the exclusions

    Customers you exclude from reminders, by name or by tag as in Housecall Pro's own reminder settings, are left out of the run and shown in a separate line so nothing is hidden.

  3. 03

    Open each invoice before sending

    get_invoice shows the amount due, the due date, the payment history and the last send date. An invoice with a payment pending, for example an ACH payment that has not reached the bank, is skipped.

  4. 04

    Write one reminder per invoice

    send_invoice resends the invoice with a subject and message that name the amount and the due date. It asks for your OK by default, because every call reaches a customer.

  5. 05

    Report what is left

    The agent lists who got a reminder, who was skipped and why, and the open balance still outstanding, so you see the effect of the week in one place.

What you get back

Example data

Past due invoices: 9, total $6,840.00
Reminded by email 6:
- Marcus Lee, inv_7c20be, $780.00, 12 days past due
- Priya Shah, inv_91a3d0, $1,150.00, 4 days past due
Skipped 2 (tagged Service Plan)
Skipped 1 (payment pending, ACH)
Still open after this run: $6,840.00

Other ways to ask

  • Send only invoices more than 14 days past due, and list the ones under 14 days for me without sending.
  • Text instead of emailing customers who have a number in the Mobile field and an online payment option on the invoice.
  • Every Friday, give me a list of unsent invoices on completed jobs and send them after I approve.
  • List invoices above $1,000 that are past due and write a more personal message for each customer.

What Housecall Pro allows, and what to know first

  • Housecall Pro invoice statuses are Open, Paid, Pending, Canceled and Voided, and Open includes invoices that are partially paid.
  • The Unsent quick filter shows Open invoices with no send record to the customer, and Past Due shows invoices not paid by their due date.
  • Housecall Pro invoice reminders repeat every day up to every 30 days, a maximum of 1 to 10 times, and start after the due date has passed.
  • Manually resending an invoice restarts the invoice reminder cadence for that invoice.
  • A text invoice needs text messaging enabled and approved, a number in the Mobile field, and at least one online payment option (card or bank transfer) on the invoice.

send_invoice asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Housecall Pro Help: Invoice List View · Housecall Pro Help: How do I Set Up Invoice Reminders? · Housecall Pro Help: Send an Invoice · Housecall Pro Help: Difference between Auto Invoicing and Invoice Reminders

Call send_invoice from a script

curl

curl -X POST https://cotlet.dev/api/v1/housecall-pro/invoices/inv_7c20be \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"channels":["email"],"subject":"Reminder: invoice for your water heater service","message":"Hi Marcus, the balance of $780.00 was due on 2 October. You can pay online from the invoice. Thank you."}'

Example response

{
  "invoice_id": "inv_7c20be",
  "status": "sent",
  "sent_to": [
    "marcus@example.com"
  ],
  "channels": [
    "email"
  ],
  "sent_at": "2026-10-14T09:30:00-05:00"
}

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

Schedule it in n8n, Make, Zapier or cron

Housecall Pro tools this automation uses

Cotlet Housecall Pro tools used to chase past-due Housecall Pro invoices
Tool Parameters
list_invoices status, filter, customer_id, due_before, limit, cursor
get_invoice invoice_id
send_invoice invoice_id, channels, to, subject, message
All 15 Housecall Pro tools with descriptions

Frequently asked questions

Is it safe to connect Housecall Pro to Cotlet?

Yes. You sign in to Housecall Pro yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Housecall Pro once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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