We've partnered with Stripe for processing credit card payments. Accept credit card payments for one low rate across all cards. You'll be able to process card payments in the field directly through the Housecall Pro app and send electronic invoices to customers to pay via email and text.

If you do not want to use our card processor, that's okay. You'll still be able to mark your jobs as paid, while using your external card processing system alongside Housecall Pro. You can move to the final step, 7. Add your existing customers. 

1. How to Setup Your Bank Account 

  • Click on ‘My Money’ in your navigation bar` 
  • Select ‘Connect My Bank’ on the main page in this tab, or click the gear icon in the upper right corner and select ‘Connect My Bank’ from the pop-out menu'Connect My Bank’ will only appear on the homepage if you have not already set-up a bank account
  • Type or scroll to select your bank from the pop-up window
  • Enter your online banking credentials, select the account you’d like to use and click ‘Submit’ 

2. Verify Your Account Representative   

  • In order to keep you and your account safe and prevent fraud, you’ll need to verify the identity of the person affiliated with the company’s bank account. 
  • You’ll need to enter the social security number and upload a picture of the person’s identification (driver’s license or passport). Take a clear picture of the ID laying on a plain, white background.
  • Select if this is an ‘Individual’ or ‘Business’ account (business requires a business tax ID), and fill out the rest of the fields completely
  • Once filled out, click ‘Finish’ on the bottom right 
  • Once your information has been entered (including ID and Social Security number) the information is encrypted and sent to Stripe, our credit card processor. 
  • You'll be taken back to the Bank for Payouts screen and see a 'Pending' status on your account.
  • Stripe is able to verify the representative quickly and change your status from 'Pending' to 'Verified'. Once you're verified, you're all clear to start accepting credit cards through Housecall Pro!

The processing time for standard payout deposits is 2 business days. 

NOTE: The first payment can take up to 5-7 business days to accommodate the approval process.

  • Once you enter your bank account info, run a $1 test transaction by creating a job and check for it in your bank account within 5 days. You can go to your Payouts to see deposit statuses.

Stripe disbursements take 2 business days to reach your account. However, if it is the first disbursement, it can take 5-7 business days to accommodate for the approval process.

Now that we've set up our account for card processing, let's move to the final step!

Step 7: Add your existing customers

Learn how Instapay can have your credit card payment in hand in less than 30 minutes.

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