Use credit card on file with Housecall Pro Payments to make your customers' payment experience easier than ever:

  • Your customers can securely save and store credit cards for future jobs
  • Seamlessly charge your customer's stored card when taking payment in the field
  • Streamline online payment by allowing customers to log in and pay with stored card

Turn On - Card on File

From the Web Portal

1. After clicking the 'Invoice' icon on a job details page, set your 'Invoice Settings' (click the gear icon to access)

2. Click 'Next'

3. Click the '$' icon to view and edit your 'Payment Settings'

4. In the 'Payment Settings' section, toggle on the 'Customer can save card on file' option 

  • If by default, you would always like your customers to have the option to save a card on file, make sure to check the box that says "Remember pay online option"

From the Mobile App

1. Click the 'Invoice' icon on the job details page

2. Click 'Send

3. Click the '$' icon to access your 'Payment Settings

4. Toggle on 'Customer can save card on file'   

5. Click 'Done' to save your payment settings

6. Click 'Send' (paper airplane icon) when you're ready to send the invoice to the customer. 

What will your customers see?

Your customers will see a checkbox, with the option to save their card on file for faster payment in the future.

Your customer will need to create a password to manage their card on file. 

The next time they have an invoice to pay, they will be able to log in and pay with their saved card, instead of manually typing their card number.

Charge a Card on File

From the Mobile App

When you click 'Pay' from the job details page, you will see 2 additional options for card on file (as well as the standard payment options):

  1. Collect signature
  2. Send for sign off

If your customer is present, you can choose Collect signature, and your customer will be prompted to sign for the transaction. Their card on file will automatically be charged.

If your customer is not present, choose Send for sign off. Your customer will receive an email where they will be prompted to approve the charge, using their card on file.

From the Web Portal

In order to charge a card on file, your customer needs to be present to sign off on the job. 

However, if your customer has a card on file, you can send them an invoice by email or text, and they can be approve the charge.

FAQ

Are there any additional fees for using card on file?

  • Nope, the rate for charging a card on file is the same standard rate of 2.9% + 30¢ per transaction.

**If you DO NOT already use our credit card processor, but are interested in learning more, click HERE!**

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

Did this answer your question?