To take a payment in the web portal, please follow the steps below: 

1. Click the ‘Pay’ icon on the far right in the top action bar

2. If you’re going to be taking partial payment, click on the Amount section and type in the amount. Otherwise, leave that section alone to take full payment.

3. Select payment method:  

  • Credit Card - select ONLY if you use our credit card processor
  • Cash
  • Check - we recommend entering the check number in the 'Payment Note' section
  • Other - if you're using any other credit card processor

4. If taking a credit card payment with our processor, input the card number, expiration date, CVC, billing postal code and address. Then, click 'Charge Card'.

NOTE: If your customer has a card on file for a service agreement with another Housecall Pro company, you can select 'Pay with card on file' and an email will be sent to the customer to pay with that card. 

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

If you'd like your customer to receive an email receipt of this payment, make sure the 'Notify Customer' box is checked. Otherwise, un-check the box and they will not receive the emailed receipt.

For cash, check, or other, click 'Paid - Cash/Check/Other' and you'll be good to go!

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

Having trouble collecting from your customers?
Check out these simple tips! 

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