Take Payments on the Web Portal
To take a payment in the web portal, please follow the steps below:
Click the ‘Pay’ icon on the far right in the top action bar
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.
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
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!
Take Payments on iPhone (iOS)
Take credit card, cash, or check payments on your iPhone.
Open the job details page
Click the 'Pay' icon and select 'Yes' to try the new payment flow.
Adjust payment amount (if taking partial payment), and enter any 'Payment Notes'
Pro Tip: When taking check payments, this is a good place to input the check number
Click 'Next'
Select 'Payment Method'
Other - select if you are using any other credit card processor
**If you DO NOT already use our credit card processor, but are interested in learning more, click HERE!**
Credit Card - select ONLY if you use our credit card processor
You have the option to type in the card information
OR click 'Scan Card' to use your phone's camera to scan the numbers and input that information automatically
OR click 'Use Card Reader' if you have a Housecall Pro Card Reader
If you want to enable credit card tipping, take a look here
NOTE: If the option to 'Save card on file' is enabled, you will not be able to use the Card Reader.
You will then see a screen confirming the completed payment
A receipt will be emailed to your customer (unless customer notifications are turned off) as well as your company's support email address
Take Payments on Android
Learn how to quickly mark a job paid from the mobile app on your Android.
From the Job screen, click "Pay" at the top of your screen.
On the checkout screen, you can adjust the amount if collecting a partial payment. You may also add in a payment note such as a check number or "paid in full."
Then click "Next"
Choose the payment type by tapping on the form of payment you are receiving.
If you choose credit card payment the screen will look like this (below).
You can manually enter the card number or scan them by clicking the camera, this only scans the card it does not take a picture (card number will not be stored in the system).
Next, you can collect a signature and tip (optional). Tip is only available when taking a credit card payment.
Once you confirm payment was taken, a receipt will be sent to the customer as well as the company's support email.
**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!
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.