Navigating the My Money Page
The My Money page is where all future payments taken through Housecall Pro will appear, along with other financial solutions for your business.
In order to access many of these features, you must first connect an external bank account to receive payouts.
📖 Help Center Article:
To learn how to connect your bank account to receive payouts, check out our Help Article, "How Do I Set My Bank Account for Payouts?"
in the HCP Help Center.
If you don't already use our credit card processor and are interested in learning more before connecting your bank account, please fill out our Payments Interest Form, and a Payments Specialist will reach out at your earliest convenience.
Payouts
The Payouts screen is the first page you'll see after clicking 'My Money' from the Housecall Pro navigation bar at the top of your account. This screen provides insight into your credit card transactions taken through Housecall Pro.
Payouts Section
The "Payouts" section of the Payouts screen provides an overview of all payouts to be deposited for the day and the total of all current pending transactions.
Total depositing today
The amount that will be deposited into your account by the end of the day.
This can take until 12:00 AM.
Pending transactions
The total amount that our processor is preparing to send to your bank.
Pending Transactions Section
The "Pending transactions" section of the Payouts screen shows the funds for the payouts that are being processed by our credit card processor, Stripe.
All of your pending transactions are listed here and include the following information for each transaction:
Charge date (the date that the payment was taken).
Payment method
Job number
Customer
Payment amount (the total amount paid by your customer).
My Payouts Section
The "My Payouts" section of the Payouts screen contains all Standard, Instant, and (if applicable) Mobile Check Deposit payout information, including the deposit date, total payout amount, and payment status.
Payment Statuses:
In Transit - the funds have been processed and are en route from our processor to your bank.
Paid - the funds have been deposited into your bank account.
Failed - the funds could not be processed or deposited into your bank account.
Please Note: The Payment Status for Standard Payouts will show as "In_Transit" one business day before they are deposited.
Toggle between 'Standard payouts,' 'Instant payouts,' and 'Check deposit'* to view the transactions associated with each payout method.
*Please Note: The 'Check deposit' option will only appear on your account if you have enrolled in HCP Money.
Click on each deposit transaction to expand the payout details further.
This will provide a breakdown of the following information for each payment included in that deposit:
Charge date
Payment method
Gross (total) payment amount
Fees associated with the payment
Payout total (after fees)
Job number
Customer name
To view your payout history, click the 'See All' button. You can also click on each transaction in your to expand the payout details here.
Click on the left and right arrows in the bottom right corner of the page to navigate through your payout history.
Housecall Pro Support
If a payment has failed, please reach out to our Chat Support team via the Blue Chat Bubble in your Housecall Pro account so we can assist further.
Other My Money Page Features
Card Readers
Card readers are a great solution for taking payments in the field, allowing you to swipe, tap, or insert your customers' cards. They also give your customers the option to pay with digital wallets like Apple Pay!
Card Readers can be purchased through Housecall Pro by clicking on the 'Card reader' tab of the My Money page.
📚 Help Center Articles:
For more information about how to order, set up, and use Card Readers through Housecall Pro, check out our Card Readers Help Article Collection in the HCP Help Center.
Consumer Financing
Consumer financing provides more flexibility and opportunities for you and your customers by allowing you to offer customers multiple payment options, with interest rates as low as 0% APR for up to 24 months!
If you haven't signed up for Wisetack Consumer Financing through Housecall Pro yet, you can do so by navigating to the My Money page and selecting 'Consumer financing' from the menu on the left.
📚 Help Center Articles:
For more information about Wisetack Consumer Financing with Housecall Pro, check out our Consumer Financing Article Collection in the HCP Help Center.
Business Financing
Housecall Pro offers Business Financing via Fundbox so you can easily access funding options for your business directly through your Housecall Pro account.
You can apply for business financing on the My Money page by selecting 'Line of Credit' from the menu on the left, under the "Business Financing" section. Once you're there, click the blue 'Apply Now' button to get started!
📖 Help Center Article:
To learn more about Business Financing, check out our Help Article,
"Business Funding (via Fundbox) FAQs" in the HCP Help Center.
HCP Money
HCP Money is a suite of solutions and your destination for all things money. It offers simple, practical tools to help you and your team get even more done in the office and the field.
Pros using HCP Money have access to:
Expense Cards
Bill Pay
Mobile Check Deposit
If you haven't enrolled in HCP Money yet, you can do so on the My Money page by selecting 'Overview' from the menu on the left, under the "HCP Money" section. Then, click the 'Get Started' button.
📚 Help Center Articles:
To learn more, check out our HCP Money Article Collection in the
HCP Help Center.
Payroll & Benefits
Housecall Pro offers Payroll so you can pay your W-2 and 1099 employees, offer employee benefits, and manage your business all within your Housecall Pro account, eliminating the need to switch from one application to another.
If you haven't signed up for Payroll through Housecall Pro yet, you can select 'Overview' from the menu on the left of the My Money page to learn more about the features and choose your Payroll plan!
📚 Help Center Articles:
For more information about Payroll & Benefits through Housecall Pro, check out our Payroll Article Collection in the HCP Help Center.
Check out these simple tips on collecting payments from your customers!
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.