Manage Your Online Payment Options
If you just set your bank account up with Housecall Pro for payments, or if you need to update the payment options you currently offer on your invoices, then this article is for you! With your online payment options enabled, your customers will have the option to quickly and conveniently pay their balance online through email or text.
You can easily enable or disable your default payment and tipping options from the HCP Web Portal, and if you need to adjust the payment options for specific invoices, you can easily do so from both the HCP Web Portal and the HCP Mobile App. Review this article to learn how!
📖 Help Center Article:
For a step-by-step guide on connecting your bank account for payment processing, check out our Help Article, "How Do I Set My Bank Account for Payouts?" in the HCP Help Center.
Setting Up Default Payment Options
Setting up your default payment options ensures that the payment options you'd like to offer to your customers are enabled on every future invoice so they can make payments on their invoices online through email or text.
Follow the steps in the following sections to learn how to set up your default payment and tipping options.
Please Note: Default payment & tipping options will only be available on invoices sent after the options are set up. Because the system does not work retroactively, settings will not apply to any invoices sent before enabling or disabling.
How to Set Up Default Payment Options (HCP Web Portal)
To set up your default payment options for all future invoices:
Click on the gear icon in the top right corner of your Housecall Pro account to navigate to the Settings page.
Scroll down on the Settings menu on the left side of your screen and click on the 'Invoices' drop-down, then select 'Payment options.'
From here, you can enable or disable the following default Payment options:
Accept credit card payment
When this setting is enabled, customers have the option to pay online with their credit card.
Accept ACH
When this setting is enabled, customers have the option to pay online from their bank account.
Customer can save card on file
After the customer clicks the Pay button on their invoice, their card will be charged and saved so you can charge this card on future jobs.
Leave this option unchecked if you do not want customers to have the option to save their card on file.
Check the box next to each option you would like to enable or disable, and you're all set! Your payment options will be available on all future invoices sent to your customers.
📖 Help Center Articles:
For more information about processing rates & timeframes, or about saving customers' cards on file, check out our Help Articles, "Housecall Pro Payment Processing Options" and "Card on File: Updated Experience"
in the HCP Help Center.
Adjusting Payment Options on Invoices
Adjusting payment options on individual invoices is a breeze! You can easily do so when sending an invoice from the HCP Web Portal or the HCP Mobile App. Follow the steps in the following sections to learn more!
Please Note: At this time, adjusting payment options for individual invoices
will not apply to future invoices sent to those customers.
How to Adjust Payment Options for Specific Invoices (HCP Web Portal)
To adjust the payment options for a specific invoice from the HCP Web Portal:
Click on 'Customers' in the HCP navigation bar at the top of your screen and select 'Jobs' from the menu on the left.
Next, select a job to navigate to the Job Details page.
Click on the 'Send Invoice' icon at the top of the page.
From here, you'll be able to enable or disable the following payment options for that specific invoice:
Accept ACH
Accept credit card
Customer can save card on file
How to Adjust Payment Options for Specific Invoices (HCP Mobile App)
To adjust the payment options for a specific invoice from the HCP Mobile App:
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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.