Learn more about connecting your bank account for payment processing
Default Payment Options for All Invoices
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.
📌 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.
Enable Default Payment Options (Web)
Go to Settings ⚙️ > Invoices > Configuration
In the Payment options section, toggle the following options on or off:
Accept credit card
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 it on future jobs.
Disable this option if you do not want customers to save their card on file.
Accept ACH
Accept Klarna (Buy Now, Pay Later)
Once enabled, your payment options will be available on all future invoices sent to your customers.
Learn more about processing rates and timeframes here
Payment Options for Individual 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!
📌 Note: At this time, adjusting payment options for individual invoices will not apply to future invoices sent to those customers.
Enable Payment Options for Specific Invoices (Web)
Open a job
Click Invoice at the top of the page
Expand the Payment options drop-down and enable or disable:
Accept credit card
Customer can save card on file
Accept ACH
Accept Klarna (Buy Now, Pay Later)
Enable Payment Options for Specific Invoices (Mobile)
To adjust the payment options for a specific invoice from the HCP Mobile App:
Open a job
Tap Invoice at the top of your screen
On the invoice preview, tap the dollar sign (💲) icon in the top right corner of your screen. This will bring you to your Settings page for that specific invoice.
From here, you can toggle the payment options on or off
Tap Done in the top right corner of your screen once your payment options have been selected.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.