How to View Your Credit Card Transactions
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 have access to many of these features, you must 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.
For more information about Payments in Housecall Pro, fill out our Payments Interest Form, and a Payments Specialist will reach out to you
at your earliest convenience.
Payouts Screen
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.
Note: 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 houses all Standard and Instant 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: If a payment has failed, please reach out to our Chat Support team via the Blue Chat Bubble in your Housecall Pro account.
Click on the 'Standard payouts' and 'Instant payouts' toggle to view the transactions associated with each payout method.
Click on each transaction to expand the payout details further. This will provide a breakdown that includes the following information:
Charge date
Payment method
Gross (total) payment amount
Fees associated with the payment
Payout total (after fees)
Job number
Customer name
To view your full payout history, click on the 'See All' button. You can also click on each transaction to expand the payout details here.
Learn how Instapay can typically have your credit card payment in hand
in less than 30 minutes!
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.