Cancel & Replace a Lost or Stolen Expense Card
If your Expense Card is lost or stolen, it’s important to take immediate action to protect your account and prevent unauthorized transactions.
In this guide, we'll walk you through the simple steps to cancel your lost or stolen expense card and request a replacement. Follow the steps in this Help Article to quickly resolve the issue and get a new card issued so you can continue managing your expenses without disruption.
Please Note: You must first cancel an employee’s previous card in order to replace it with a new one.
How to Cancel an Expense Card
Select 'My Money' from the navigation bar at the top of your Housecall Pro account.
Select 'Expense Cards' from the menu on the left, under HCP Money.
Click on the three dots icon to the right of the employee whose card you need to replace.
Select 'Cancel card' from the drop-down.
Click the 'Cancel This Card' button in the "Cancel card" confirmation window.
How to Replace an Expense Card
Please Note: You must first cancel an employee’s previous card in order to replace it with a new one.
To replace an Expense Card:
Click on the 'My Money' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Expense Cards' from the menu on the left, under HCP Money.
Click the 'Add Card' button in the top right corner of the page.
Select the 'Physical Card' option.
Use the 'Cardholder' drop-down to select the employee whose card you need to replace.
You can use the 'Spending limit' drop-down and 'Amount' field to set a spending limit for the Expense Card (optional).
Please Note: If you don’t see the employee you would like to send a card to, please make sure this employee is already added to your Housecall Pro account. Expense Cards are only available for employees within your company.
The 'Send to business address' checkbox will be selected automatically.
If you would like to send the Expense Card to a different address, uncheck the box, and enter another shipping address.
Click the 'Add Card' button to confirm, and your card(s) will be shipped to the address provided - usually within 5-7 business days.
🛠️ Pro Tip: Depending on where you had your card(s) shipped, let your employee know that they will receive a card, and to reach out to you for activation.
Housecall Pro Expense Card is a Visa Commercial Credit Card issued by Celtic Bank, and subject to approval. Money transmission services provided by Stripe Payments Company with funds held by Evolve Bank & Trust, member FDIC.
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.