Streamline Your Bill Payments with Bill Pay
Bill Pay, powered by HCP Money, is a powerful solution designed to help field service companies streamline bill payments by allowing you to pay your company's bills directly within Housecall Pro.
Say goodbye to manual check writing, addressing envelopes, and post office visits. With Bill Pay, you can focus on growing your business while Housecall Pro takes care of the rest! Start using Bill Pay today to organize your invoices, pay your vendors, and gain more insight and control over your cash flow.
Please Note:
HCP Money is a free financial account that is used to pay bills via Bill Pay and provides funding to Expense Cards. Before you can pay bills using Bill Pay, you must enroll in HCP Money and fund your HCP Money account.
📖 Help Center Article:
To learn more about HCP Money, check out our Help Article,
"HCP Money: Signing Up & FAQs" in the HCP Help Center.
Key Features & Capabilities
Pay any vendor with a check or bank transfer (ACH).
Seamless Quickbooks Online integration.
Collect and organize your invoices and bills within the HCP platform.
Eliminate manual check writing, addressing envelopes, and trips to the post office.
Upload copies of your receipts and invoices to the associated bill.
Keep track of past and upcoming invoices from your vendors.
View the total invoice payments and amounts due for specific vendors.
Receive in-app reminders for upcoming due invoices.
Track and monitor the status of your invoice payments at a glance.
Save a draft of a bill and come back to it at a later date.
Interested in a quick self-guided tour of Bill Pay?
Click the button below!👇
Navigating the Bill Pay Overview Page
The Bill Pay overview page provides an at-a-glance view of the most recent bills created or paid along with your HCP Money account balance and more. From here, you can review drafted, submitted, and paid bills at your convenience.
Bill Status Breakdown
Status | Description |
'Submitted' | The bill has been submitted for payment. For check payments, this means a check has been/will be created and mailed to the vendor. |
'Paid' | The payment has been received by the vendor. |
'Draft' | A bill has been drafted but not submitted for payment. |
'Failed' | The bill payment failed. Please reach out to HCP for assistance with this error. |
 | The red calendar icon will appear on bill payments under the "Due" column to indicate that a bill is overdue based on the due date. |
How to Filter or Search for Bills
If you're looking for more specific information about your bill, you can search for bills paid to individual vendors, or filter bills based on the date created, the due date, or the status.
To filter or search for bills in Housecall Pro:
Select 'My money' from the navigation bar at the top of your Housecall Pro account.
Next, select 'Bill Pay' from the menu on the left. This will direct you to the Bill Pay overview page.
To search for a specific bill, enter your vendor's name in the 'Search for vendors' search bar.
To filter bills, use the following drop-downs:
'Created'
'Due date'
'Statues
How to Review Bill Details
To review the details of a bill:
Select 'My money' from the navigation bar at the top of your Housecall Pro account.
Next, select 'Bill Pay' from the menu on the left. This will direct you to the Bill Pay overview page.
Click on a specific bill, and the bill details will appear on the right side of your screen.
To review all information for that bill, click the 'View Bill' button in the bill details box. You'll then be directed to the Bill details page.
From the Bill details page, you can review all information associated with your bill, including the bill status, due date, any attachments, previous payment attempts, and more.
🛠️ Pro Tip: If the bill status is 'Draft' or 'Failed' you can re-attempt the payment by clicking the 'Pay' or 'Retry Payment' button. You can also add attachments even if you've already paid the bill.
How to Export Bills
To export your bills from Housecall Pro:
Select 'My money' from the navigation bar at the top of your Housecall Pro account.
Next, select 'Bill Pay' from the menu on the left. This will direct you to the Bill Pay overview page.
Click the 'Export' button on the right, across from the vendor search bar.
How to Cancel a Bill Payment
You can submit a cancellation request for bill payments submitted through Housecall Pro if they have not yet been processed by your vendor.
To submit a cancellation request, please reach out to our Chat Support team via the Blue Chat Bubble in your Housecall pro account and provide the following information:
Payment creation date
Payment amount
Vendor information
Once the request has been confirmed and processed, please allow 10 business days for the bill payment to be canceled and the money returned to your account.
Please Note:
Checks are automatically voided after 90 days. The funds from voided checks will be moved back to your HCP Money account after 10 business days.
Bill Pay FAQs
How much does Bill Pay cost?
Bill Pay is a free feature within Housecall Pro. An HCP Money account is required to use this feature. HCP Money is included in Housecall Pro Essentials and Max subscription at no additional cost. We don’t charge sign-up fees, monthly fees, or overdraft fees. Review the eligibility requirements for more details for HCP Money.
What payment options do I have with Bill Pay?
You can submit payment to a vendor with a bank transfer (ACH) or by mailed check. A third option is available that allows the vendor to decide between a bank transfer or a mailed check. By selecting this option Housecall Pro will contact the vendor via email to confirm.
Do I have to manually upload my invoice details every time?
Nope! Within Bill Pay, you will have the option to upload the invoice with auto-fill and let Housecall Pro automatically fill in the details. Housecall Pro’s platform will automatically pull the information from the invoice to the necessary fields. When creating a new Bill, simply navigate to Bill Pay, choose a vendor to pay and the system will prompt you to upload the invoice. Once the correct file is uploaded, the platform will do the rest. If you still want to manually upload your invoice, you will still have the option to do so.
How long will it take for a vendor to receive my payment?
On average, payment should reach the vendor within 7-10 business days with a mailed check or 2-4 business days with a bank transfer.
Will the funds leave my HCP Money account immediately after I submit a payment?
Yes. Your HCP Money account was debited based on the payment you submitted. (Specifically with checks) the funds will be held until the vendor has cashed the check or it is voided.
Are there any fees associated with this?
There are no fees when you use Bill Pay.
Is there a Quickbooks integration?
Yes! Bill Pay integrates with QuickBooks Online.
📖 Help Center Article:
To learn more about how the QuickBooks Online integration works with Bill Pay, check out our Help Article, "Bill Pay: QuickBooks Online Integration"
in the HCP Help Center.
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.