This feature is only available to a select group of alpha testers
Bill Pay is a tool designed to help Pros pay their company’s bills within Housecall Pro. In this article, we'll give you a few tips on how to get started with this feature and how to pay your first bill!
Step 1. Fund your HCP Money account
✨This is the most important step✨ to ensure you have the money to pay your first bill.
There are 2 main ways to fund your account: transferring money from an external bank account into your account or setting up a minimum balance.
If you're not already an HCP Money user, learn how to sign up today. 👇
Step 2. Create a vendor to pay
Include the following details for this vendor:
Vendor phone number (optional)
Vendor email address (optional)
Account information (optional)
Vendor Banks Details (Required for bank transfers)
Click 'Next: Bill Details' and this vendor will be added to your vendor directory.
Step 3. Create a bill
To create a new bill you'll enter the following bill details:
Invoice number* (optional)
Job number* (optional)
PO number* (optional)
Bill due date*
Select bank transfer (ACH) or check payment
Memo (optional with check payments)
Submit a payment or schedule a payment? You're choice!
There is some flexibility when a bill is paid: you can save the bill as a draft, submit it for payment immediately, or schedule payment at a later date.
After you've entered the necessary bill details click 'Save as draft' or 'Next: Review'.
Step 4. Review and submit for payment
Before submitting the bill for payment, review the vendor and bill details for any errors. You can update any of the details by clicking the 'Edit' button next to each section.
If there are no changes you can click ‘Submit Payment’ or 'Schedule Payment'.
Congrats! You just paid your first bill with Bill Pay!
You'll receive text and email notifications that the bill has been submitted. You can also monitor the status of each bill from the 'Overview' page.
Bill statuses—what do they mean?
The bill has been submitted for payment and the check has been/will be created and mailed to the vendor.
The check has been received and cashed by the vendor.
A bill has been drafted but not submitted for payment.
The bill payment failed. Please reach out to HCP for assistance with this error.
This icon indicates the bill is overdue based on the due date.
How to cancel a bill payment
To submit a cancellation request, please use the blue chat bubble and provide the payment creation date, amount, and vendor information. You can submit a cancellation request for bill payments that have been submitted but not processed by your vendor.
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.