How to Take Partial Payments on the HCP Web Portal
When you're taking a payment in Housecall Pro, the full amount does not need to be accepted at one time. You can change the amount that you're collecting on the payment screen.
To take a partial payment on the HCP web portal:
Navigate to the Job Details page associated with the invoice you need to collect payment for.
Click the 'Pay' button in the action bar at the top of the page.
To take a partial payment, click on the 'Amount' field and adjust the payment amount. (The total amount due will be populated automatically).
Please Note: You can only accept an amount at or below the cost on the invoice.
To send your customer a receipt of their payment, confirm their email address in the 'Email receipt' field and ensure that the 'Notify customer' box is checked.
Uncheck the 'Notify customer' box if you don't want to send a receipt to your customer.
Select the 'Credit' payment method when taking a card payment with Housecall Pro's payment processor.
🛠️ Pro Tip: If your customer has a card on file in your Housecall Pro account, this card will be selected automatically. The 'Notify customer' option is required in this case and cannot be de-selected.
You can update or remove your customer's card on file from the Payment window. If your customer would like to use a different card, select
the 'Other credit card' option.
Confirm the name on the card, billing address, and postal code associated with the card. (These fields are automatically populated with your customer's information on their Customer Profile).
Input the card number, expiration date, and CVC.
Click 'Charge Card' in the bottom right corner of the Payment window to process the payment.
If you are using a different payment processor (not through HCP), choose 'Other' as the payment method.
You can then click the 'Other credit card processor' option and select your credit card processor from the list that appears.
Enter any payment notes (optional), then click 'Pay - Other' in the bottom right corner of the Payment window to process the payment.
If your customer is paying with cash or check, select those options, then click 'Paid - Cash' or 'Paid - Check' and you'll be good to go!
🛠️ Pro Tip: When taking check payments, the 'Payment note' section is a good place to input the check number.
After processing the payment, a receipt will be emailed to your company's support email address and to your customer if the 'Notify customer' option was selected.
If you have the Text Messaging feature on your account (and your customer has a phone number in the mobile field of their Customer Profile), your customer will also receive their receipt via SMS.
Please Note: You must first register and be approved for your Custom SMS number to send receipts to your customers via text.
📖 Help Center Article:
To learn more about registering your business for your free Custom SMS number, check out our Help Article, "Custom SMS Number" in the HCP Help Center.
Check out these simple tips on collecting from your customers!
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.