Payments

How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.

Alyssa Moretti avatar Sean Devlin avatar Alexa Greenberg avatar +8
68 articles in this collection
Written by Alyssa Moretti, Sean Devlin, Alexa Greenberg and 8 others
Consumer Financing

Wisetack Consumer Lending Overview

Learn about our natively-integrated consumer financing option, with Wisetack.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Wisetack Consumer Financing - Signing up

How to sign up for Wisetack's consumer financing.
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Written by Mary Nagel
Updated over a week ago

Wisetack consumer financing on mobile

Learn about the fully integrated Wisetack consumer lending on the mobile app
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Send financing application to customers - mobile app

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Written by Mary Nagel
Updated over a week ago

Affirm Consumer Financing - how to sign up

How to sign up for Affirm
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Written by Mary Nagel
Updated over a week ago

Send financing application to customers - web portal

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Written by Mary Nagel
Updated over a week ago

Affirm - how you get paid

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Written by Mary Nagel
Updated over a week ago

Pre-qualification with Wisetack

How to use pre-qualification to learn what a homeowner may qualify for.
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Written by Charlie Hoffert
Updated over a week ago

Affirm consumer financing - mobile checkout

Affirm, Consumer Financing
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Written by Mary Nagel
Updated over a week ago

Affirm consumer financing - invoices

Affirm, consumer financing
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Written by Mary Nagel
Updated over a week ago

Wisetack - how you get paid

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Written by Mary Nagel
Updated over a week ago

Wisetack consumer financing - invoices & estimates

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Written by Mary Nagel
Updated over a week ago

Wisetack consumer financing - mobile checkout

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Written by Mary Nagel
Updated over a week ago

Wisetack Consumer Financing - Disable

How to remove the ability for your customers to finance jobs via Wisetack from your account
Sean Devlin avatar
Written by Sean Devlin
Updated over a week ago

Consumer Lending - How to hide from commercial customers

How to only display lending as an option for non-commercial customers
Sean Devlin avatar
Written by Sean Devlin
Updated over a week ago
Payouts and Credit Card Processing FAQ

What is Plaid?

Learn about our partnership with Plaid to ensure a secure connection with your bank for payments.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How Does my Customer Update Their Card on File?

Learn how your customer can update their card on file for their recurring service plans or maintenance agreements.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Finding Account and Routing Numbers

Know where your account and routing numbers can be found to get Instapay setup!
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Written by Mary Nagel
Updated over a week ago

What types of credit cards does Housecall Pro accept?

Credit cards that can be processed within Housecall Pro
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How safe is it to process payments?

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Written by Mary Nagel
Updated over a week ago

Do I have to use Stripe to process credit cards?

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Written by Mary Nagel
Updated over a week ago

Is my social security number necessary to accept payments?

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Written by Mary Nagel
Updated over a week ago

Where can I view my credit card transactions?

Get an itemized list of all of your credit card transactions and processing fees in your My Money section.
Steven Stiriti avatar
Written by Steven Stiriti
Updated over a week ago

Create a Report - Credit Card Processing Fees

Create a report to view and export your credit card processing fees.
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Written by Mary Nagel
Updated over a week ago

Credit Card on File

Give customers the option to save a credit card on file, which you are then able to take payment from.
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Written by Mary Nagel
Updated over a week ago