Payments

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

Jil Overstreet avatar Katherine Scott avatar Alyssa Moretti avatar +8
57 articles in this collection
Written by Jil Overstreet, Katherine Scott, Alyssa Moretti and 8 others
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

Bank Account Setup for Payouts

How to connect your bank account and verify identity when using our credit card processor on web portal, and mobile app (iPhone & Android)
Abbey W. avatar
Written by Abbey W.
Updated over a week ago

Finding Account and Routing Numbers

Know where your account and routing numbers can be found to get Instapay setup!
Abbey W. avatar
Written by Abbey W.
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?

Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Do I have to use Stripe to process credit cards?

Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Is my social security number necessary to accept payments?

Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Create a Report - Credit Card Processing Fees

Create a report to view and export your credit card processing fees.
Abbey W. avatar
Written by Abbey W.
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

Credit Card on File

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