Payments

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

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66 articles in this collection
Written by Ian, Alyssa Moretti, Alexa Greenberg and 6 others

Common credit card scams and scenarios and how to protect your business

credit card processing

Written by Ian
Updated over a week ago

Payments Overview

My Money - Overview

How to read your deposit history, pending transactions, and manage your card readers in the My Money section of your account.

Written by Ian
Updated over a week ago

Housecall Pro Payment Processing Options

Credit card processing options, payout periods, and ACH transfer details and fees.

Written by Ian
Updated over a week ago

How do I setup payments?

Updating Business Name and Tax ID

Below you’ll find helpful information regarding your Business Name and Tax ID (or EIN) if the provided information doesn't match the IRS

Written by Charlie Hoffert
Updated over a week ago

Bank Account Setup - Manual Account Entry

Connecting your bank when not populating in Plaid

Written by Ben Bosnic
Updated over a week ago

How do I Change the Bank Account Setup for Payments?

Learn how to change the bank account you have connected to receive deposits from your payments.

Written by Taylor Morrison
Updated over a week ago

How Do I Set My Bank Account for Payouts?

How to connect your bank account to Housecall Pro, so credit card payments and bank transfers (ACH) can be sent to your bank account.

Written by Charlie Hoffert
Updated over a week ago

Payments on the Web Portal

Take Payment (Web Portal)

Learn how to take credit card, cash, or check payment on the web portal.

Written by Ian
Updated over a week ago

Change the Date on a Payment

Written by Ian
Updated over a week ago

Partial Payment on the Web Portal

How to take partial payments or break up payments for larger jobs

Written by Lillie Bennett
Updated over a week ago

How do I refund a credit card charge?

Refunding credit card charges.

Written by Steven Stiriti
Updated over a week ago

Delete a Payment

Delete accidental or incorrect payments in the web portal.

Written by Ian
Updated over a week ago

How do I download and/or print an invoice on the web portal?

Downloading and/or printing invoices using the web portal.

Written by Steven Stiriti
Updated over a week ago

View a Customer's Billing Invoice History

See all the invoices you have sent to a customer.

Written by Steven Stiriti
Updated over a week ago

Payments on the Mobile App

Taking Credit Cards on the Mobile App

Use Housecall Pro to take credit card payments from your customers on the spot.

Written by Ian
Updated over a week ago

Credit Card Tipping

When using the HCP credit card processor, you should enable credit card tipping so customers can thank you for the great service!

Written by Ian
Updated over a week ago

How does my customer pay through the consumer app?

The sign off has been sent, but the customer still needs to pay

Written by Alyssa Moretti
Updated over a week ago

Auto Invoicing

Setup Auto Invoicing

Send your customer their open/unpaid invoices automatically daily, weekly, monthly, or annually.

Written by Ian
Updated over a week ago

Cancel or Edit an Auto Invoice

Delete/remove, or adjust the settings for a customer's automatic billing cycle.

Written by Ian
Updated over a week ago

Online Payments

Paying an Invoice via Apple or Google Pay

How can your customers pay an invoice via Apple or Google Pay

Written by Ian
Updated over a week ago

Send Customers 'Pay by Text' Option

Give your customers the option to pay their invoice via text.

Written by Ian
Updated over a week ago

Manage Pay Online Options

Manage the option for your customers to pay online.

Written by Ian
Updated over a week ago

Instapay

InstaPay

What is InstaPay?

Written by Ian
Updated over a week ago

Setup Instapay

Learn how to setup Instapay and receive your money in just 30 minutes on web portal, iPhone, and Android.

Written by Taylor Morrison
Updated over a week ago

Instapay FAQ

Frequently asked questions about Instapay

Written by Ian
Updated over a week ago

How are refunds processed for Instapay payouts?

What happens when I refund a customer via Instapay -

Written by Angel
Updated over a week ago

Why did my Instapay Payout Fail?

Common reasons for a bank rejecting your instant payout

Written by Angel
Updated over a week ago

ACH

How to turn ACH on from your app

Written by Alexa Greenberg
Updated over a week ago

ACH Payments FAQ

What ACH is, how much it costs, and how to use it.

Written by Ian
Updated over a week ago

Card Readers

M2 Reader Setup and Use

Written by Charlie Hoffert
Updated over a week ago

Card Reader - Setup and Use

Follow these simple steps to setup and use your card reader in the field.

Written by Ian
Updated over a week ago

Card Reader - What do the lights mean?

Know what the different lights on your card reader mean.

Written by Ian
Updated over a week ago

Card Reader - How to Troubleshoot

If you've accidentally connected your card reader through your device's bluetooth settings, follow these instructions to resolve.

Written by Ian
Updated over a week ago

Card Reader FAQs

Frequently asked questions regarding the Housecall Pro card readers.

Written by Ian
Updated over a week ago

How do I run a credit card charge with the card reader?

Using your bluetooth reader to take payment in the field

Written by Angel
Updated over a week ago

Consumer Financing

Wisetack Consumer Lending Overview

Learn about our natively-integrated consumer financing option, with Wisetack.

Written by Taylor Morrison
Updated over a week ago

Wisetack Consumer Financing - Signing up

How to sign up for Wisetack's consumer financing.

Written by Ian
Updated over a week ago

Wisetack and Sales Proposal Integration

The easiest way to leverage Good / Better / Best selling

Written by Ian
Updated over a week ago

Wisetack consumer financing on mobile

Learn about the fully integrated Wisetack consumer lending on the mobile app

Written by Taylor Morrison
Updated over a week ago

How Do I Refund a Loan?

Refunding a loan is easy to accomplish if necessary.

Written by Charlie Hoffert
Updated over a week ago

Pre-qualification with Wisetack

How to use pre-qualification to learn what a homeowner may qualify for.

Written by Charlie Hoffert
Updated over a week ago

Send financing application to customers - mobile app

Written by Ian
Updated over a week ago

Send financing application to customers - web portal

Written by Ian
Updated over a week ago

Wisetack - how you get paid

Written by Ian
Updated over a week ago

Wisetack consumer financing - invoices & estimates

Written by Ian
Updated over a week ago

Wisetack consumer financing - mobile checkout

Written by Ian
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

Written by Ian
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

Written by Ian
Updated over a week ago

0% APR Loans with Wisetack

Enhance your consumer lending offerings with 0% APR for up to 24 months.

Written by Charlie Hoffert
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.

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.

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!

Written by Ian
Updated over a week ago

What types of credit cards does Housecall Pro accept?

Credit cards that can be processed within Housecall Pro

Written by Alyssa Moretti
Updated over a week ago

How safe is it to process payments?

Written by Ian
Updated over a week ago

Do I have to use Stripe to process credit cards?

Written by Ian
Updated over a week ago

Is my social security number necessary to accept payments?

Written by Ian
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.

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.

Written by Ian
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.

Written by Ian
Updated over a week ago

Card on File

Card on File: Updated Experience

Save a card on file to easily accept payment as soon as the job is complete

Written by Charlie Hoffert
Updated this week

Disputes

Best practices for evidence submission

Learn what to submit as evidence for disputes and access our template to make submitting evidence easy.

Written by Taylor Morrison
Updated over a week ago

Credit Card Disputes

Learn about the credit card dispute process and what's expected from that process.

Written by Ian
Updated over a week ago

Converting Images to PDF Format

Change a JPG or PNG file to PDF for dispute evidence submission.

Written by Angel
Updated over a week ago

Best practice for preventing disputes

Learn best practice for preventing disputes and fraud

Written by Taylor Morrison
Updated over a week ago

Prepare & Combine Dispute Evidence

Learn how to combine multiple PDF documents into one, single PDF document before submitting dispute evidence.

Written by Angel
Updated over a week ago

Compressing Large Files

Getting an error message that the file you are trying to upload is too big? Use these steps to compress the file.

Written by Angel
Updated over a week ago