Homebuyers and REPS will mainly pay for their inspections by logging into their HomeGauge account and following the prompts to pay the invoice. If you need to take the payment in person or over the phone, follow the instructions listed here.
Taking a Credit Card Payment
You can accept credit card payments by having HG Payments set up. To learn how to set up HG Payments, visit this article Guide to HomeGauge Payments
If HG Payments are set up, customers and real estate professionals (REPs) can view invoices and make payments via their dashboards. The payment will be automatically recorded on your dashboard, and if the "Require Payment to View Documents" option is enabled, it will release the report for viewing.
You can manually record an offline payment if your Customer or REP would like to pay at the inspection or over the phone.
Ensure that an invoice exists before recording an offline payment by following invoice creation steps outlined earlier.
View the invoice using the steps mentioned earlier
Once viewing the invoice, click Add Payment. Then select whether you would like to process an online payment using the customer's credit card or mark the invoice as paid with an offline payment.
Enter the fields for Card Billing Information. All fields are required; however, you can save time by clicking Fill from Contacts and selecting the contact you to enter information for. The address needs to match the billing address for the card.
Enter the Credit Card Payment fields. All of these fields are required.
Click Make a Secure Payment to record the payment
Taking an Offline Payment (Mark the Invoice as Paid)
In situations where the payment was taken outside of HomeGauge, you can manually record the payment. Here's how:
View the invoice using the steps mentioned earlier
Once viewing the invoice, click Add Payment. Then select whether you would like to process an online payment using the customer's credit card or mark the invoice as paid with an offline payment.
Under Record Payment, you can manually take payment for services. Choose a payment type from the drop-down menu, then write a quick payment description under the payment note.
If you would like the information of the payer to display on the receipt, fill in the optional Payer Information fields. To save time, you can Fill from contacts.
Click Record Payment. This will take you back to the Payment Information Page, and the invoice will now show a green check mark and green text showing the amount paid.
FAQs
What if I mark an invoice as paid by mistake?
To correct this, you would need to refund the offline payment the same way that you would return an online payment from your dashboard. For instructions, visit Inspector Dashboard: Refunding Online Payments.