Good news!
We’re made setting up Stripe payments in Workiz even easier - with one-click set up.
Now, there’s no need to drag your developer into things and go through the hassle of using an API key. We’ve made the process fast, seamless and intuitive. Of course, you can either connect your existing Stripe account or create a Stripe account during setup.

Setting up Stripe payments in Workiz, when you don’t have a Stripe account:

1. Log in to Workiz.
2. From the top-hand navigation bar, click the Settings cogwheel.
3. From the drop-down, select Settings.
The Settings page opens.
4. Under the Integrations section, select Payment Gateways.

5. The Payments screen opens.
Click the Stripe tab.
6. Turn the Enable This Gateway? Toggle to YES.
7. Click Connect Workiz And Stripe.

8. Fill out the page with your requested business details, to activate your Stripe account.

9. Click Authorize Access to this account, to complete Stripe activation.

Setting up Stripe payments in Workiz, when you have an existing Stripe account:

1. Log in to Workiz.
2. From the top-hand navigation bar, click the Settings cogwheel.
3. From the drop-down, select Settings.
The Settings page opens.
4. Under the Integrations section, select Payment Gateways.

5.The Payments screen opens.
Click the Stripe tab.
6. Turn the Enable This Gateway? Toggle to YES.
7. Click Connect Workiz And Stripe.

8. When the connect Stripe page opens, click the Sign in button, at the top right of the page.

9. Click Connect my Stripe Account to connect your existing account with Workiz.

Accepting Payments with Stripe in Workiz:

After setting up Stripe payments in your Workiz account, you are able to accept payments using Stripe.

1.Login to your Workiz account.
2. From the side-navigation bar, click Jobs.
3. From the dashboard, select the relevant job.

4. From the job details screen, select the Finance tab.
5. Under the Payments section, select Credit charge option from the dropdown.
6. Click Add Payment.

7. The Charge Credit Card screen opens.
Enter your customer’s requested credit card details.
8. Click Charge Card to charge the customer, using Stripe.

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