In this article, you will learn about how to activate Workiz Pay to begin accepting online payments while on the go.
What is Workiz Pay?
Workiz Pay is a fast, simple, and secure online payment solution that enables you to collect credit card payments from your customers while on the job. Workiz Pay also makes sure you get paid on time — and even ahead of time — by allowing you to request payments on your estimates and invoices.
We use Stripe technology to support Workiz Pay. Stripe is a reputable software company that gives businesses the tools to create online payment platforms. Companies using Stripe include Amazon, Google, and Microsoft, among many others.
Credit cards accepted on Workiz Pay
Workiz Pay will allow you to accept payments from the following credit card networks:
Visa
Mastercard
American Express
Discover
Enabling Workiz Pay
From the navigation bar, select the Marketplace
Under Add-Ons, find Workiz Pay and select Learn more
Select Connect to connect your bank account
Note: For more information on connecting your bank account for Workiz Pay, please see this article.
Select Verify to verify your identity
Note: For more information on verifying your identity for Workiz Pay, please see this article.
It may take a few days for your Workiz Pay application to be processed. Existing customers using Workiz Pay via WePay will still be able to process payments in the meantime.
Workiz will send you an email once your application has been processed. If approved, you’ll then be ready to start collecting online payments.
If approved, you will be given access to the Workiz Pay dashboard, where you can view your online payments, payouts, and disputes, as well as make changes to your statement descriptor.
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