IMPORTANT: We recently made the switch to a new version of Workiz Pay that now uses Stripe technology. Support for the old Workiz Pay via WePay will end over the next couple of months. Existing customers using Workiz Pay via WePay will need to migrate their accounts to the new Workiz Pay.
The new Workiz Pay is faster, offers improved customer support, gives you enhanced control over your online payments, and enables us to offer modern payment capabilities.
Getting set up with the new Workiz Pay is quick and easy. Existing customers will still be able to collect payments using Workiz Pay via WePay until their account is fully migrated.
Ready to make the switch? Click here.
In this article, you will learn how to ask your clients to add their credit cards on file for future payments for estimates and invoices.
Allowing your clients to save their credit card information is a great way to streamline and simplify the checkout process for your clients when they are paying for estimate deposits or invoices online from the Workiz client portal.
Note: In order to save a credit card on file, you will first need to enable online payments by signing up for Workiz Pay. To learn more about enabling online payments using Workiz Pay, please see this article.
Adding a credit card on file
When you send your clients an estimate or invoice using the Workiz client portal, they will be presented with the option to save their card for future payments.
Tip: To learn more about sending an estimate or invoice using the client portal, please see the following articles:
With Workiz Pay, the option to save a credit card on file is automatically available at the checkout window in the client portal. The decision to save the payment information is entirely up to your customer.
When your client chooses to save their card for future payments, your business will not have access to the payment details. The payment details will simply be stored as a payment option whenever that client is submitting a payment for future estimate deposits or invoices.
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