In this article, you will learn how to link your bank account to your Workiz account to enable Workiz Pay.
Workiz Pay is Workiz’s solution that allows you to collect online payments while out on the field. To learn more about Workiz Pay, please see this article.
Before you can begin collecting online payments using Workiz Pay, you’ll need to set up your Workiz Pay account first.
Setting up your Workiz Pay account involves two simple steps:
Connecting your bank account
Verifying your identity
Here, we will focus on how to connect your bank account. Connecting your bank account will ensure that all of the payments you receive through Workiz Pay will be deposited into your business bank account.
Connecting your bank account
From the sidebar navigation, select Workiz Pay
Next to Connect your bank account, select Connect
Complete the Bank information fields:
Routing number: Enter the routing number associated with your business bank account
Tip: This number can be found on the bottom-left side of your business checks. You can also find this number in the account settings of your bank account online.
Account number: Enter the account number associated with your business bank account
Tip: This number can be found to the right of the routing number on your business checks. You can also find this number in the account settings of your bank account online.
Retype account number: Re-enter the account number associated with your business bank account.
Select Connect bank
Once you’re done connecting your bank account, you’ll need to verify your identity. For more information on how to verify your identity for Workiz Pay, please see this article.
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