In this article, you will learn how to verify your identity for 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 verify your identity.
To learn more about connecting your bank account to Workiz Pay, please see this article.
Verifying your identity
From the sidebar navigation, select Workiz Pay
Next to Verify your identity, select Verify
Note: If you are just starting this process, you will need to connect your bank account before verifying your identity. To learn more about connecting your bank account, please see this article.
Under Choose your business type, choose I'm a Company or I'm an Individual and proceed to the corresponding section below
Company: A business entity that sells goods or service
Individual: Individuals who sell goods or services but do not have a company in their name
Verifying your identity: Company
After choosing I'm a Company, complete the Business information fields:
Business name: Enter your business name as it appears on your tax documents
Business address: Enter your business address
City: Enter the city of your business address
State: Enter the state of your business address
Zip code: Enter the zip code of your business address
Business phone: Enter your business phone number
EIN: Enter your business’s Employer Identification Number (EIN)
Note: This is also known as a Tax ID. In Canada, this is known as the Business Number (BN).
Business website: Enter your business website
Note: This can also be your social media page (e.g., Facebook, Yelp, etc.).
Complete the Owner information fields:
First name: Enter your first name as it appears on your government-issued ID
Last name: Enter your last name as it appears on your government-issued ID
Date of birth: Enter your date of birth
Last 4 digits of SSN: Enter the last four digits of your social security number
Home address: Enter your home address
State: Choose the state of your home address
Zip code: Enter the zip code of your home address
Email: Enter your business email address
Phone: Enter your business phone number
Select Verify identity
Verify your identity: Individual
After choosing I'm an Individual, complete the Owner information fields:
First name: Enter your first name as it appears on your government-issued ID
Last name: Enter your last name as it appears on your government-issued ID
Date of birth: Enter your date of birth
Last 4 digits of SSN: Enter the last four digits of your social security number
Home address: Enter your home address
State: Choose the state of your home address
Zip code: Enter the zip code of your home address
Email: Enter your business email address
Phone: Enter your business phone number
Select Verify identity
It may take a few business days for your Workiz Pay application to be reviewed and approved. We will send you an email once your application has been reviewed.
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