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 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:

  1. Connecting your bank account

  2. 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

  1. From the navigation bar, select Settings > Settings

  2. Under Integrations, select Online Payments

  3. 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.


  4. Under Choose your business type, choose I'm a Company or I'm an Individual and proceed to the corresponding section below

    1. Company: A business entity that sells goods or service

    2. Individual: Individuals who sell goods or services but do not have a company in their name

Verifying your identity: Company

  1. After choosing I'm a Company, complete the Business information fields:

    1. Business name: Enter your business name as it appears on your tax documents

    2. Business address: Enter your business address

    3. City: Enter the city of your business address

    4. State: Enter the state of your business address

    5. Zip code: Enter the zip code of your business address

    6. Business phone: Enter your business phone number

    7. 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).


    8. Business website: Enter your business website


      Note: This can also be your social media page (e.g., Facebook, Yelp, etc.).


  2. Complete the Owner information fields:

    1. First name: Enter your first name as it appears on your government-issued ID

    2. Last name: Enter your last name as it appears on your government-issued ID

    3. Date of birth: Enter your date of birth

    4. Last 4 digits of SSN: Enter the last four digits of your social security number

    5. Home address: Enter your home address

    6. State: Choose the state of your home address

    7. Zip code: Enter the zip code of your home address

    8. Email: Enter your business email address

    9. Phone: Enter your business phone number

  3. Select Verify identity

Verify your identity: Individual

  1. After choosing I'm an Individual, complete the Owner information fields:

    1. First name: Enter your first name as it appears on your government-issued ID

    2. Last name: Enter your last name as it appears on your government-issued ID

    3. Date of birth: Enter your date of birth

    4. Last 4 digits of SSN: Enter the last four digits of your social security number

    5. Home address: Enter your home address

    6. State: Choose the state of your home address

    7. Zip code: Enter the zip code of your home address

    8. Email: Enter your business email address

    9. Phone: Enter your business phone number

  2. 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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