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How to charge credit cards with Workiz Pay
How to charge credit cards with Workiz Pay

Read our guide on how to collect credit card payments after activating your Workiz Pay account.

Updated over a week ago

In this article, you will learn how to begin charging your clients with Workiz Pay after activating your account.

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 β€” and even ahead of time β€” by allowing you to request payments on your estimates and invoices.

Note: With Workiz Pay, you can accept payment from the following credit card networks:

  • Visa

  • Mastercard

  • American Express

  • Discover

In order to begin collecting online payments, you will first need to sign up for Workiz Pay. To learn more about activating your Workiz Pay account, please see this article.

Using Workiz Pay on desktop

The web application allows you to charge credit cards in several different ways.

Collecting a credit card payment on desktop

  1. Open the job, estimate, or invoice you want to add a payment to

  2. Follow the step that corresponds with what you opened in Step 1

    1. Job: Select the Payments tab

    2. Estimate or invoice: Scroll down to the Deposits (estimate) or Payments (invoice) section

  3. Follow the step that corresponds with what you opened in Step 1

    1. Job: Select Add payment and select Payment type > Credit charge

    2. Estimate or invoice: Select Payment type > Credit charge and select Add

  4. Complete the required fields and select Charge payment/card

Sending estimates and invoices on desktop

Once your Workiz Pay account has been activated, you will be able to send invoices and estimates that feature an option to pay using a credit card.

  1. Open the estimate or invoice you want to send

  2. Select Send

  3. Select Send Email or Send Text as desired

What your clients will see

Your customers will receive an email or text message that includes your message and a link to view the estimate or invoice in the Workiz customer portal. From the Workiz customer portal, they will see the option to pay using a credit card.

Note: In order to see a credit card payment option for estimates, you will first need to create a deposit request from the estimates page. For more information on how to request a deposit, please see this article.

Using Workiz Pay on the Workiz mobile app

Using Workiz Pay on the mobile app is a great way to charge clients while out in the field. You can charge your customers in numerous ways using the mobile app.

To learn more about collecting Workiz Pay payments on the mobile app, please see this article.

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