Move to the new Workiz Pay!

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 begin ending on Nov. 30, 2022. Existing customers using Workiz Pay via WePay will need to migrate their accounts to the new Workiz Pay before that date.

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.



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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 — and even ahead of time — 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 activate your Workiz Pay account. To learn more about activating your Workiz Pay account, 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.

Adding a payment on mobile

  1. From the Workiz mobile app, select the job you want to charge using Workiz Pay

  2. Select Pay > Charge

  3. Enter the credit card information and select Submit


    Tip: With Workiz card readers, you can easily collect payment without having to manually input the card information.

    To learn more about Workiz card readers, please see this article.


Sending estimates and invoices on mobile

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

  1. From the job page on the mobile app, select the Finance tab

  2. Select View invoice

  3. Select the kebab menu (three dots) icon > Send Invoice

  4. Complete the Send Invoice fields and select Send

Your estimates and invoices will feature payment fields for your client to enter their credit card information. To see what that looks like, please see this article.

Using Workiz Pay on desktop

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

Adding a payment to a job

  1. Open the job you want to add a payment to

  2. Select the Payments tab

  3. Select Add payment

  4. Ensure the Payment method field is set to Credit charge

  5. Complete the credit card fields and select Add payment

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 customers 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.


Invoices

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