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.

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In this article, you will learn how to properly handle disputes made by your clients following jobs that were charged using Workiz Pay.

What is a dispute?

A dispute is when a cardholder — typically your client — questions your Workiz Pay charge with their card issuer. A successful dispute can lead to a chargeback. A chargeback is when the cardholder is refunded the charged amount, with that amount being deducted from your business account. In the event of a chargeback, your business would also be charged a $25 fee.

Workiz will notify you of a dispute via email, detailing the reason for the dispute as well as a description of the dispute.

You may be able to recover your funds by contacting your client AND formally responding to the dispute.

How to respond to a dispute

The first thing you should do is review the nature of the dispute to determine whether you believe it is justified or not.

Maybe you agreed to refund your client for a service but simply forgot to follow through. In this case, it would make sense to accept the dispute. In the event that you feel a dispute was justified and you want to accept it, please contact us at disputes@workiz.com to notify us of your decision.


IMPORTANT: If you believe a dispute was justified and you want to refund your client, it is always recommended that you issue that refund by formally accepting the dispute.

Do not manually issue that refund yourself. Agreeing to refund your client without formally accepting the dispute may result in duplicate chargebacks if the dispute is ruled in their favor.


If you believe the dispute is not justified, first consider that this is potentially just a mix-up. Perhaps your client simply forgot about the service you provided, or maybe they just didn’t recognize the charge on their bank statement.

If possible, we recommend that you contact the client directly to try and resolve the issue. But before you do that, you’ll want to make sure you are as prepared as possible.

Preparing to talk with your client

The Workiz Pay dashboard organizes all of the disputes made against your business, making it easy for you to access all of the important information you need before contacting your client.

Review the job details you entered in your Workiz account, and review any conversations that may have been stored in your Workiz account (recorded phone conversations and/or text-based conversations).

It is also worth making note of your business’s statement descriptor. A statement descriptor is the name that appears on a client’s bank statement for charges from your business. You can view your business’s statement descriptor from the My account tab of your Workiz Pay dashboard:

To learn more about how to change your Workiz Pay statement descriptor, please see this article.

Talking with your client

When contacting your client, start by explaining who you are and what service you provided to that client. Calmly ask your client why the dispute was filed and determine if there’s anything you can do to resolve the dispute.

Workiz even provides you with a template message you can use to get the conversation going. To use this template:

  1. From the navigation bar, select Settings > Settings

  2. Select Online payments

  3. Select the Disputes tab

  4. Select the dispute

  5. Select Contact client > Send message

Submitting a formal response

Even if you manage to resolve the dispute by speaking directly with your client, you must still file a formal response with your client’s bank. This process involves submitting several pieces of evidence that help explain why your service charge should not have been disputed in the first place.

For more information on gathering evidence in a response to a dispute, please see this article.

After submitting evidence, you can keep track of the progress of a dispute by visiting the Disputes tab of your Workiz Pay dashboard.

Need more help? See related articles below:

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