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.


In this article, you will learn about some of the most frequently asked questions relating to Workiz Pay.

Workiz Pay is a fast, simple, and secure online payments 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.

Frequently asked questions


Signing up

  • How can I join Workiz Pay?

    Visit the Marketplace and select Workiz Pay to begin signing up.


    Note: Customers already using Workiz Pay via WePay must switch to the latest version of Workiz Pay using Stripe technology. To switch over to the new Workiz Pay, access your Workiz Pay dashboard and select Switch now.

  • Which bank account should I connect?

    If you have a business registered with the IRS, connect your business’s bank account. If you do not have a business registered with the IRS, connect your personal bank account.

  • Where can I find my bank account details when signing up?

    You can find information about your bank account from a physical check, your bank statement, or your bank account online.

  • What type of business should I choose?

    If you have a business registered with the IRS, choose Company. If you do not have a business registered with the IRS, choose Individual.

  • What if I don’t have a website?

    You can provide your business's social media page (Facebook, Yelp, Google, My Business, etc.) instead.

  • How long does it take to get approved?

    We will normally begin reviewing your application within a few minutes after you submit. If we need additional information, we will reach out to you.

    The entire approval process should take no longer than two business days.

  • Why do I need to provide additional information?

    We do our best to verify your identity with a limited amount of information. In some cases, we will contact you to request additional information. Your information will be secured.

  • How do I know if I’m approved?

    You will receive an email and text message to notify you of your approval.


    Additionally, you can easily see your application status from your Workiz Pay dashboard.


Payments and payouts

  • How can I collect payments with credit cards?

    Once approved for Workiz Pay, you will be able to send estimates and invoices that include an option to pay using a credit card online.


    You can also collect payments in the field using Workiz card readers on the mobile app, or manually using a keyed transaction.


    To learn more about charging your clients using Workiz Pay, please see this article.

  • Where do I see my payments?

    You can view your payments from the Payments tab of your Workiz Pay dashboard. You can also view payments from the Payments Report in the Reports page.

  • How long does it take to receive payouts?

    It will take approximately 7-10 business days for your first payout to be processed.

    After the first payout, all future payouts will be processed as follows:

    • United States

      • Bank processing time: 1-2 business days (depending on the bank)

        +

      • Workiz payout time: 2 business days

    • Canada

      • Bank processing time: 1-2 business days (depending on the bank)

        +

      • Workiz payout time: 3 business days

  • Which credit cards are accepted?

    Workiz Pay will allow you to accept payments from the following credit card networks:

    • Visa

    • Mastercard

    • American Express

    • Discover


    Workiz will also allow credit, debit, and prepaid cards. If you are collecting payment using a Workiz card reader, you may also accept Apple Pay and Google Pay.


Account management

  • What will my clients see on their bank statements?

    Your customers will see your statement descriptor on their bank statements. Your statement descriptor will automatically be generated to match the business name you entered in your Workiz account.

    You can view your statement descriptor from the My account tab of your Workiz Pay dashboard.

  • Can I change my statement descriptor?

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

  • Can I change the bank account my payouts are being sent to?

    Yes. To learn more about how to change your Workiz Pay bank account, please see this article.


Need more help? See related articles below:

Did this answer your question?