In this article, you will learn how to enable payments or deposits in your Online Booking portal.
In order to enable payments or deposits for your Online Booking portal, you will need to activate your Workiz Pay 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.
For more information on how to activate your Workiz Pay account, please see this article.
How to enable payments or deposits
IMPORTANT: When collecting payments via Online Booking, the payments will not appear on your Workiz account until after the booking request has been approved and converted into a job.
From the navigation bar, select Settings > Settings
Under Integrations, select Online Booking
Select the Payments tab
Note: If you have not activated your Workiz Pay account, you will be prompted to activate before you can receive payments or deposits.
Decide if you want to require payment for booking and turn the toggle switch ON or OFF accordingly
Choose whether you want to request the full payment or a partial deposit for your services
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