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 how to change your statement descriptor for Workiz Pay charges.

A statement descriptor is the name that appears on a client’s bank statement for charges from your business.

Using a clear and accurate statement descriptor can help reduce the number of chargebacks and disputes made against your business. A clear statement descriptor will help your clients easily identify where the charge is coming from.

Your statement descriptor will automatically be generated to match the business name you entered in your Workiz account, but you can also change it from the Workiz Pay dashboard.

Changing your Workiz Pay statement descriptor

  1. From the sidebar navigation, select Workiz Pay

  2. From the Workiz Pay dashboard, select the My account tab

  3. Under Account settings, select Edit next to Statement descriptor

  4. Enter your statement descriptor and select Save changes

  • Note: Your statement descriptor must meet the following requirements:

    • Contains only Latin characters

    • Contains between 5–22 characters

    • Contains at least one letter

    • Does not contain any of the following special characters

      • < > / ‘ “ *

    • Reflects your business name

    • Contains more than a single common term or common website URL

Your changes will be reflected immediately and all future charges will feature your updated statement descriptor.

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