In this article, you will learn how to process payments with card readers when using Workiz Pay.
Credit card readers are essential to growing field service businesses looking to modernize their practices, allowing you to offer your customers a convenient way to pay for your top-notch services.
Tip: Card readers can also accept contactless payments (tap to pay) using a physical card or digital wallet, like Apple Pay and Google Pay.
How to collect payments with card readers
In order to charge your clients with card readers, you will need to pair your card readers to the Workiz mobile app. To learn more about the setup process, please see this article.
Power the card reader on
Open the job, estimate, or invoice you want to add a payment to
Follow the step that corresponds with what you opened in Step 2
Job: Select Pay
Estimate or invoice: Next to Payments, select the + icon
Select Use card reader
Allow the app to connect to the reader
Pass the device to your client so that they may approve and complete the transaction
Decide if you want to send the client a receipt and choose the corresponding option
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