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 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.

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.

  1. Power the card reader on


    Tip: If not in use, the card reader will automatically shut off after five minutes. This is a default setting for the device to preserve battery life. You will likely need to power the device on before every transaction.


  2. From the Workiz mobile app, open the job you want to add a payment to

  3. Select Pay > Charge

  4. Select Use card reader

  5. Allow the Workiz app to connect to the card reader


    IMPORTANT: Do NOT kill the app during this process.


  6. Process the payment using one of the methods provided:

    1. US: Swipe, insert, or tap


      Tip: If tapping or swiping, the card reader will beep once to indicate the payment was successful.

      If inserting, the card reader will beep twice to indicate that you may remove the card.


    2. Canada: Insert or tap


      Tip: The built-in display on Canadian card readers will provide visual statuses for the transaction (e.g., processing, remove card, approved, etc.).


  7. Select Done

Adding a payment to an estimate or invoice

  1. Power the card reader on


    Tip: If not in use, the card reader will automatically shut off after five minutes. This is a default setting for the device to preserve battery life. You will likely need to power the device on before every transaction.


  2. From the Workiz mobile app, open the estimate or invoice you want to add a payment to

  3. Next to Payments, select the + icon > Charge

  4. Select Use card reader

  5. Allow the Workiz app to connect to the card reader


    IMPORTANT: Do NOT kill the app during this process.


  6. Process the payment using one of the methods provided:

    1. US: Swipe, insert, or tap


      Tip: If tapping or swiping, the US card reader will beep once to indicate the payment was successful.

      If inserting, the card reader will beep twice to indicate that you may remove the card.


    2. Canada: Insert or tap


      Tip: The built-in display on Canadian card readers will provide visual statuses for the transaction (e.g., processing, remove card, approved, etc.).


  7. Select Done

Need more help? See related articles below:

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