In this article, you will learn how to provide your clients with payment receipts in Workiz.
When collecting payments using Workiz Pay, Workiz automatically sends your client a receipt. For other payment types — such as cash, check, or credit offline — Workiz gives you the option to send your client a receipt via email.
Workiz also gives you the ability to manually send your clients a receipt after the payment has already been collected.
Sending receipt when collecting payment
Note: Sending a receipt during the process of adding an offline payment can only be done from the job page. To send a receipt for payments made to estimates or invoices, please see the next section.
Open the job you want to send a payment receipt for
Select the Payments tab
Select Add payment and choose the payment type
Select Email client a receipt
Select Add payment
Sending receipt after payment was collected
Open the job, estimate, or invoice that you previously collected a payment for
Follow the step that corresponds with what you opened in Step 1
Job: Select the Payments tab
Estimate or invoice: Scroll down the the Deposits (estimate) or Payments (invoice) section
Next to the payment you want to send a receipt for, select the receipt icon
Verify the email address and select Send
Your clients will receive an email from your business, with a subject line of Your payment with [business name].
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