In this article, you will learn how to collect tips from your clients using Workiz.
In Workiz, tips can be collected for invoices after signing up for Workiz Pay. To learn more about signing up for Workiz Pay, please see this article.
After signing up for Workiz Pay, you will be able to collect tips for invoices using two different methods:
The Workiz client portal
The Workiz mobile app
Note: Tipping is not available for estimate deposits or job payments. They must be collected as part of invoice payments.
Enabling credit card tipping
From the sidebar navigation, select Workiz Pay
Select the My account tab
Ensure Allow credit card tipping is enabled
Requesting tips on desktop
Open the invoice you want to send
Ensure Let client pay with a credit card is selected
Select Send email or Send text as desired
Your client will see the option to not only pay for the invoice using the Workiz client portal, but also the ability to add a tip on top of the invoice total.
Requesting tips on mobile
You can also request a tip when collecting payments on the mobile app.
From the Workiz mobile app, open the invoice you want to collect payment for
Next to Payments, select the + icon > Charge
Under Would you like to add a tip?, select the tip amount
Select Submit payment or Use card reader as desired
Need more help? See related articles below: