In this article, you will learn how to manually log all of the offline payments your business receives.

While Workiz Pay makes it easy for you to collect online payments from credit cards and bank transfers (ACH), you may find that some customers prefer to pay using offline methods.

In Workiz, you can manually log the following types of offline payments to satisfy the balance on a job, estimate, or invoice:

  • Cash

  • Check

  • Credit

  • Bank transfer (offline)

  • Consumer financing

Workiz also allows you to log the payments you receive from other popular mobile payment services:

  • Cash App

  • Venmo

  • Zelle


Note: Workiz does not support integrations with these applications. These are simply offered as additional options to categorize the ways in which your business receives payments.

For example, if you received $100 for an invoice on Venmo, you would still need to manually log that payment in Workiz under Venmo. Over time, you would better understand what portion of your payments came from Venmo or other payment methods.


Logging offline payments on desktop

Logging offline payments on jobs

  1. Open the job you want to add a payment to

  2. Select the Payments tab

  3. Select Add payment

  4. Complete the Add payment fields:

    1. Amount: Enter the amount of money you want to add

    2. Payment type: Choose the type of payment you want to add

    3. Confirmation: Enter a reference number


      Note: This is a required field for all offline payments excluding cash.


    4. Paid on: Edit the payment date, if necessary

    5. Select Add payment

Logging offline payments for estimates and invoices

  1. Open the invoice or estimate you want to add a payment to

  2. Under the Payments (invoices) or Deposits (estimates) section, select Add and complete the following:

    1. Amount: Enter the amount of money you want to add

    2. Payment type: Choose the type of payment you want to add

    3. Confirmation: Enter a reference number


      Note: This is a required field for all offline payments excluding cash.


    4. Select Add

Logging offline payments on mobile

Logging offline payments on jobs

  1. Open the job you want to add a payment to

  2. Select Pay and choose the desired payment method


    Tip: To select additional payment methods such as Venmo or credit offline, select Other payment methods.


  3. Complete the payment fields:

    1. Amount: Enter the amount you want to submit

    2. Reference number: Enter a reference number


      Note: This is a required field for all offline payments excluding cash.


    3. Payment date: Choose the date on which this payment was made

    4. Select Submit payment

Logging offline payments for estimates and invoices

  1. Open the estimate or invoice you want to add a payment to

  2. Select Payments and choose the desired payment method


    Tip: To select additional payment methods such as Venmo or credit offline, select Other payment methods.


  3. Complete the payment fields:

    1. Amount: Enter the amount you want to submit

    2. Reference number: Enter a reference number


      Note: This is a required field for all offline payments excluding cash.


    3. Payment date: Choose the date on which this payment was made

    4. Select Submit payment

Need more help? See related articles below:

Did this answer your question?