Logging offline payments on desktop
Logging offline payments on mobile
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Collecting cash and other offline payments
Collecting cash and other offline payments
Learn how to manually log the offline payments you receive, such as cash, check, or credits.
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Written by Kristian
Updated over a week ago

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 (offline)

  • 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

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

  2. Follow the step that corresponds with what you opened in Step 1

    1. Job: Select the Payments tab

    2. Estimate or invoice: Scroll down to the Deposits (estimate) or Payments (invoice) section

  3. Follow the step that corresponds with what you opened in Step 1

    1. Job: Select Add payment and complete the required fields

    2. Estimate or invoice: Choose the payment type and select Add

Note: All offline payments excluding cash will require a reference number. Reference numbers assign a unique identifier to each transaction designed to help you identify payments.

You can assign a reference number to each payment, such as a check number, money order number, or wire transfer reference number.

Logging offline payments on mobile

  1. Use the hamburger menu (three lines) to open the job, estimate, or invoice you want to collect payment for

  2. Follow the step that corresponds with the payment you want to collect

    1. Job: Select Pay

    2. Estimate or invoice: Next to Payments, select the + icon

  3. Choose how you want to collect payment and complete the required fields

Note: All offline payments excluding cash will require a reference number. Reference numbers assign a unique identifier to each transaction designed to help you identify payments.

You can assign a reference number to each payment, such as a check number, money order number, or wire transfer reference number.

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