Workiz

Learn how to manually log the offline payments you receive, such as cash, check, or credits.

Collecting cash and other offline payments

Learn how to easily offer discounts to your clients for jobs, estimates, and invoices.

How to offer discounts to your clients

Learn how to send your clients receipts when collecting payments in Workiz.

How to send payment receipts

Learn how to set your default tax rate and manage multiple other tax rates for jobs and invoices.

How to set and manage tax rates for jobs and invoices

Kristian

Everything you need to know about getting paid for all your hard work

Payments

Learn how to use the Workiz Pay dashboard to manage your online payments.

Managing your online payments using the Workiz Pay dashboard

Read about why you must migrate to the new Workiz Pay.

Migrating to the new Workiz Pay

Learn how to connect your bank account to Workiz Pay to start collecting online payments while on the job.

Connecting your bank account for Workiz Pay

Find out what you'll need in order to verify your identity for Workiz Pay.

Verifying your identity for Workiz Pay

Learn how to cover some of the costs associated with offering card payments.

Charging service fees for card payments

Read our guide on how to collect credit card payments after activating your Workiz Pay account.

How to charge credit cards with Workiz Pay

Learn more about how to transfer your business earnings from your Workiz pay account to your business bank account.

Receiving payouts from Workiz Pay

Learn how to easily issue refunds to your customers who paid using Workiz Pay.

How to issue refunds

Learn how to ask your clients to add their credit cards on file for future payments.

How to add a card on file for clients

Learn how to easily change your Workiz Pay bank account.

How to change your Workiz Pay bank account

Learn how to change your Workiz Pay statement descriptor.

How to change your Workiz Pay statement descriptor

Learn how to request and collect tips from your clients using Workiz.

How to collect tips from clients

Read up on some of the most frequently asked questions relating to Workiz Pay.

Workiz Pay FAQs

Learn about how to prepare your service business for the upcoming tax season.

FAQs: Workiz guide for 2022 taxes

What is WePay?

Workiz Pay

Learn how to set up and begin using your credit card reader with Workiz Pay.

How to set up your card reader for Workiz Pay

Learn how to charge your clients with card readers when using Workiz Pay.

Collecting payments with card readers using Workiz Pay

Learn about the many benefits your business can experience by using credit card readers with Workiz Pay.

Benefits of using a Workiz Pay card reader

Learn how to order a new card reader for Workiz Pay.

How to order a new card reader

Learn about the warranty and return policies for Workiz card readers.

Workiz card reader warranty and return policies

Card readers 

Read our guide on how to collect payments using bank transfers (ACH) in Workiz.

Collecting payments using bank transfers (ACH)

Learn some of the basics of offering bank transfers to your clients.

Understanding bank transfers (ACH)

Learn all you need to know about offering bank transfer payments in Workiz.

Bank transfer (ACH) FAQs

Bank transfers (ACH)

Learn how the Workiz Pay dashboard can help you keep track of disputes made by clients.

Managing disputes on the Workiz Pay dashboard

Learn about how to potentially resolve Workiz Pay disputes.

How to resolve Workiz Pay disputes

Learn about the best practices for gathering evidence when responding to customer disputes.

How to gather evidence when responding to Workiz Pay disputes

Use our email template to submit your Workiz Pay dispute response.

Workiz Pay dispute response email template

Learn about what you should do when a customer withdraws a dispute.

Handling withdrawn disputes

Learn about some of the best practices designed to prevent client disputes.

Tips on preventing client disputes

Disputes

Learn about how Sunbit can help boost your revenue with stress-free financing options for your customers.

Using Sunbit to offer stress-free financing options to your clients

Learn how to activate your Sunbit account to start offering access to flexible payment plans to your customers.

How to activate your Sunbit account

Learn more about offering flexible payment plans using Sunbit.

How to send Sunbit installment offers to your clients

Learn more about how to talk to your customers about flexible payment plans available through Sunbit.