Go to Workiz
All Collections
Payments
Payments
Everything you need to know about getting paid for all your hard work
K
27 articles in this collection
Written by
Dan
and
Kristian
How to offer discounts to your clients
Learn how to easily offer discounts to your clients for jobs, estimates, and invoices.
K
Written by
Kristian
Updated over a week ago
How to send payment receipts
Learn how to send your clients receipts when collecting payments in Workiz.
K
Written by
Kristian
Updated yesterday
How to set and manage tax rates for jobs and invoices
Learn how to set your default tax rate and manage multiple other tax rates for jobs and invoices.
K
Written by
Kristian
Updated over a week ago
Workiz Pay
Managing your online payments using the Workiz Pay dashboard
Learn how to use the Workiz Pay dashboard to manage your online payments.
K
Written by
Kristian
Updated yesterday
Connecting your bank account for Workiz Pay
Learn how to connect your bank account to Workiz Pay to start collecting online payments while on the job.
K
Written by
Kristian
Updated over a week ago
Verifying your identity for Workiz Pay
Find out what you'll need in order to verify your identity for Workiz Pay.
K
Written by
Kristian
Updated over a week ago
How to charge your clients with Workiz Pay
Read our guide on how to collect credit card payments after activating your Workiz Pay account.
K
Written by
Kristian
Updated over a week ago
Receiving payouts from Workiz Pay
Learn more about how to transfer your business earnings from your Workiz pay account to your business bank account.
K
Written by
Kristian
Updated this week
How to issue full or partial refunds with Workiz Pay
Learn how to easily issue refunds to your customers who paid using Workiz Pay.
K
Written by
Kristian
Updated over a week ago
How to add a credit card on file for clients
Learn how to ask your clients to add their credit cards on file for future payments.
K
Written by
Kristian
Updated over a week ago
How to change your Workiz Pay bank account
Learn how to easily change your Workiz Pay bank account.
K
Written by
Kristian
Updated this week
How to change your Workiz Pay statement descriptor
Learn how to change your Workiz Pay statement descriptor.
K
Written by
Kristian
Updated this week
Can I have my client pay the Workiz Pay transaction fee?
Learn how to add a convenience fee to cover the cost of the Workiz Pay transaction fee.
K
Written by
Kristian
Updated over a week ago
Workiz Pay FAQs
Read up on some of the most frequently asked questions relating to Workiz Pay.
K
Written by
Kristian
Updated yesterday
What is WePay?
Workiz payments are powered Wepay, which is owned by Chase Bank.
Written by
Dan
Updated over a week ago
Workiz Pay disputes
Managing disputes on the Workiz Pay dashboard
Learn how the Workiz Pay dashboard can help you keep track of disputes made by clients.
K
Written by
Kristian
Updated yesterday
How to resolve Workiz Pay disputes
Learn about how to potentially resolve Workiz Pay disputes.
K
Written by
Kristian
Updated yesterday
How to gather evidence when responding to Workiz Pay disputes
Learn about the best practices for gathering evidence when responding to customer disputes.
K
Written by
Kristian
Updated yesterday
Workiz Pay dispute response email template
Use our email template to submit your Workiz Pay dispute response.
K
Written by
Kristian
Updated yesterday
Workiz Pay card readers
How to set up your card reader for Workiz Pay
Learn how to set up and begin using your credit card reader with Workiz Pay.
K
Written by
Kristian
Updated over a week ago
Collecting payments with card readers using Workiz Pay
Learn how to charge your clients with card readers when using Workiz Pay.
K
Written by
Kristian
Updated over a week ago
Troubleshooting card readers
Learn how to resolve some of the most common errors encountered when using card readers with Workiz Pay.
K
Written by
Kristian
Updated over a week ago
Benefits of using a Workiz Pay card reader
Learn about the many benefits your business can experience by using credit card readers with Workiz Pay.
K
Written by
Kristian
Updated over a week ago
Sunbit
Using Sunbit to offer stress-free financing options to your clients
Learn about how Sunbit can help boost your revenue with stress-free financing options for your customers.
K
Written by
Kristian
Updated over a week ago
How to activate your Sunbit account
Learn how to activate your Sunbit account to start offering access to flexible payment plans to your customers.
K
Written by
Kristian
Updated over a week ago
How to send Sunbit installment offers to your clients
Learn more about offering flexible payment plans using Sunbit.
K
Written by
Kristian
Updated over a week ago
How to talk to your customers about Sunbit payment plans
Learn more about how to talk to your customers about flexible payment plans available through Sunbit.
K
Written by
Kristian
Updated over a week ago