Payments

How to offer discounts to your clients

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

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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.

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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.

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Written by Kristian
Updated over a week ago

Managing your online payments using the Workiz Pay dashboard

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Written by Kristian
Updated this week

How to change your Workiz Pay statement descriptor

Learn how to change your Workiz Pay statement descriptor.

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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.

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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.

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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

Managing disputes on the Workiz Pay dashboard

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

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Written by Kristian
Updated yesterday

How to resolve Workiz Pay disputes

Learn about how to potentially resolve Workiz Pay disputes.

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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.

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Written by Kristian
Updated yesterday

Workiz Pay dispute response email template

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

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Written by Kristian
Updated yesterday

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.

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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.

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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.

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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.

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Written by Kristian
Updated over a week ago

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.

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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.

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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.

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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.

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Written by Kristian
Updated over a week ago