Workiz

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Workiz Pay (online payments)

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

Managing your online payments using the Workiz Pay dashboard

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

Workiz Pay FAQs

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 change your Workiz Pay statement descriptor.

How to change your Workiz Pay statement descriptor

Learn how to easily change your Workiz Pay bank account.

How to change your Workiz Pay bank account

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 receive payouts within 30 minutes of collecting a card payment with Workiz Pay.

Enabling instant payouts for card payments

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

How to issue refunds

What is WePay?

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

FAQs: Workiz guide for 2022 taxes

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

Migrating to the new Workiz Pay

Getting started

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

Charging service fees for card payments

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

Credit cards

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) FAQ

Bank transfers (ACH)

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

How to collect tips from clients

Learn how to customize the default values your clients see when tipping.

Customizing the suggested tips your clients see

Tips

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 

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 how to handle inquiries made against your business.

Preventing inquiries from becoming 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

Go to Workiz

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