In this article, you will learn how to collect online payments using Workiz Pay on the mobile app.
Workiz Pay is a fast, simple, and secure online payments solution that enables you to collect payments from your customers while on the job. Workiz Pay also makes sure you get paid on time — and even ahead of time — by allowing you to request payments on your estimates and invoices. To learn more about Workiz Pay, please see this article.
With the Workiz mobile app, you can collect payments while on a job site or by sending a payment request that your clients can pay at a later date.
Collecting payments
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- Open the job you want to add a payment to
- Select Pay
- Choose your payment method:
- Tap to Pay on iPhone/Android
- Type card manually
- Card on file
- Use card reader
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- Open the estimate or invoice you want to a payment to
- Next to Payments, select the plus icon ( )
- Choose your payment method:
- Tap to Pay on iPhone/Android
- Type card manually
- Card on file
- Use card reader
The remaining steps will vary depending on the payment method you chose.
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When using Tap to Pay or a card reader, the mobile app will prompt you to pass the device to the client so that they may complete the transaction. Your client will see the option to add a tip before being walked through the card reader process.
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When entering the card details manually or choosing a card on file, the option to add a tip will appear alongside a required signature field near the end of the transaction.
Signatures are required to complete a manual credit card transaction using the mobile app.