In this article, you will learn how to manually log all of the offline payments your business receives.

While Workiz Pay makes it easy for you to collect online payments from credit cards and bank transfers (ACH), you may find that some customers prefer to pay using offline methods.

In Workiz, you can manually log the following types of offline payments to satisfy the balance on a job, estimate, or invoice:

• Cash
• Check
• Credit (offline)
• Bank transfer (offline)

Workiz also allows you to log the payments you receive from other popular mobile payment services:

• Cash App
• Venmo
• Zelle
  

  Workiz does not support integrations with these applications. These are simply offered as additional options to categorize the ways in which your business receives payments.

  For example, if you received $100 for an invoice on Venmo, you would still need to manually log that payment in Workiz under Venmo. Over time, you would better understand what portion of your payments came from Venmo or other payment methods.

Logging offline payments on desktop

• 1. Open the job you want to add a payment to
  2. Select the Payments tab
  3. Select Add payment and enter your payment details
     
• 1. Open the estimate or invoice you want to add a payment to
  2. Scroll down to the Deposits (estimate) or Payments (invoice) section
  3. Enter your amount, choose your payment type, and select Add
     
     

Logging offline payments on mobile

• 1. Open the job you want to add a payment to
  2. Select Pay
  3. Choose your payment type and add your payment
• 1. Open the estimate or invoice you want to add a payment to
  2. Next to Payments, select the + icon
  3. Choose your payment type and add your payment