In this article, you will learn how to cover some of the costs associated with offering card payments in Workiz.
You can help mitigate the various costs associated with offering card payments with Workiz Pay using two different methods:
Requiring clients to pay a service fee may not be permitted in all states. Please ensure that your use of this setting complies with all applicable laws.
Workiz does not provide legal advice.
Enabling service fees
Enabling service fees is the most efficient way of adding an additional charge in order to cover for various costs associated with card payments. After enabling this feature, the fees will seamlessly be added as a percentage of the total (after taxes and discounts) when clients pay with a card.
While service fees help reduce the burden of Workiz Pay processing fees, they do not eliminate them entirely. You will still be responsible for paying processing fees, but the service fees collected will help mitigate their impact.
- From the sidebar menu, select Workiz Pay
- Select the My account tab
- Under Service fee, turn the toggle switch on to activate service fees
- Check the box to acknowledge and agree that your use of this feature is compliant with all applicable laws in your state
- Select Save service fee
What your clients will see
When opening a link to view and pay an estimate or invoice on the Workiz client portal, the service fee will be listed in the invoice summary alongside the amount, subtotal, and tip.