In this article, you will learn how to provide your clients with payment receipts in Workiz.
When collecting payments using Workiz Pay, Workiz automatically sends your client a receipt. For other payment types — such as cash, check, or credit offline — Workiz gives you the option to send your client a receipt via email.
Workiz also gives you the ability to manually send your clients a receipt after the payment has already been collected.
Sending receipt when collecting payment
Sending a receipt during the process of adding an offline payment can only be done from the job page. To send a receipt for payments made to estimates or invoices, please see the next section.
- Open the job you want to send a payment receipt for
- Select the Payments tab
- Select Add payment and choose the payment type
- Check the box for Email client a receipt
The option to email a receipt will only appear if you have an email address on file for this client.
Also, because Workiz automatically sends your clients a receipt when you collect credit card payments using Workiz Pay, this option will not be present when collecting credit card payments.
- Select Add payment
Sending receipt after payment was collected
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- Open the job you previously collected payment for
- Select the Payments tab
- Next to the payment you want to send a receipt for, select the receipt icon
- Verify the email address and select Send
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- Open the estimate or invoice you want to send a receipt for
- Scroll down to the Deposit (estimate) or Payments (invoice) section
- Next to the payment you want to send a receipt for, select the receipt icon
- Verify the email address and select Send
Your clients will receive an email from your business, with a subject line of Your payment with [business name].