How to send payment receipts

  • Updated

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.

  1. Open the job you want to send a payment receipt for
  2. Select the Payments tab
  3. Select Add payment and choose the payment type
  4. Check the box for Email client a receipt
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    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.

  5. Select Add payment

Sending receipt after payment was collected

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    1. Open the job you previously collected payment for
    2. Select the Payments tab
    3. Next to the payment you want to send a receipt for, select the receipt icon
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    4. Verify the email address and select Send
    1. Open the estimate or invoice you want to send a receipt for
    2. Scroll down to the Deposit (estimate) or Payments (invoice) section
    3. Next to the payment you want to send a receipt for, select the receipt icon
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    4. 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].

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