In this article, you will learn how to process payments with card readers when using Workiz Pay.

Credit card readers are essential to growing field service businesses looking to modernize their practices, allowing you to offer your customers a convenient way to pay for your top-notch services. Instead of manually entering a client's card details, you can use a card reader charge them by simply swiping, inserting, tapping the card. 

How to collect payments with card readers

In order to charge your clients with card readers, you will need to pair your card readers to the Workiz mobile app. To learn more about the setup process, please see this article.

• 1. Power card reader on
  2. Open the job you want to add a payment to
  3. Select Pay
     
     
  4. Select Use card reader
     
     
  5. Allow the app to connect to the reader
  6. Pass the device to your client so that they may approve and complete the transaction
     
  7. (Optional) Send the client a receipt
• 1. Power card reader on
  2. Open the estimate or invoice you want to a payment to
  3. Next to Payments, select the plus icon ( )
     
  4. Select Use card reader
     
     
  5. Allow the app to connect to the reader
  6. Pass the device to your client so that they may approve and complete the transaction
  7. (Optional) Send the client a receipt