How to add a card on file for clients

  • Updated

In this article, you will learn how to save a client's credit cards on file for future payments.

Allowing your clients to save their credit card information is a great way to streamline and simplify the checkout process for your clients when they are paying for your services. 

In order to save a credit card on file, you will first need to enable online payments by signing up for Workiz Pay. To learn more about enabling online payments using Workiz Pay, please see this article.

Saving a card on file

In Workiz, cards can be saved on file in several different ways, both by you and your client. This includes when:

  • When manually entering a credit card payment directly on a job using the web app, you will see the option to save the card on file.
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    When entering payments using the mobile app, you will see the option to save a card on file for all payments.

  • When you send your clients an estimate or invoice using the Workiz client portal, they will be presented with the option to save their card for future payments.Group 4888-1.png

  • When enrolling a client in a service plan in Workiz, you will be presented with two options to collect payment: Sending payment request (via client portal) and entering the payment manually. 

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  • When clients schedule your services online through your booking portal, any cards used for payment will automatically be saved on file.
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Charging cards saved on file

When your client chooses to save their card for future payments, your business will not have access to the payment details. The payment details will simply be stored as a payment option whenever that client is submitting a payment for future estimate deposits or invoices.

When processing payments with a card on file, the charges on your client's bank statement may include a "recurring" designation.

To avoid a potential dispute from a concerned client when seeing an unfamiliar statement descriptor, we strongly recommend that you communicate this to your clients whenever saving a card on file.

The credit card will be saved as a payment option when:

  • Manually charging a client within Workiz
  • Clients open invoices in the Workiz client portal

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