In this article, you will learn how to collect Interac payments using Workiz Pay. 

What is Interac? 

Interac is a popular debit card solution in Canada known for its high level of security and convenience. 

Accepting Interac payments offers numerous benefits to field service businesses like yours. Beyond being able to accept a popular and preferred payment method among Canadian consumers, your business can also take advantage of a lower processing fee (0.7% plus $0.10 per transaction) when compared to traditional credit card transactions. 

With Workiz, you can accept Interac payments from your customers while on the go. 

Interac requirements

In order to collect Interac payments, you will need the following:

• A business based in Canada
• An active Workiz Pay account
• A Workiz card reader
• The latest version of the Workiz mobile app

Collecting Interac payments

• 1. Open the job you want to add a payment to
  2. Select Pay
     
     
  3. Select Interac
     
     

     Although you need a Workiz card reader to charge an Interac debit card, make sure to select the “Interac” option specifically, not “Use card reader." Choosing the card reader option for Interac debit cards will result in an error.

  4. Allow the app to connect to the reader
  5. Pass the device to your client so they may approve and complete the transaction
  6. Decide if you want to send the client a receipt
• 1. Open the estimate or invoice you want to a payment to
  2. Next to Payments, select the plus icon ( )
     
  3. Select Interac
     
     
     

     Although you need a Workiz card reader to charge an Interac debit card, make sure to select the “Interac” option specifically, not “Use card reader." Choosing the card reader option for Interac debit cards will result in an error.

  4. Allow the app to connect to the reader
  5. Pass the device to your client so they may approve and complete the transaction
  6. Decide if you want to send the client a receipt

Refunding Interac payments

If you collected an Interac payment in Workiz, you will not be able to issue a direct refund to your client through the platform. Instead, Workiz recommends:

1. Coordinating with your client to issue a refund outside of Workiz
2. Applying a negative credit on the relevant job, estimate, or invoice to offset the payments collected