In this article, you will learn how to send payment links using the Workiz mobile app.
Payment links offer a quick solution for collecting online payments for a job. This is a great way of providing clients a convenient and secure option of paying for jobs using their preferred method (e.g., credit card, bank transfer, financing). Payment links can be sent right from the mobile app with just a few taps.
How to send payment links
When sending payment links, an invoice will automatically be generated for your client to pay for the job online.
- From the mobile app, open the job you want to collect payment for
- Select the Finances tab
- Next to Payments, select the plus icon ( )
- Select Send payment link
This option will only appear when items have been added to the job.
- Choose how you want to send this link (e.g., email or text message)
- Select Send
Your client will receive a notification that includes a link to view and pay the invoice from the client portal.
Workiz will notify you as soon as the payment is collected from the client portal. All online payments will be logged on the relevant job and invoice.