Saving your Workiz Card on file with your favorite vendors

  • Updated

In this article, you will learn how to save your Workiz Card on file with various vendors with just a few clicks.

Workiz Cards are powered by Workiz Pay, giving you access to a line of credit that you can use to support your business’s day-to-day operations. Workiz Cards come at no cost to your business — no fees, no interest, and no impact on your credit score.

With Workiz Card, managing your recurring expenses is simple. You can securely save your card on file with your favorite vendors without having to leave Workiz. Whether you’re stocking up on supplies, running ad campaigns, or subscribing to essential business tools, this feature saves you time and ensures seamless transactions without the hassle of manually entering payment information for each and every vendor you want to save your card with.

You can save your Workiz Card on file with popular merchants like:

  • Amazon
  • Google Ads
  • Home Depot
  • Mailchimp
  • Office Depot
  • QuickBooks
  • Yelp Ads
  • Zapier
  • Plenty others!

Saving your Workiz Card with vendors

  1. From the sidebar menu, select Workiz Pay
  2. Select the Workiz Card tab
  3. Select Manage cards
  4. Next to the card you want to save with a vendor, select More > Add to vendor account
    AddVendor-Card.png
  5. Select Add to vendor
  6. Verify yourself using 2-factor authentication
  7. Search for the vendor you want to add your card to
    2025-01-22_10-57-54.517 1WorkizCardVendors.png

    Not seeing a specific vendor you want to save your card with? Feel free to share your feedback by exiting out of the pop-up and telling us which vendor you wanted to add!

  8. Enter the login credentials for the vendor account you are adding your card to
    2025-01-22_10-58-08.589 1WorkizCardVendors.png

    You must already have an account with this vendor in order to connect your Workiz Card.

It may take a few minutes for your card to be saved with the vendor. Once successfully added, the badge next to the vendor will update from “Requested” to “Done.”
2025-01-22_11-02-11.654 1WorkizCardVendors.png

Once connected, you can visit the vendor’s website and start making purchases using your saved Workiz Card.

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