In this article, you will learn how to require clients to save their card on file when submitting estimate deposits using Workiz Pay.
Requiring clients to save a card on file helps simplify future payments, reduce late invoices, and make it easier to charge for follow-up work once the job is complete.
Requiring a card on file for estimate deposits
In order to collect estimate deposits online (and require a card on file), you will need to be set up with Workiz Pay. To learn more about getting started with Workiz Pay, please see this article.
- From the sidebar menu, select Workiz Pay
- Select My account
- Scroll down to the Payment policy section
- Turn the toggle switch on for Require card on file for deposits
What your clients will see
After making the changes, all estimates pending and future estimates require customers to save a card on file when paying a deposit in the client portal.
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.
This card will be saved as a payment option when manually charging the client as a Workiz admin, or when your client is paying for future services in the client portal.