In this article, you will learn about some of the most common questions relating to the process of applying for Workiz Pay.
Workiz Pay is a fast, simple, and secure online payment solution that enables you to collect credit card payments from your customers while on the job. Workiz Pay also makes sure you get paid on time — and even ahead of time — by allowing you to request payments on your estimates and invoices.
Workiz Pay application FAQ
- A website is not required to complete the Workiz Pay application. If you do not have a business website, the URL for your business social media page should be enough.
-
To ensure the security and integrity of Workiz Pay merchants and customers, financial regulators across the US and Canada sometimes require certain documents for proper verification. These policies are designed to:
- Prevent fraud
- Enhance security
- Ensure compliance
To learn more about the documents you may be requested to submit, please see this article.
- If you do not have an EIN, register as a sole proprietor.
- Your Social Security number (SSN) is used to verify your identity and comply with financial regulations required to process payments. This helps prevent fraud and ensures your account can be securely set up.
- If you do not have an SSN, use your EIN instead. Please note that you may be asked to provide additional documentation if you enter your EIN as your SSN.
- Enter your official business name exactly as it appears on your SS-4.
-
"Doing business as" (DBA) is the name your business uses publicly.
An abbreviated version of your DBA (up to 22 characters) will be used as the statement descriptor that appears on your client’s bank statement. This is what clients will see next to charges from your business.
- Use a business bank account where future payouts will be deposited.
- Enter your full business address. P.O. boxes are not accepted.
- A local driver’s license or a passport is recommended. For a complete list of other identification you can provide, please see this article.