We use the Workiz app to create and send invoices. In Ontario, the tax rate is 13%, and we sometimes add a 3% credit card fee. However, the app currently doesn’t allow us to either add a separate line for the credit card fee or provide an explanation that the total 16% charge includes both the 13% tax and 3% fee. This has led to confusion among clients who think we're incorrectly charging a 16% tax.

We suggest adding the ability to either:

We know that it's easily can be done in other systems like Housecall Pro or for example in Stripe.

While Workies Pay allows adding a credit card fee, we prefer to use an external payment system due to quicker fund availability. Therefore, it’s important to have this feature directly in Workies CRM.