Take Payment Without Creating Client First (Walk-In Transactions)
Tal Alon
We operate both a storefront and mobile service. In many cases, especially with walk in customers at the shop, I need to quickly charge a credit card without first creating a full client profile in the system. Right now, the app only allows taking payment from existing contacts, which slows down the process and creates unnecessary steps for simple transactions.
What I am requesting is the option to:
• Take a payment without adding the client to the database first
• Complete the transaction as a “walk in” or “guest” payment
• Have the option to assign that transaction to a client later if needed
This would greatly improve speed and usability for storefront operations and quick counter sales. I believe many other businesses with physical locations or fast transactions would also benefit from this option.
If this is not something that can be added, I may need to consider using a separate merchant service just for walk in payments, which I would prefer to avoid since I want to keep everything inside Workiz.
Thank you for considering this request. I would be happy to provide more details or examples if helpful.
RYAN CLARK
We have a customer profile created that's just called "Cash Customer". All walk-ins that do not want to give info and are truly paying cash process like this.