Feature Requests

The ability to take customer payment for multiple invoices in one transaction

hi, we have noticed that you guys added more payment options which is great for us we really like it, i was waiting for a while thinking we will also be able to get different payment methods in the commission reports but i looked today in the fields i can add to the report and couldn't see the different payment methods like "venmo" "cash app". hopefully it will be available to see an the actual report the payment method used

I get an email that "Judy" has paid, but not which invoice she's paying for. It would be nice to have that info all in one email that I can forward to my bookkeeper.

It would be nice if our financing options and pricing were visible once estimate total is determined so the customer can see as soon as it’s built for more payment options instead of having them redirected to a third party for eligibility and pricing. Currently a deal is delayed for the customer to see what they would have to pay through financing due to them not having our specific financing option installed or an account not made yet. If it’s as simple as getting multiple price separation ratios by different amounts of months then the option of just making the estimate total divisible would be helpful with some verbiage explaining that this would be what their financing options would be if they do end up using our third party financing options.

Currently you have to go into the payments report and click on the individual payments to see which job or client it was for. This is cumbersome and having the client name in the report (or an option to add it as a field) would be very helpful

Otherwise this doesn’t make sense for me to use.

I will use the cc option if customer to pay the cc fees.

Much like a Venmo or Paypal link, it would be awesome to be able to send a payment link to customers and it be linked to our Workiz account. Is that something Workiz can do?

I would be thankful to export Payment reports to Excel

Hey team, hope all is well. Would like to suggest a link that goes directly to the customer invoice from the following page. https://app.workiz.com/root/workizStripePay Would save a click on my end and resources on yours. Might not need a new column, I would suggest removing or replacing the "jobId" link. Reason being in the context of the page I'm usually not concerned with the job details and only the invoice. Thank you!