Invoices & Payments
Invoice your clients and get paid faster, online or in person. Record payments, send receipts, issue refunds, and track what is due.
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Financial Settings: defaults, numbering, tipsConfigure everything your money documents inherit: default notes and terms, estimate validity, document numbering, tip options, and Interac e-Transfer matching.2 min readHow To Create And Send An Invoice in WorkZenCreate an invoice, add line items from your price book or packages, and send it to your client by email with an online payment link.Video, 2:00
Everyday tasks
Find and review payments on the Payments pageThe Payments page lists every payment and refund across all invoices. Filter by status, method, or date, and correct mistakes with a refund.2 min readHow To Issue A Refund in WorkZenRefund a card payment through Stripe or record a manual refund for cash and checks, with partial refunds and automatic invoice balance updates.Video, 1:26How To Record A Payment in WorkZenRecord cash, check, e-transfer, card, and other payments against an invoice, including partial payments, and see exactly what's still owing.Video, 1:09How to view, send, and print payment receiptsEvery recorded payment has a professional receipt. Open it, email it to the client with a personal message, and let them print or download it as a PDF.2 min readSet up online paymentsLet clients pay invoices online by card. Connect Stripe, choose how much of the processing fee to pass on, enable tips, and payments record themselves.2 min readSurcharge vs fees on a card paymentA card payment shows two amounts that sound alike. The surcharge is what your client pays you. The fees are what the processor keeps. Here is how to read both.3 min readTake card payments in person with Tap to PayCollect card payments on the spot with the WorkZen Android app. Your phone is the terminal, clients tap their card or phone, and the invoice updates itself.2 min read
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Fix a problem
My client can't open the estimate or invoiceWhen a document link shows Not Found or won't act, the cause is usually an archived document, a truncated link, or an expired estimate. Fixes for each.2 min readWhy didn't my client get the invoice email?The invoice says Sent but your client has nothing. Check the recipient address, the spam folder, and the Viewed indicator, then resend in one click.3 min read
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