Take card payments in person with Tap to Pay
In the WorkZen iPhone or Android app, open the invoice and tap Tap to Pay in the Payments tab. Your client taps their card or phone on your device, and the payment records against the invoice automatically. Requires a connected Stripe account, and on iPhone an iPhone XS or later on iOS 17.6 or later.
The best moment to get paid is while you are still standing in front of the client. Tap to Pay turns your phone into the card terminal: no hardware, no "I'll pay online later".
What you need
- The WorkZen iPhone app on an iPhone XS or later running iOS 17.6 or later, or the WorkZen Android app on an NFC-capable phone.
- A connected Stripe account.
- The record payments permission. An admin completes the one-time setup and accepts the payment terms; after that, any teammate with the permission can collect.
Collect a payment
- Open the invoice (or the job's Finance tab) and go to the Payments tab. Tap Tap to Pay at the bottom of the screen.
- If your company has card readers, choose Tap to Pay on iPhone or Card reader.
- The first time on this iPhone, the Set Up Tap to Pay screen asks you to accept Apple's terms: tap Accept & Continue. Apple then shows a short tutorial.
- If tips are enabled, check the balance due and processing fee and tap Continue. Your client picks a tip on Show Your Appreciation: None, your preset percentages, or Other. Tap Review Payment.
- Review the summary (balance due, tip, processing fee, total to charge) and tap Collect Payment.
- Your client holds their card, phone, or watch near the top of your iPhone when Apple's payment screen appears.
- On Payment Successful, your client signs under the amount. Tap Send Receipt to email or text the receipt, or QR Code to show a code your client scans, then Done.
- Open the invoice (from the invoice itself or from its job) and go to the Payments tab.
- Tap Tap to Pay. The sheet shows the balance due and any processing fee.
- If tips are enabled, your client picks a tip: your preset percentages, None, or Other.
- Review the summary (subtotal, processing fee, total to charge) and tap Review Payment.
- Choose Tap to Pay (or Card reader if you use one). When the screen says Ready to Collect, your client holds their card, phone, or watch near the top of your device.
- On Payment Successful, you can email a receipt, capture a signature, or show a QR code your client scans to view the receipt.
On iPhone, to turn Tap to Pay on ahead of time or replay the tutorial, go to More > Settings > Tap to Pay on iPhone.
The payment records against the invoice instantly, the invoice status updates, and the payment appears in your Payments list like any other. Nothing to reconcile later.
Fees and tips
Tap to Pay uses exactly the same settings as online payments: the fee passthrough percentage and the tip options you configured apply in the field too. One set of rules, every way you get paid.
Card payments are included in ZenGrow and ZenAI. If a phone cannot take Tap to Pay, a Bluetooth or smart card reader works on both apps, and you can always share the invoice's online payment link.
Frequently Asked Questions
This article answers:
- How do I take card payments in the field?
- Can I use my phone as a card terminal?
- How does Tap to Pay work in WorkZen?
- Do I need a card reader to take payments in person?
- Is Tap to Pay available on iPhone?