You can configure SmartMoving to apply credit card processing fees to storage payments made by customers. This helps offset transaction costs, especially for recurring storage billing.
Because credit card surcharges are regulated differently across states, SmartMoving allows you to enable fees at the warehouse level, giving you flexibility and compliance control.
Prerequisite: Confirm Warehouse Settings Are Configured
Before you can enable credit card fees for storage payments, your warehouses must already be set up in the Storage module.
Make sure you have:
Warehouses created
Warehouse billing settings configured
Storage payments enabled
If warehouse settings are incomplete, the storage credit card fee options will not be available.
Step-by-Step: Enable Credit Card Fees for Storage
1. Navigate to Storage Credit Card Fee Settings
Go to Settings
Select Accounting
Click Credit Card Fees
2. Enable Credit Card Fees for Storage
At the top of the page, toggle on: Credit Card Fees for Storage
This activates fee settings specifically for storage-related customer payments.
3. Enable Fees Per Warehouse
Once storage fees are enabled, you can turn on fees individually for each warehouse.
In the warehouse list:
Toggle on Enable Fee for each warehouse where you want the credit card fee applied
💡 This is especially useful for companies operating in multiple states, where surcharge laws may vary by location.
4. Customize Fee Labels and Percentages
For each warehouse with fees enabled, you must configure the following fields:
a) Fee Label
This label appears on customer-facing documents such as invoices and the Customer Portal.
Common examples include:
Processing Fee
Credit Card Fee
Convenience Fee
Transaction Fee
b) Fee Percentage
Enter the percentage you want to charge for credit card transactions. Typical rates range from 2.5%–3.5%.
5. Optional: Apply Sales Tax to Storage Credit Card Fees
If your business is required to apply sales tax to credit card fees, SmartMoving provides an additional option.
To enable this:
Check the box in the Sales Tax Fee column for the warehouse
When enabled, SmartMoving will automatically calculate sales tax on the processing fee based on the warehouse’s configured tax rate.
⚠️ Sales tax rules vary by state. Consult your tax professional to confirm whether this applies to your storage operations.
6. Save Requirements
To successfully save storage credit card fee settings:
Each enabled warehouse must include both:
A fee label
A fee percentage
If either field is missing, SmartMoving will not allow you to save changes.
Click Save Changes once all warehouse settings are complete.
Next Steps
Once configured, storage credit card fees will appear automatically in:
Customer invoices
Customer Portal payments
Storage billing transactions
For non-storage credit card fees (job payments and deposits), see: