SmartMoving allows you to configure how deposits are calculated so they are automatically applied to new jobs. You can set a standard default deposit and now configure different deposit rules based on opportunity type.
This article focuses on deposit calculation logic only. It does not cover:
Enabling online payments
Credit card fee configuration
Discounts
OTP authentication
Set a Default Deposit Amount
You can establish a standard deposit that will automatically populate on new jobs and estimates.
To Configure Your Default Deposit:
Navigate to Settings
Select Accounting
Click Deposits
You’ll choose one of two calculation methods:
A) Flat Rate Deposit
Select Flat Rate if you charge a consistent dollar amount for most jobs.
Enter the deposit amount (e.g., 250.00)
Click Save Changes
This amount will populate as the default deposit on all new jobs.
B) Percentage Deposit
Select Percentage if you calculate deposits based on the total estimated cost of the job.
Enter the percentage (e.g., 10 for 10%)
Click Save Changes
The deposit will automatically calculate based on the job’s estimated total.
Editing Deposits on Individual Jobs
Even with default rules in place, you can adjust the deposit amount for a specific job if needed.
To edit a deposit:
Open the job or opportunity
Navigate to the estimate or deposit section
Modify the deposit amount as necessary
Save your changes
This override applies only to that specific job.
Saving Cards on File (Optional)
When customers pay a deposit, either online or over the phone, you can configure SmartMoving to securely store the card on file.
Saved cards can later be used for:
Final job payments
Recurring storage billing
This helps streamline future transactions while maintaining secure payment handling.
Next Steps
Once deposit settings are configured, you may want to allow customers to pay deposits online through the Customer Portal.
See: