SmartMoving allows customers to pay required deposits securely through the Customer Portal. Enabling online deposit payments helps streamline the booking process and reduces the need to collect card information over the phone.
This article explains how to turn on online deposit payments once deposit settings are already configured.
Prerequisite: Payment Gateway Must Be Set Up
Before customers can pay deposits online, your company must have a payment gateway connected in SmartMoving.
Online deposit payments will not be available until credit card processing is fully enabled.
If you have not yet configured your gateway, complete that setup first.
Enable Online Deposit Payments in the Customer Portal
Once your payment gateway is active, you can allow customers to pay deposits online by enabling a Customer Portal setting.
Step-by-Step: Turn On Customer Deposit Payments
Navigate to Settings
Select Customer Portal
Click Common
Locate the setting for Customer Deposits
Enable the toggle
Click Save Changes (if prompted)
What Customers Experience
After this setting is enabled, customers can pay deposits directly through the SmartMoving Customer Portal.
This allows them to:
View their required deposit amount
Enter payment details securely online
Submit the deposit without calling your office
Online deposit payments reduce friction and help confirm jobs faster.
What Happens to the Card Used for a Deposit
When a customer pays a deposit above $0, the card is saved on file automatically. Your team can then use it for later billing on the same customer, such as:
Final payment at job completion
Approved add-ons and additional charges
Recurring storage invoices
SmartMoving shows this in the Send Estimate panel, under Deposit Amount: "The card used for the deposit is saved on file automatically." The customer also accepts the Payment Authorization and Card-on-File Terms before the deposit goes through, which is their authorization to store and charge the card. See Storing Customer Credit Cards for Future Use.
Note: Automatic card storage is the default with Remedy Payments and is set at the gateway account level, not in SmartMoving settings. To make card storage a per-transaction choice instead, contact Remedy Payments.
When the Deposit Amount Is $0.00
When the deposit amount is $0.00, no card is collected with the estimate. To still collect a card, turn on Offer Card on File in the Send Estimate panel, which asks the customer to save a card after they sign. See How to Save a Credit or Debit Card on File for an Opportunity.
Getting Card Payments Turned On
The Remedy Payments team sets up card processing for your account and walks you through the options, including whether cards are stored automatically.
To take card payments, or to change how cards are stored, book a card plan discussion with Remedy Payments.
Next Steps
Once deposits are enabled online, you may also want to ensure invoices can be paid through the Customer Portal.
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