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.
Optional: Save Card on File for Future Payments
When a customer pays a deposit online (or over the phone), SmartMoving can securely store the card on file for future billing, such as:
Final payment at job completion
Additional charges
Recurring storage invoices
This makes future payments faster and more convenient for both your team and your customers.
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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