Overview
SmartMoving lets you control which service types can accept e-check payments and on which platforms.
The E-checks settings page displays a table where you can enable or disable e-check for each service type across the Customer Portal, Web App, and Crew App.
This gives your company precise control over where e-check is offered as a payment option.
Before You Start
Admin-level access is required to view and modify E-check settings.
How To Configure E-Check Visibility by Service Type
Go to Settings > Accounting & Profitability > E-checks.
Review the table.
Rows represent service types (Moving, Packing, Junk Removal, Load Only, etc.).
Columns represent platforms: Customer Portal, Web App, and Crew App.
Check the box for each service type and platform combination where you want e-check to be available.
Uncheck the box for combinations where you want e-check to be hidden.
Changes are saved and take effect immediately for future payment attempts.
💡 SmartTip: If an opportunity includes multiple jobs with different service types, e-check will appear as a payment option if at least one job's service type has e-check enabled for that platform.
Keep in mind that a minimum estimate amount rule may also apply. See Setting a Minimum Estimate Amount for E-Check Payments for details.
Key Details
Newly created service types default to e-check disabled across all platforms.
Existing accounts retain their current behavior until settings are changed.
Configuration changes persist across sessions and apply immediately to future payment attempts.
E-check visibility by service type works alongside other eligibility rules, such as the minimum estimate amount. All conditions must pass for e-check to appear.
Troubleshooting
E-check is not appearing for a specific service type
Check the E-check settings table to confirm that the checkbox is enabled for the relevant service type and platform.