Overview
SmartMoving supports E-Check as a payment method for recurring storage billing. You can save a customer's bank account information to their storage account and use it for automatic monthly charges, the same way you would with a credit card. When a recurring E-Check payment fails, the customer receives an email notification with a link to resubmit payment.
Before You Start
You must have access to manage storage accounts and payment settings.
An E-Check integration must be configured through Remedy Payments. See the Setting Up E-Check Payments article for setup instructions.
How To Save an E-Check Payment Method
Open the storage account.
Navigate to the Payment Methods section.
Click Add Payment Method and select E-Check as the payment type.
Enter the required bank account details.
Click Save.
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How To Enable Automatic Recurring Billing
Once an E-Check is saved, set it as the default payment method and confirm auto-charge is turned on. SmartMoving will then automatically process the monthly recurring charge on the account's billing cycle date.
In the Payment Methods section, confirm that the saved E-Check shows up.
Confirm that Auto-Charge is enabled for the account. If it is not, see Automate Storage Billing to turn it on.
Note: The billing cycle date is shown under Storage Rates on the account. Recurring charges will be applied to the invoice on that date and processed automatically using the saved E-Check.
Managing E-Check Recurring Payments
To update a recurring E-Check payment: Navigate to the recurring payment section and select Change Payment Method to add a new payment method or update the billing details.
To cancel a recurring E-Check payment: Navigate to the account's auto-charge settings and disable auto-charge. See Automate Storage Billing for steps.
💡SmartTip: You can switch between a saved credit card and a saved E-Check at any time by updating the default payment method on the account.
Key Details
Successful recurring E-Check payments are recorded automatically in Invoices, Credits & Payments on the storage account.
Failed recurring E-Check payments are recorded in payment history and trigger an email notification to the customer with a link to resubmit payment.
If no default payment method is saved, or auto-charge is not enabled, recurring payments will not be processed automatically.
In the Customer Portal, customers can view saved payment methods, add or remove payment methods, change their default payment method, and make one-time payments via E-Check.