Overview
The Payment Settings page is the single place to configure the payment types your company offers in SmartMoving. From this page you choose which types are enabled, which apps each one appears in, and the order they appear in across the platform. You can also open advanced rules for E-Check to control its minimum estimate amount and service-type availability.
Before You Start
You need an admin role to access Payment Settings.
The payment types available to configure depend on what is set up for your account. Card processing and E-Check are each set up by the Remedy Payments team.
Opening Payment Settings
Click Settings in the navigation.
Click Payment Settings.
The page lists every payment type in a single table with columns for Enabled, Payment Type, Customer Portal, Web App, and Crew App. Standard payment types include Cash, Check, Credit Card, Credit Card (Record Only), Bill to Account, Debit Card, E-Check, and Consumer Financing. Any custom payment types your company has created also appear in the list.
Enabling or Disabling a Payment Type
Find the payment type row.
Click the toggle in the Enabled column to turn it on or off.
Click Save Changes in the footer.
When you turn off Credit Card, SmartMoving asks you to confirm by clicking Yes, disable credit card payments. After you confirm, your team can no longer take credit card payments through your gateway.
If you have a QuickBooks Online integration, SmartMoving may show an Update QuickBooks reminder when you enable credit card payments. Click Ok in the reminder, then go to your QuickBooks settings and update the Account Mappings tab so transactions sync correctly.
Choosing Where a Payment Type Is Available
For each enabled payment type, choose the apps it should appear in:
Customer Portal: shown to customers when they pay online.
Web App: shown to sales and office users in the SmartMoving web app.
Crew App: shown to crew members in the Crew App.
Click the checkboxes in each row to turn an app on or off. If a checkbox is locked, that payment type is not supported in that app. Hover over the locked checkbox to see why.
Click Save Changes when you are done.
Renaming a Custom Payment Type
System payment types (Cash, Check, Credit Card, Credit Card (Record Only), Bill to Account, Debit Card, E-Check, and Consumer Financing) cannot be renamed. Inactive types also cannot be edited.
For custom payment types:
Make sure the type is enabled.
Click in the Payment Type column and type the new name.
Click Save Changes.
Reordering Payment Types
The order of the rows on this page controls the order payment types appear in throughout SmartMoving.
Hover over the drag handle on the left of the row.
Drag the row up or down to the position you want.
Click Save Changes.
Filtering the List
Use the chips above the table to narrow what you see:
All types: every payment type.
Enabled: only types that are currently turned on.
Disabled: only types that are currently turned off.
Has advanced rules: only types with extra rules configured (such as E-Check).
Editing E-Check Advanced Rules
E-Check supports additional rules for the minimum estimate amount and which service types can use it.
Click the expand arrow on the right of the E-Check row, or click Advanced settings on that row.
Under Minimum estimate, turn on the toggle and enter a Minimum Estimate amount to offer E-Check only on opportunities above that amount. Leave the toggle off to allow any amount.
Under Service-type availability, use the AVAILABLE ON columns to choose which apps offer E-Check for each of your service types: CUSTOMER PORTAL, WEB APP, and CREW APP.
Under BACKUP PAYMENT, select REQUIRE CARD ON FILE for each service type where customers paying by E-Check should also save a backup credit card.
Click Save Changes in the bar that appears at the bottom of the screen. The bar appears only after you change something, and Revert beside it discards your changes.
Note: Leaving every service type unchecked for an app defers to that app's checkbox on the E-Check row itself. To turn E-Check off for an app entirely, clear the checkbox in the E-Check row rather than unchecking every service type.
About the backup card requirement
A backup card is a credit card the customer saves alongside their E-Check payment. The card is charged $0 when it is saved, and is only charged to recover the payment if the E-Check is returned unpaid.
REQUIRE CARD ON FILE sets the starting position of the Require backup card toggle on new opportunities of that service type. It does not hide the toggle, and your team can change it on any individual opportunity. Existing opportunities keep whatever they already have.
Key Details: E-Check Eligibility
If an opportunity includes multiple jobs with different service types, E-Check appears as a payment option when at least one job's service type has E-Check enabled for that app.
Newly created service types start with E-Check disabled across all apps.
Service-type availability works alongside the minimum estimate rule. All conditions must pass for E-Check to appear.
Changes save immediately and apply to future payment attempts.
Best Practices
Update your QuickBooks Account Mappings any time you turn credit card processing on or off so transactions continue to sync.
Keep your most common payment types at the top of the list to speed up day-to-day workflows.
Use the Has advanced rules filter to spot which payment types have extra restrictions in place.
Match the apps you turn on to the team members who collect that payment. For example, if your crew never takes E-Check, leave the Crew App checkbox cleared on the E-Check row.
Turn on REQUIRE CARD ON FILE for the service types where a returned E-Check would cost you the most to chase, and leave it off where the extra checkout step would risk the booking.
Troubleshooting
Payment Settings does not appear in my settings menu.
You need an admin role to see this page. Ask an owner to grant access or to make the changes for you.
My changes did not save.
Click Save Changes in the footer at the bottom of the page. If you leave the page with unsaved changes, SmartMoving warns you with the message, "You have unsaved changes, Are you sure you want to leave?". Click Cancel in the warning to stay on the page and save.
A payment type is not showing in the Customer Portal.
Confirm the row's Enabled toggle is on and the Customer Portal checkbox is selected. Save your changes.
E-Check is not appearing on a service type.
Open the E-Check advanced rules and confirm the service type is checked for the Customer Portal, Web App, or Crew App as needed.
A checkbox is locked and I cannot select it.
Some payment types are not supported in every app. Hover over the locked checkbox to see why.
Customers are not being asked for a backup card.
Open the E-Check advanced rules and confirm REQUIRE CARD ON FILE is selected for that service type. That setting only affects opportunities created after you change it, so also check the Require backup card toggle in the E-Check tab of the opportunity's Payments card.
E-Check disappeared from the payment options on a job.
Check whether the job's estimated total dropped below your Minimum Estimate amount. E-Check is removed automatically when the estimate falls below the minimum and becomes available again if it rises back above it. Also confirm the job's service type is still enabled for that app. For the full behavior of the minimum estimate rule, see Setting a Minimum Estimate Amount for E-Check Payments.
Getting a Payment Type Turned On
A payment type has to be set up for your account before it appears on this page. The Remedy Payments team handles that and walks you through the options.
To take credit and debit card payments, book a card plan discussion with Remedy Payments.
To take E-Check payments, book an E-Check plan discussion with Remedy Payments.
Note: E-Check is set up per branch, so a branch without it does not offer E-Check even when another branch does.