For every storage account that is added, you will need to select a default credit card for auto-billing if you wish to have the customer billed automatically each time SmartMoving generates their monthly invoice.
For those accounts that you have linked to an existing customer, a default card on file may be available from the move in job, but must still be selected as the default payment method in order to have your customers automatically charged each month.
Adding a default payment method
Navigate to a storage account
First, click Add Payment Method under the Payment Methods section.
Then, add or select the customer's payment method.
If they already have a card on file, select it from the drop-down list and click Save. To use a card different than the one on file, click Add New Card.
If they do not have a card on file or a new card is being added, enter the Card Type, Card Number, Expiry Date, Cardholder Name, and (optional) Email. Then, click Register.
Once the payment is added, it will appear under the Payment Methods section.
Set the billing address of the default payment
If you have selected a saved card on file, the billing address was already captured by SmartMoving when that card was entered.
For any new credit cards that you register under the payment method section be sure to add the credit card billing address under the customer information section of their account. Failure to add a billing address for new cards will result in a failed credit card transaction as the merchant requires a billing address to be passed in with each charge attempt.
You can easily see which accounts have a payment method added by observing which accounts on the Accounts page have a green checkmark in the Card on File column.
Enabling auto-billing
First, click Customer Information in the left panel to expand the menu.
Then, under Auto-collection, select Yes.
