SmartMoving comes with several pre-configured payment options, such as credit card, check, and cash. However, there are instances where you might want to customize your payment types to match specific payment options your company accepts. SmartMoving allows your company to configure up to 20 additional payment types.

There are two pre-configured credit card payment types in SmartMoving that can be enabled and used to process or not process an actual credit card transaction.

The credit card payment option will only show up in your payment list (even if checked) if you have configured a payment gateway for processing CC transactions. In most cases, if you have configured a payment gateway, this should be enabled. If you don't have a configured payment gateway, this option should be disabled.

This option allows you to simply record a credit card transaction, save the last 4 of the card number and optionally store an authorization number. This payment type will not run a charge on a credit card even if you have a payment gateway configured.

Enable this option if your company is not set up with payments or your company needs to occasionally record a credit card payment without running a charge.

SmartMoving includes two pre-configured debit card payment types. Unlike credit card payments, debit card payments do not incur a credit card processing fee, making them a lower-cost option for customers who prefer to pay by debit.

This option processes the transaction through your configured payment gateway, the same way a credit card payment would. Use this when a customer is paying by debit card through SmartMoving's payment processing.

This option records a debit card payment without processing it through the gateway. Use this when a customer pays using a physical terminal or another method outside of SmartMoving and you need to record the transaction.

Note: Both debit card payment types are available from estimates, accounting, storage accounts, invoices, and crew payments. If the feature is not enabled, these options will not appear in your payment list.

For step-by-step instructions on accepting a debit card payment, see Accepting Debit Card Payments.

Navigate to Settings > Accounting > Payment Types (or click here to go directly to the page).

To disable a payment type, deselect the checkbox next to the item you do not want to show up in your payment list. Payment types cannot be deleted but disabling them will prevent the payment type from appearing in your list of payments.

To enable a payment type, ensure the checkbox is checked.

Note: SmartMoving preset payment types such as credit card, cash, and check cannot be renamed.

You can add up to 20 custom payment types.

Payment types must be enabled (checked) before they can be renamed. Once enabled, you can name the custom payment type. Changes will be saved automatically.

To rename a custom payment type, you must first enable the payment type, and then enter a new name for it. Changes will be saved automatically.

Drag and drop the payment types to change the order they appear in the payment type menu.

Note that any custom payment types that are added must also be configured in your Quickbooks sync settings if you have enabled Quickbooks sync. Failure to map these payment types to a Quickbooks account will result in the payment not syncing to Quickbooks.