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.
Credit Card 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.
Credit Card:
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.
Important: If you have a payment gateway configured and you disable this payment type, your office users will no longer be able to process credit card transactions.
Credit Card (Record Only):
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.
Configuring Custom Payment Types
Navigate to Settings -> Accounting -> Payment Types (or click here to go directly to the page).
Enabling or Disabling Payment Types
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.
Adding Custom Payment Types
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.
Renaming Custom Payment Types
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.
Reorder Payment Types
Drag and drop the payment types to change the order they appear in the payment type menu.
Custom Payment Types and Quickbooks Sync
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.