Overview
SmartMoving now offers a way for storage companies to provide greater transparency on their invoices by showing detailed information about applied payments and credits. Previously, storage invoices generated in SmartMoving didn’t include this information, which made it difficult for customers to know if their payments and credits had been properly applied. With this new enhancement, users can add a payments and credits table to their invoice templates, making it easier for customers to see the total charges, payments, credits, and the remaining balance.
Why This Is Important
This new feature provides your customers with clear visibility into how their payments and credits have been applied. It enhances transparency and reduces the need for customer inquiries regarding their balances. By following the steps above, you’ll ensure your customers have all the necessary information at their fingertips.
How to Enable the Payments and Credits Table on Storage Invoices
Follow these simple steps to add the new payments and credits table to your storage invoices:
Navigate to the Settings section.
Click on Forms and Documents.
Select Document Library.
From the list of available documents, select the document or invoice template used for storage.
Click the Edit button next to the selected storage invoice document.
In the document editor, add the (@PaymentsAndCreditsTable) token below the charges table token.
Once the token has been added, click Save Changes.
Result
When the new token is applied to your invoice template, every time you generate a PDF invoice or send an invoice via email, a payments and credits table will appear below the charges table. This table will display:
Applied credits
Payments received
