SmartMoving Software

Learn some of the foundational settings necessary to configure your SmartMoving account to make it work best for your business.

Settings Foundations

This article will serve as your hub for information related to tariff set-up in SmartMoving.

Tariff Configuration Hub

You've got questions, and we've got answers! Welcome to the FAQ hub for admin.

Admin FAQs

Michelle Carone

How Admin users can configure their tariff settings and SmartMoving platform.

Getting Started: System & Tariff Configuration for Admin

Enable credit card processing fees in SmartMoving for payments and deposits, apply optional sales tax by branch, sync fee data with QuickBooks, customize fee labels, and ensure compliance with state…

How to Configure Credit Card Processing Fees (Including Sales Tax)

Learn how to waive credit card processing fees on individual payments in SmartMoving. Remove fees in the web app during checkout, adjust charges for customer service situations, and maintain accurate…

How to Waive a Credit Card Fee on a Payment

Learn how to enable credit card processing fees for storage payments in SmartMoving. Configure fees by warehouse, set custom labels and percentages, apply optional sales tax, and stay compliant with…

How to Configure Credit Card Fees for Storage Payments

Configure automatic deposits in SmartMoving with flat rate or percentage rules. Set default amounts, customize deposits by opportunity type, auto-calculate from estimates, and display accurate totals using the @DepositAmount token.

How to Configure Default Deposit Settings

Enable online deposit payments in the SmartMoving Customer Portal. Connect a payment gateway, activate the deposit toggle, and allow customers to securely pay deposits online, reduce phone payments, and streamline…

How to Allow Customers to Pay Deposits Online

Learn how to apply job invoice discounts in SmartMoving. Create custom or pre-configured discounts, set percentage or flat amounts, manage expiration dates, and control how discounts impact sales commissions. Only…

How to Set Up and Manage Job Discounts

Enable online invoice payments in SmartMoving by adding a “Pay Your Invoice” button to your invoice email template. Customers can then view, download, and securely pay invoices through the Customer…

How to Enable Online Invoice Payments in the Customer Portal

Learn how One-Time Passcode (OTP) authentication secures Customer Portal payments in SmartMoving. Verify payer identity via SMS or email, support ACH payments, assign a portal payer, and ensure accurate contact…

Understanding One-Time Passcode (OTP) for Customer Portal Payments

Collection of articles regarding payment setting configuration. 

Configuring Payment Settings: Credit Card Fees, Deposits & More

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.