SmartMoving Support

This overview explains how E-Check payments work in SmartMoving and links out to detailed guides for setup, usage, chargebacks, and accounting workflows.

E-Check Payments Overview

This article explains how E-Check chargebacks work in SmartMoving, what to expect when one occurs, and how balances and notifications are handled.

Understanding E-Check Chargebacks

This guide walks through what’s required to get E-Check payments up and running.

Setting Up E-Check Payments

This article explains when authorization is required, how to collect it, and what legal considerations to keep in mind.

Customer Authorization for E-Check Payments

This article explains how One-Time Passcodes work and why they matter.

Customer Portal Payer and One-Time Passcodes (OTP) for E-Check Payments

This article explains how saved E-Check payment methods work and what customers can expect.

Saving E-Check Payment Methods

This guide walks through each supported method and explains what you and your customer will see during the payment process.

How to Take an E-Check Payment

This article explains how to confirm and update your E-Check chargeback detection settings.

Setting Up E-Check Chargeback Detection

Learn how to control which service types can accept e-check payments and on which platforms in SmartMoving. Use the E-checks settings table to enable or disable e-check by service type…

Controlling E-Check Availability by Service Type

Learn how to set a minimum job estimate amount required before e-check is offered as a payment option in SmartMoving. Reduce risk by limiting e-check availability to higher-value jobs.

Setting a Minimum Estimate Amount for E-Check Payments

Learn how to set up email and SMS notifications for failed e-check payments in SmartMoving. Customize templates and give customers a direct link to resubmit their payment.

Setting Up Failed E-Check Payment Notifications

This article explains how to identify retracted payment sync errors and how to retry failed syncs for both moving jobs and storage accounts.

QuickBooks Sync Errors for E-Check Payments

This article explains how E-Check chargebacks sync to QuickBooks, how retracted payments are handled, and what to expect during the sync process.

QuickBooks Sync for E-Check Chargebacks

This article explains where to find chargeback information and how SmartMoving displays chargeback status and alerts.

Viewing E-Check Chargebacks in SmartMoving

This article explains how E-Check deposits work and what to expect during the payment process.

Deposits via E-Check Payments

Michelle Carone

Articles related to E-check set up and FAQs

E-Check

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

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

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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