SmartMoving Support

Lauren Greener

Michelle Carone

Ren Jones

Getting started with storage and recurring billing

Storage

How to set up a default pricing method for recurring storage, warehouse handling and other storage charges

Configure Your Storage Rates and Storage Tariff

Learn how to save an E-Check payment method to a storage account and enable automatic recurring billing in SmartMoving's Storage module.

How to Set Up E-Check Recurring Payments for a Storage Account

Manage, waive, and display credit card fees for storage payments - per account, payment, or invoice - using SmartMoving's storage settings.

Managing Credit Card Fees in Storage Settings

This quick guide will show you how you can make your storage invoices more detailed for customers by adding payment and credit information.

Display Payments and Credit Table on Storage Invoices

How to customize and maintain additional warehouse and invoice items

Setting Up Zones, Containers, Container Types, and Oversized Items

How to set up late fees, invoice defaults, and other important warehouse settings

Configure Warehouse Settings

How to quickly add your existing accounts and containers into SmartMoving using the Excel import templates.

Import Your Storage Data

Storage Settings

Learn how to auto-charge ad-hoc storage invoices with credits in the SmartMoving Storage Module.

Auto-Charging Ad-Hoc Storage Invoices with Credits

How to add recurring storage, WHSE handling, and other storage-related charges to an estimate

Quote Storage Charges

A step by step guide to getting storage set up and configured

Getting Started with Storage

Automatically charge and send monthly invoices to the customers in your storage warehouse.

Automate Storage Billing

How to determine when invoices are generated each month and how totals are calculated

Recurring billing for storage accounts

How to charge prepaid storage on a move estimate and optionally have it appear as a credit on a new storage account

Collect Prepaid Storage Charges

How to properly schedule a move-out and have that job listed on the storage dashboard

Scheduling a Move Out

How to waive late fees for specific storage accounts

Waive storage late fees

How to immediately invoice unbilled charges

Generate an invoice for unbilled charges

How to pay multiple invoices with a single payment

Apply a Payment to Multiple Invoices

How to view all important storage account events by date, time, and user

Storage account audit activity

How to print a list of all outgoing containers and oversized items by customer

Print container pick sheets

How to remove sales taxes for a single storage account

Exempt a storage account from sales tax

How to print one or more tags for occupied containers / vaults

Print a container / vault tag

How to add, edit, and delete storage invoice line items

Edit an invoice

Delete an invoice

Learn how each card, table, and chart on the SmartMoving Storage dashboard is calculated, from the Today and Tomorrow cards to Needs Account, Revenue, Occupancy, Aging, and the Move tables.

Storage Dashboard Metrics

How to close out an active storage account

Close a storage account

How to add one-time and additional recurring charges to a storage account

Add unbilled charges to a storage account

How to set up recurring or one-time storage discounts

Configure Storage Discounts

How to set up auto-billing for recurring invoices

Add a Default Payment Method for Auto-Billing

How to create a new account for a new or existing customer

Create a New Storage Account

How to configure which storage invoice items get taxed

Add Tax to Storage Charges

Storage Basics

How to apply a credit to any storage account

Add a credit

Reopen a storage account

Storage FAQs

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

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

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.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.