SmartMoving Support

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

Ren Jones

Lauren Greener

Michelle Carone

Storage Basics

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