Once E-Check payments are enabled in SmartMoving, you can accept payments across multiple workflows, including the web app, customer portal, Crew App, and for storage accounts.
Before You Begin
E-Check payments must be enabled on your account.
Customers must provide valid bank account information.
For phone payments, customer authorization is required before proceeding.
Method 1: Taking an E-Check Payment in the Web App
Use this method when collecting a payment directly with the customer over the phone or in person.
Steps:
Open the opportunity
Click Payment and select Take Payment.
Select E-Check card to continue.
E-Check payment options appear as cards rather than a dropdown
Read the customer authorization script displayed in the app, which appears in-app and is also provided here.
👉Learn more about customer authorization and the script here.Ask the customer to confirm authorization, then select Yes.
Enter the payment amount and click Next.
Enter the customer’s:
Routing number
Account number
Account type (typically checking)
Confirm the payment.
Once submitted, the payment will begin processing and appear on the opportunity.
Method 2: Taking an E-Check Payment via the Pay Your Invoice Portal
Customers can submit E-Check payments on their own using the Pay Your Invoice portal.
Steps:
The customer opens the Pay Your Invoice link.
The customer verifies their identity using a one-time passcode (OTP).
The OTP is sent to the contact information on file.
After verification, the customer selects E-Check as the payment method.
The customer enters:
Account holder name
Routing number
Account number
Bank account type
They confirm the payment.
Method 3: Paying Storage Fees with E-Check
E-Check payments can also be used for one-time storage charges.
Steps:
The customer logs in to the Pay Your Invoice portal.
The customer verifies their identity using an OTP.
The customer selects E-Check as the payment method.
The customer enters their bank details and confirms the payment.
The process mirrors standard invoice payments and applies directly to the storage account.
Method 4: Taking an E-Check Payment via the Crew App
Crew members cannot enter bank details directly, but they can send an E-Check payment request to the customer.
Steps:
In the Crew App, select E-Check as the payment method.
Tap Send E-Check Request.
A payment link is sent to the customer via email or SMS.
The customer opens the link and enters their bank account information in the portal.
The Crew App displays a loading indicator while the payment is processed.
Once payment is confirmed, the crew can proceed with closing out the job.
Saving E-Check Payment Details
When customers submit an E-Check payment through the customer portal, they may have the option to save their bank account details for future use. This allows faster checkout for repeat payments.
What Happens After Payment?
E-Check payments may take several days to fully process.
Payment status will update automatically.
If a payment is returned or voided, SmartMoving will handle chargeback detection and notifications.