When an E-Check payment is charged back or voided, SmartMoving surfaces the details directly within the affected opportunity or storage account. This allows you to quickly understand what happened, review the updated balance, and take next steps if needed.
Viewing Chargebacks on Opportunities
To view an E-Check chargeback on a moving job:
Navigate to Sales > My Leads.
Open the affected opportunity.
Go to the Accounting tab.
Open the Payments section.
Here, you’ll see the payment listed with a status of Chargedback or Voided. The job balance will update automatically to reflect the remaining amount due.
Viewing Chargebacks on Storage Accounts
For storage-related E-Check payments:
Open the relevant Storage Account.
Navigate to Payment Records.
Locate the charged back or voided payment.
Chargeback status and updated balances are displayed directly within the storage account.
Understanding Chargeback Status
SmartMoving clearly labels reversed payments so they are easy to identify.
You may see one of the following statuses:
Chargedback – The bank reversed the payment after processing
Voided – The payment was canceled or returned before settlement
These statuses help differentiate normal payments from reversed transactions.
Email Notifications
When a chargeback or voided payment occurs:
An email notification is sent to the user or job owner
The email includes a direct link to the affected opportunity or storage account
Notifications help ensure issues are addressed quickly
What to Do After a Chargeback
After reviewing a chargeback:
Confirm the updated balance
Contact the customer if payment is still due
Determine whether a new payment method is needed
No manual balance adjustments are required in SmartMoving.