E-Check payments allow you to securely accept payments directly from a customer’s bank account through SmartMoving, using our payment partner, Remedy Payments. This payment method is ideal for larger transactions and offers a cost-effective alternative to credit cards.

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

What Are E-Check Payments?

E-Check payments (electronic checks) let customers pay using their bank routing and account numbers instead of a credit card. Payments are processed digitally through ACH networks and follow standard banking rules.

In SmartMoving, E-Check payments are fully integrated across opportunities, invoices, storage accounts, and QuickBooks syncing

Why Enable E-Check Payments?

E-Check payments offer several advantages:

Lower processing fees than credit cards
Secure, bank-verified transactions
Better support for large payments and deposits
A seamless experience across the web app, customer portal, and Crew App

Learn More About E-Check Payments

Use the sections below to explore specific E-Check workflows and features.

Setting Up E-Check Payments

Learn how to enable E-Check payments through Remedy Payments and complete the required SmartMoving configuration before accepting payments.

👉 Read more: Setting Up E-Check Payments

Taking E-Check Payments

Step-by-step instructions for accepting E-Check payments in SmartMoving, including payments taken in the web app, customer portal, Crew App, and for storage accounts.

👉 Read more: How to Take an E-Check Payment

Customer Authorization & Legal Requirements

Understand the required customer authorization process for E-Check payments, including the approved phone script and legal considerations for compliance.

👉 Read more: Customer Authorization for E-Check Payments

Customer Portal Payer & One-Time Passcodes (OTP)

Learn how to designate a Customer Portal Payer, how OTP verification works, and how this improves security and audit tracking in the customer portal.

Saving E-Check Payment Methods

See how customers can securely save their E-Check account details for future payments to speed up checkout and reduce repeat data entry.

👉 Read more: Saving E-Check Payment Methods

Deposits via E-Check Payments

Learn how to collect deposits using E-Check payments, including OTP verification requirements and how deposit payments are processed.

👉 Read more: Deposits via E-Check Payments

Understanding E-Check Chargebacks

Get an overview of how E-Check chargebacks and voided payments work in SmartMoving, including timelines, notifications, and balance updates.

👉 Read more: Understanding E-Check Chargebacks

Viewing & Managing Chargebacks

Learn where to view chargeback details for opportunities and storage accounts and how SmartMoving surfaces chargeback status and alerts.

👉 Read more: Viewing E-Check Chargebacks in SmartMoving

Setting Up E-Check Chargeback Detection

Learn how to confirm and update your E-Check chargeback detection settings so that SmartMoving can automatically detect E-Check chargebacks and voided payments and notify your team when they occur.

👉 Read more: Setting Up E-Check Chargeback Detection

QuickBooks Sync for E-Check Chargebacks

Understand how retracted payments are created, how chargebacks sync to QuickBooks, and how journal entries are recorded.

👉 Read more: QuickBooks Sync for E-Check Chargebacks

Troubleshooting QuickBooks Sync for E-Check Errors

Learn how to identify and resolve sync errors related to retracted E-Check payments for both moving jobs and storage accounts.

👉 Read more: QuickBooks Sync Errors for E-Check Payments

Setting Up E-Check Payments

Deposits via E-Check Payments

Understanding E-Check Chargebacks

Setting Up E-Check Chargeback Detection

QuickBooks Sync for E-Check Chargebacks