SmartMoving Software

Ren Jones

Michelle Carone

Lauren Greener

Getting started with storage and recurring billing

Storage

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

Getting Started with Storage

How to quickly add your existing accounts and containers into SmartMoving

Import Your Storage Data

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

Configure Your Storage Rates / Storage Tariff

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

Configure Warehouse Settings

How to customize and maintain additional warehouse and invoice items

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

How to set up recurring or one-time storage discounts

Configure Storage Discounts

How to configure which storage invoice items get taxed

Add Tax to Storage Charges

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

Storage Settings

How are the numbers and metrics calculated on my storage dashboard?

Storage Dashboard Metrics

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

Quote Storage Charges

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 create a new account for a new or existing customer

Create a New Storage Account

How to set up auto-billing for recurring invoices

Add a Default Payment Method for Auto-Billing

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

Automate Storage Billing

How to allow customers to view, pay, and download invoices and manage payment methods

Customer Online Storage Portal Overview

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

Edit an invoice

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

Scheduling a Move Out

How to close out an active storage account

Close a storage account

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

Storage account audit activity

Reopen a storage account

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

Auto-Charging Ad-Hoc Storage Invoices with Credits

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

Storage Basics

Delete an invoice

How to apply a credit to any storage account

Add a credit

How to pay multiple invoices with a single payment

Apply a Payment to Multiple Invoices

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

Add unbilled charges to a storage account

How to immediately invoice unbilled charges

Generate an invoice for unbilled charges

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

Print container pick sheets

How to waive late fees for specific storage accounts

Waive storage late fees

Storage FAQs

Find answers and get help from Intercom Support and Community Experts

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