MoveBoardBooking & payments
Deposits, signing, payments, refunds and invoices.
- Send the quoteEmail and text the customer their quote — by moving the order to Can Book Online, or by hand from the conversation.
- Let the customer book onlineWhat Can Book Online means, what the customer sees and does in their portal, and when an unbooked quote expires.
- Text the deposit linkText the customer their secure link to reserve the move with a deposit — straight from the Deposit row.
- Take a depositTake the customer's deposit by card, cash, check or another way from the Payments window — and the order becomes Reserved.
- The Payments windowEvery payment on an order in one window — take a charge, record cash or a check, refund, delete, transfer and send receipts.
- Cards on fileSave a customer's card, charge it later, pick the default card and take a card off the file.
- Card fees and cash discountsAdd a fee to card payments, give a discount for cash, and choose where each applies.
- Book a jobHow an order goes from Reserved to Booked — the customer signs the Order for Service, online or with you on the phone.
- Order for Service and estimate signingThe documents a customer signs to book — which one fits which move, how to edit them, and where the signed copy goes.
- Refund or void a paymentGive money back on a card, cash, check or other payment — or void a card charge that hasn't settled yet.
- Pending paymentsMark a payment as pending while you wait for it to clear — it stays on the order but doesn't count yet.
- Delete or transfer a paymentRemove a payment recorded by mistake, or move a payment to the order it really belongs to.
- Payment receiptsWhich receipt goes to the customer when, how to send one by hand, and how to change what it says.
- Create and send an invoiceBill a customer from their order — from the quote, the closing, or from scratch — and send them a link to pay.
- The Invoices pageEvery invoice in one list — totals, filters, flags, bulk actions and export.
- Invoice status and flagsWhat each invoice status means, and how to mark invoices with your own coloured flags.
- Balance, Total Due and overpaidWhat Grand Total, Payment, Balance, Total Cost and Total Due each mean — on the quote and on the closing.
- Payments on invoicesTake a payment on an invoice — with or without an order behind it — from the invoice itself.
- Payments on the bill of ladingHow the crew takes payment at the end of the job — tip, amount, method, signature — and the settings behind it.
- TipsHow customers tip the crew — on the bill of lading or an invoice — and how card and cash tips are handled.
- How the deposit amount is setThe rules that work out each order's deposit — per kind of move, per truck, per day, and the raise closer to the move.
- Send to pay — a payment link for someone elseLet an employer, family member or relocation company pay the move from a secure link — from the crew's bill of lading or the closing — with a tip, the card fee and their typed consent.
- Change the deposit or fuel amount on an orderType your own deposit or fuel surcharge on one order — who may, and how to go back to your rules.
- When a card is declinedWhat happens when a card charge is declined or the card processor doesn't answer — and what to do next.
- Your own payment typesAdd ways to pay that MoveBoard doesn't have built in — Venmo, Zelle, Clover — each with its own fee and bill of lading switch.
- Billing a business accountInvoices, payment option and discount for corporate and affiliate accounts.
- Partial paymentsTaking part of the balance now and the rest later — what MoveBoard does today.
- How card data is keptWhere a customer's card number goes when it's typed into MoveBoard — and what MoveBoard keeps.
- Connect your Stripe accountTake cards through your company's own Stripe account — connect it in a minute, see whether it can take cards, and disconnect it.
- Choose your card processorAuthorize.net or Stripe — which one new card payments go through, and what happens to payments and cards you already have.