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The Payments window

Every payment on an order in one window — take a charge, record cash or a check, refund, delete, transfer and send receipts.

3 min readChecked October 27, 2026
SalesOwner & admin

Open the Payments window from the order: in Quote Details, press the Payment row.

The Payments window, with Create Charge highlighted
The Payments window, with Create Charge highlighted

What's in it

Along the top:

  • Cards on File — the customer's saved cards. See Cards on file.
  • Create Charge — take or record a payment.
  • Refund and Delete — tick a payment in the table first (Pick a payment first).

Then the table, newest first: Date, Details (method, card, who took it, notes), Amount, Pending, and Send Receipt. The footer shows the Total. With no payments yet: No payments have been recorded...

The Booking & signing tab shows the deposit, the documents waiting to be signed, the signed ones, and a link to the signing page.

Each document signed from October 27, 2026 on also shows its fingerprint, for example SHA-256 3fa91c2b…a7d2c21b (hover it for the whole number). It is worked out from the signed copy exactly as it was stored the moment the customer signed, so anyone holding that copy can check that not a character has changed. Copies signed before that date have none.

Take or record a payment

Press Create Charge. Create Payment opens:

Create Payment: choose how the customer is paying
Create Payment: choose how the customer is paying
  1. Choose how they're paying: - Credit Online — charge a card now (a card on file, or Add New Card). - Cash, Check or Credit Record — record money already received. Credit Record is for a card charged somewhere else: This is to record your payment only, and will NOT process any electronic payments. - Any payment types your company added — see Your own payment types.
  2. Under Payment Type, choose Deposit or Regular.
  3. Fill in the Amount and the fields for that method — Paid Date, Check Number, the card details — and any Additional notes. The Paid Date calendar shows last month and this month side by side (one month on a phone); Edit opens it the same way.
  4. If your company adds a card fee or a cash discount, its switch shows (for example Credit Card Fee or Cash Discount) — see Card fees and cash discounts.
  5. Press Charge (cards) or Record (everything else). The button shows the total once a fee or discount changes it.

The new payment appears in the table straight away, and the order's Payment and Balance follow.

Payments on the closing side

Opened from the closing, the window is Payments (Closing). A Show on BOL switch puts the payment on the crew's bill of lading (once the day has a crew). After a charge, MoveBoard asks Send payment receipt?

Multi-day moves

Each day's payments are filed under that day; choose All services to see them all.

If a button is greyed

Hover over it to read why:

  • You do not have permission to do that. — ask your admin for the payment permission.
  • Unable to process online payments. Please connect your authorize.net account. — card payments aren't set up for your company yet.
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