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Take payment on the bill

Take the customer's payment from the bill of lading — tip, amount, then card, cash, check or your own payment types — and get their signature for it.

5 min readChecked November 3, 2026
Foreman

At the end of the job, the customer pays from the bill of lading. The PAY button at the bottom of the cost breakdown opens the payment in three steps.

Before you start

  • The labor times should be signed. Until they are, the bill says Select and sign Labor Charges before payment.
  • The total and balance due already count the times you entered, signed or not — what to tell the customer.
  • Only the job's foreman, or someone allowed to edit bills of lading, can take payment here.

Orders paid by invoice (IOD)

When the order's payment option is IOD (Invoice on delivery), the customer isn't paid at the door. The bill has no PAY button and no Take payment — it says Invoice on delivery — the office will send an invoice. The balance stays open, and when the bill is submitted (or the job is completed) the office gets one Invoice to send task for the order. Everything else on the bill — times, signatures, submitting — works as usual.

An order gets its payment option from its business account, else from your company's Pay on Delivery / Invoice on Delivery switches for the move type (see below), else COD.

Take the payment

  1. Press PAY.
  2. If your company warns about not-to-exceed prices and the total is over it, MoveBoard asks Not To Exceed exceeded — "The grand total currently exceeds the Not to Exceed Total. Proceed with payment anyway?" Press Proceed anyway or Cancel.
  3. Would you like to tip your movers? — pick 10%, 15%, 20% or 25% of the balance, or Custom to type a tip. Press Add tip $…, or Skip. (If your company has switched off Ask for a tip when taking payment, there's no tip question — the payment starts at Payment Details.)
  4. Payment Details — the Payment Amount is the balance plus the tip. Change it if the customer pays part now. Press Payment Details to go on.
  5. Pay $… — pick how the customer pays: - Credit Online — a card on file, or Add New Card to type one. Greyed when your company's card processor isn't connected. - Cash — a cash tip goes straight to the crew, so it isn't added to the amount. A cash discount is taken off if your company gives one. - Check — type the Check Number. - Your company's own payment types, if any. Photograph Card lets you take a photo of the card. The total shows any card fee or cash discount.
  6. Press Pay $….

Back returns to the previous step; the × closes the payment without taking anything.

On a long-distance bill

A long-distance bill takes payment at pickup and at delivery. Its Summary of charges keeps them apart: Pickup payment collected and Delivery payment collected each count only the payments taken on that leg, beside Due on pickup (your company's percent due at pickup, until the pickup is submitted) and Delivery balance due. Every payment is also a receipt on the customer's page.

Due on pickup is your company's percent of the total less the deposit, less what the pickup already collected. Example: a $4,181 move with a $500 deposit at 50% — ($4,181 − $500) × 50% = $1,840.50 at pickup, and the rest before unloading. Take payment starts at that same figure, and so does Block the crew until this % is collected: the bill, the crew's screen and the block always agree. The total includes the order's Order Total Tax: a $3,780 move with 13% tax is $4,271.40, and at 100% due at pickup Take payment asks for $4,271.40.

At delivery, Collect now and the payment amount never pass the Job balance, and no payment can leave a negative balance.

The customer signs for it

After the money is taken, the screen shows $… received — "Please have the customer sign for this payment." The signature window opens by itself; if it's closed, press TAP TO SIGN. Then you'll see $… received — "The receipt will reach the customer automatically." Press Close.

If your company shows the review QR after the payment (Settings › Reputation › Competition & bonus), Close opens the job's review QR for the customer, with Skip — see The Review card.

The job moves to Payment. When nothing is owed, PAY turns into a green PAID and the status chain shows Paid.

What your company decides

  • How each move type is paid when the crew delivers — Pay on Delivery and Invoice on Delivery in Settings › Documents & bill of lading › Payments on the bill of lading. Pay on Delivery on → paid on the bill (COD); Invoice on Delivery on and Pay on Delivery off → invoiced (IOD); both off → COD.
  • Which payment ways the bill shows — Show payment on Bill of lading on the same page. A way your company never set is shown (on).
  • The not-to-exceed warning — Settings › Documents & bill of lading › Contract rules.
  • Card fees and cash discounts — Settings › Payments & billing › Payment & processing fees.

If something goes wrong

  • Payment Amount must be a positive number
  • At most $… can be taken at delivery: that is the job balance.
  • Check Number is a required field
  • An error occurred with processing payment — nothing was charged; try again or use another way.
  • Unable to process online payments. Please connect your authorize.net account. — on a greyed Credit Online; tell the office.
  • Failed saved signature. Please try again
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