Booking & payments
Deposits, signing, payments, refunds and invoices.
27 guides
- Send the quoteEmail and text the customer their quote — by moving the order to Can Book Online, or by hand from the conversation. 3 min read
- Let the customer book onlineWhat Can Book Online means, what the customer sees and does in their portal, and when an unbooked quote expires. 3 min read
- Text the deposit linkText the customer their secure link to reserve the move with a deposit — straight from the Deposit row. 2 min read
- Take a depositTake the customer's deposit by card, cash, check or another way from the Payments window — and the order becomes Reserved. 4 min read
- The Payments windowEvery payment on an order in one window — take a charge, record cash or a check, refund, delete, transfer and send receipts. 2 min read
- Cards on fileSave a customer's card, charge it later, pick the default card and take a card off the file. 2 min read
- Card fees and cash discountsAdd a fee to card payments, give a discount for cash, and choose where each applies. 2 min read
- Book a jobHow an order goes from Reserved to Booked — the customer signs the Order for Service, online or with you on the phone. 2 min read
- 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. 1 min read
- 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. 3 min read
- Pending paymentsMark a payment as pending while you wait for it to clear — it stays on the order but doesn't count yet. 1 min read
- Delete or transfer a paymentRemove a payment recorded by mistake, or move a payment to the order it really belongs to. 2 min read
- Payment receiptsWhich receipt goes to the customer when, how to send one by hand, and how to change what it says. 1 min read
- 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. 2 min read
- The Invoices pageEvery invoice in one list — totals, filters, flags, bulk actions and export. 1 min read
- Invoice status and flagsWhat each invoice status means, and how to mark invoices with your own coloured flags. 1 min read
- Balance, Total Due and overpaidWhat Grand Total, Payment, Balance, Total Cost and Total Due each mean — on the quote and on the closing. 1 min read
- Payments on invoicesTake a payment on an invoice — with or without an order behind it — from the invoice itself. 1 min read
- 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. 3 min read
- TipsHow customers tip the crew — on the bill of lading or an invoice — and how card and cash tips are handled. 1 min read
- 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. 2 min read
- 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. 2 min read
- When a card is declinedWhat happens when a card charge is declined or the card processor doesn't answer — and what to do next. 2 min read
- 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. 1 min read
- Billing a business accountInvoices, payment option and discount for corporate and affiliate accounts. 2 min read
- Partial paymentsTaking part of the balance now and the rest later — what MoveBoard does today. 1 min read
- How card data is keptWhere a customer's card number goes when it's typed into MoveBoard — and what MoveBoard keeps. 1 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.