Payments on the bill of lading

At the end of the job, the foreman takes the customer's payment right on the bill of lading in the Mover's Portal. It lands on the order's closing side straight away.

What the customer goes through

1. 1Would you like to tip your movers? — 10, 15, 20 or 25 % of the amount, a custom amount, or Skip. See Tips.
2. 2Payment Details — the Payment Amount, which starts at the balance due plus the tip (a cash tip isn't added — it's handed to the crew).
3. 3Pay $… — choose the Payment type: - Credit Online — a card on file (Select Credit Card) or Add New Card. Only when online card payments are set up for your company. - Cash or Check (with the Check Number). - Your own payment types that are shown on the bill.

The card fee, cash discount or your type's own fee is shown, then the Total.

4. 4The customer signs for the payment (Please have the customer sign for this payment.). The crew can also Photograph Card.

The receipt will reach the customer automatically. After the payment the job moves to Payment.

If the payment would take the total past the order's not-to-exceed price, the crew sees Not To Exceed exceeded and must choose Proceed anyway to go on.

Choose the payment ways the bill offers

Settings › Documents & bill of lading › Payments on the bill of lading › Show payment on Bill of lading: Credit card payment, Cash payment and Check payment. They're the same for every move type. All three are on until you switch one off — a switch nobody has touched shows on, and the bill offers that payment. The same three switches also show in Settings › Payments & billing › Payment & processing fees; changing them on either page changes both. Your own payment types each have their own Show on BOL switch in Settings › Payments & billing › Payment & processing fees.

Whether the card fee is added on the bill: Payments taken on the bill of lading in Payment & processing fees. See Card fees and cash discounts.

Pay on Delivery and Invoice on Delivery

These two switches, on the same page and kept per move type, decide how a new order of that move type starts:

• Pay on Delivery on → the order starts as COD — the crew takes payment on the bill, as above.
• Invoice on Delivery on and Pay on Delivery off → the order starts as IOD (invoice on delivery).
• Both off → COD.

An order on a business account starts as the account's own Payment Option instead, when the account has one. Either way the office can change it on the order in Settings › Payment Option. Changing the switches later doesn't change orders that already exist.

An IOD order on the bill

The bill has no payment step: instead of PAY (or Take payment on a long-distance bill) the crew sees Invoice on delivery — the office will send an invoice. The balance stays open on the order. When the crew completes the job, the office gets one Invoice to send task for the order — for the order's salesperson, or the company's admins when nobody is assigned. See Create and send an invoice.

In the office

Payments the crew took show in the order's Payments (Closing) window, marked as taken on the bill of lading. They stay with that job — they can't be transferred to another order.