Customer portal
The customer's storage account
What a storage customer sees in their portal — balance, status, bills, payments and statement — and how they pay or set the card for the monthly charge.
- 2 min read
- Checked against MoveBoard
- For sales, owners & admins
Customers with things in your storage see them under My Storage in their portal (one account opens straight to its page), or from the storage link in your storage bills and reminders.
The storage page
Storage Details:
- Your Balance is: — with This is the amount you owe., This is a credit on your account. or Nothing is due.
- Storage Status:, Storage Facility:, CuFt: and Next Step:.
Below: Billing (the plan and dates), Payments, Bills, Files, the Communication thread and Notes with your company. Statement opens the account statement.
Paying
Make a Payment (Pay Storage):
- Amount — shown only when your company lets tenants pay part of the balance; otherwise Your payment is the full balance.
- A card already on file, or a new card. A new card is kept on file for storage.
- They can make the card the Auto pay card — the one the monthly charge uses.
- When your company adds a card fee, Credit card fee shows.
Your payment is being confirmed. We will email you a receipt.
With Pay storage off in the client portal designer, the balance shows with no Pay button — Your moving company takes storage payments directly — please contact them.
The statement
Statement is a print-friendly account statement: who it's for and from, the previous balance, the last payment and the account balance, then every charge and payment with its running balance, newest first. Print prints it.
Their details
Edit profile lets them update their name, email, phones, the best way and time to contact them, and additional information; nothing is saved until Save.
Good to know
- Messages and notes they write here land on the storage account in the office, not on a move.
- The office's read-only view of the page can't take payments: This is the office's read-only view: payments cannot be made here.
- That storage link is not valid. Please contact your moving company for a new one. — send a fresh storage link, or the customer signs in with a code.
If something goes wrong
- Enter an amount to pay.
- There was an error processing your payment request. Please try later
Related guides
- Customer portalHow customers pay an invoiceThe invoice link the customer gets, paying by card (with a tip for the crew if they like), and where they find their invoices and receipts afterwards.
- Customer portalMessages, notes and files in the portalHow customers write to you, leave notes and share photos and documents from their portal — and where it all lands on your side.
- Customer portalHow customers sign inCustomers never need a password — their personal link signs them straight in, and the sign-in page texts them a six-digit code. What they see, and what to tell a customer who's stuck.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.