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ElromcoMoveBoard

Storage

Autopay and cards on file

See a storage customer's cards, choose which one the monthly charge uses, add a card and take one off.

  • 2 min read
  • Checked against MoveBoard
  • For owners & admins
On this page

The monthly storage charge is taken from one card: the customer's autopay card. You manage it on the tenant's Ledger.

Where to find it

  • The Billing & Recurring card in the tenant window shows the Autopay Card — brand and last four, "(expired)" in red if its month has passed, None ticked or No card on file. Press Cards beside it.
  • Or press Ledger at the top of the window. Cards on file is on the Ledger.

Choose the autopay card

Each card shows its brand, last four, name and expiry. Tick Autopay on the card the monthly storage charge should use. Only one card is the autopay card at a time: ticking another moves it there. Unticking the autopay card leaves the tenant with none, and the monthly charge is then billed but not charged to a card.

Every change acts at once.

Add a card

  1. Press Add card.
  2. Type the card into the form (the card number goes straight to your card processor, never to MoveBoard).
  3. Press Save the card.

A card added here always becomes the autopay card.

Take a card off

Press the bin on a card, then Remove the card (or Keep it). The autopay card and the only card left can't be removed.

Who can do this

Seeing the cards needs the Storage page. Adding, ticking and removing them needs Can add a card on file. Charging a card from the Ledger needs Can charge an online payment.

What customers can do themselves

In Settings › Storage › Storage payments:

  • Require Payment Method for Storage Agreement — the storage agreement can't be signed until the customer has a default storage card on file.
  • Allow customer to change autopay for storage — when the customer pays online, they choose whether their card is used for autopay.

If something goes wrong

  • "This is the auto-pay card. Make another card the auto-pay card, or untick Autopay, before removing it."
  • "This is the only card on file."
  • "Card payments aren't set up for your company yet. An admin can connect them in Settings › Payments & billing › Payment processing. You can still record a card charged elsewhere."

Still stuck? A person will help.

Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.