This guide will walk you through the steps to configure your payment settings in Movermate. By setting up payment preferences and bank details, you can streamline payment processing and maintain accurate financial records.
Payment Settings Overview
Payment Prefix
Define a prefix for payment numbers (e.g., "PID").
This prefix will automatically be included in all payment references.
Next Payment Number
Set the starting number for payment records.
This ensures sequential numbering for all payments moving forward.
Bank Details
Account Name
Enter the name of your bank account to ensure accurate payment tracking.
Account Number
Provide your bank account number where payments will be directed.
Account BSB Number
Enter your BSB (Bank State Branch) number to correctly identify your bank.
Credit Card Surcharge
Specify the surcharge percentage (if any) that should be applied for credit card payments.
Enter "0" if there is no surcharge.
Mode of Payment for Job Sheet / Crew App
Select the payment methods that your field crew can record when completing jobs in the Crew App. These options will appear on the job sheet for quick and accurate payment logging (e.g., Cash, Card, Bank Transfer, Invoice).
Mode of Payment for Booking Confirmation Link
Choose which payment options are available to customers when confirming their booking via the confirmation link. This helps streamline online payment preferences during the booking process.
Save Card Options
MoverMate allows you to securely store customer card details for future or final payments.
Enable Save Card Option on Booking Link
When enabled, customers can choose to save their card details while completing the booking confirmation link.
Saved cards can then be used for:
Final balance payments
Additional charges
Future invoices related to the same customer
Enable Save Card Option on Payment Table
When enabled, your team can securely save a customer’s card directly from the CRM Payment Table.
This is useful when:
Taking payments over the phone
Recording card details for future charges
Managing repeat or staged payments
All saved card details are handled securely and are never stored as plain card data in Movermate.
Customise Payment Receipt
Edit Payment Receipt PDF Style
Movermate allows you to customise the format and style of the payment receipt PDF.
Add your business logo, adjust fonts, and include any additional information you want displayed on the receipt.
Save or Cancel Changes
After entering the necessary details, click Save to apply your settings.
To discard changes and return to the default settings, click Cancel.
