Taking a deposit is a crucial part of securing a job in Movermate. Whether you're handling it directly from the CRM system or giving your customer the option to pay via a booking confirmation link, the process is simple and efficient. Below are the steps to take a deposit from a customer:
From Movermate CRM System
Step 1: Navigate to the Leads Section
From the left-side menu, click on Leads.
Select the lead you want to take a deposit for.
This will open the Lead Summary Page.
Step 2: Initiate the Deposit Collection
Click on the Actions button in the Suggested Actions panel.
Select Take Deposit from the dropdown list.
A side pop-up will appear with the deposit amount pre-populated.
Step 3: Choose a Payment Method
You will be given three payment options:
Cash – If the customer is paying in cash.
Card – To process the deposit via card.
Bank Transfer – If the deposit is being made through a bank transfer.
Select the appropriate payment method and confirm the transaction.
Alternative Method: Customer Pays via Booking Confirmation Link
Customers can also pay the deposit themselves through the booking confirmation link.
Step 1: Customer Clicks "Book Now"
The customer receives a Booking Confirmation Email.
Inside the email, they click on "Book Now".
Step 2: Choose Payment Option
Customers can choose between:
Bank Transfer
Card Payment
If paying via Bank Transfer, they must upload a receipt for verification.
Note: If the customer uploads a bank transfer receipt, you can view it under: Files & Photos Section (in the lead summary) and Payments Table (by clicking the three dots next to the listed payment).
Step 2: Payment Confirmation
Once the payment is made, the deposit will be automatically reflected in the job’s finances section within the MoverMate system.
