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).
Payment Confirmation
Once the payment is made, the deposit will be automatically reflected in the job’s finances section within the MoverMate system.