With this update, you can now charge customers' credit cards for storage invoices. Additionally, if a customer previously charged their credit card through Supermove (either on a previous storage or move project) users can select and charge the saved credit card on file.
Finally, users can also set autopay for storage invoices on behalf of the customer through the office app - this enables users the ability to charge existing customers on a recurring basis. Please make sure to read the functionality in more detail below!
Charging Credit Cards for Storage Invoices
You can now charge a customer’s credit card for Storage invoices, similar to how they charge credit card on moves:
- Navigate to the storage invoice either on the storage project page, or on the Accounting storage invoice tab
- Click on the invoice’s action menu (…)
- Select “Charge Credit Card” - this will open the Charge Credit Card modal window
- Confirm the Payment Name (this will appear under the payments section of the invoice)
- Enter the amount (default full invoice amount)
- Select Credit Card
- Click “Charge”
- Note: this same action can be made on the Accounting Invoice Tab
Adding Credit Card (First time Customer)
- If it’s the first time charging a customer’s credit card, click on “+ Add Card” in the modal window
- Enter the customer’s credit card information and click Save
- From there the credit card should now be selectable in the “Credit Card” Dropdown
Charging a Saved Credit Card
If a customer’s credit card was previously charged (either for storage or for moves), the credit card should be saved so it can easily be charged again the next time.
When Clicking to Charge Credit Card, the user can click on the “Credit Card” Dropdown
If the Billing Customer previously used their credit card, you should see their saved credit card as an available option from the dropdown (see video below)
Continue to “Charge” credit card
- The Billing Client must be the same client that was used when charging the credit card previously (the saved credit card is linked to the Client in Supermove). If a previously saved credit card is not appearing, check to confirm the billing client is the same client record that was charged previously
- Charge credit card requires Supermove Payments
- No credit card information is stored in Supermove, this is handled in the payment processor
- You will only be able to see the last 4 digits of the saved credit card and the expiry date </aside>
Setting and Managing Autopay for Recurring Storage Invoices
For recurring invoices, users have the ability to set the invoice to autopay when charging the customers’ credit card.
In order to set autopay, the first invoice in that series will be charged immediately. From there the subsequent invoices will be charged on the invoice Due Date. Recommended Steps: Set autopay when you are ready to manually charge the first credit card in the series:
- Navigate to a recurring (Scheduled) invoice and click Charge Credit Card
- Make sure the correct credit card is selected
- At the bottom, select “Automatically charge this card for future recurring invoices”
- By default, charging the credit card will trigger the receipt email to be sent - refer to the section below on sending/not sending invoice and receipt emails
Users can also cancel autopay whenever they want. Note that this can also be done by the end customer by accessing the invoice from any previous recurring invoice email they received.
- Click on “Charge Credit Card”
- Note the invoice will display when the next invoice will be automatically paid
- Users have the option to Update the Credit card on file to charge for autopay
- Clicking Cancel Autopay will then cancel autopay and revert to the original “Charge Credit Card” view
Migrating Existing Storage Customers to Autopay
Sending (or NOT SENDING) Emails to Customers when Charging Credit Card and Setting Autopay
There are some scenarios where users may not want customers/shippers receiving emails about invoices/receipts, particularly when they are enrolled for autopay. This is an important consideration when importing existing storage customers into Supermove. If you require assistance with configuring your email templates, please reach out your support team.
- In order to mitigate any unwanted Invoice and/or Receipt emails from being sent, make sure that when the recurring invoices are being created, that users create and select invoice email template that do not have the Billing or customer client in the email recipient fields
- Refer to the Managing Invoice Email and Receipt Templates on how to update email templates
Frequently Asked Questions
- How does enabling autopay for recurring storage invoices differ between the end customer view and the office app view?
Answer: They are the same functionality - so if an end customer were to open the link to an earlier (recurring invoice) and deselect the autopay option, it will be reflected when the office user revisits the credit card. You can refer to updates on customer being able to enrol for autopay here
- Is this credit card information being stored in Supermove?
Answer: No - credit card information is never stored on Supermove
- What happens if an autopay fails?
Answer: Today the invoice will default to overdue after the due date and teams will need to go back and update the credit card manually. Users can refer to the Accounting Invoice Tab to keep tabs on any invoices that move to overdue. We will look at supporting workflows to automatically notify teams when credit cards are declined
- Does setting autopay mean that it will charge the first invoice in the recurring series automatically?
Answer: Yes - Enabling autopay requires charging the credit card for the initial invoice in the recurring series. We’ll be looking at enhancements to schedule autopay in the future but in the interim, there are some ways and recommendations on how to manage this:
- Create the recurring series of invoices normally
- Assuming the invoice dates are correct, they can use the “Unpaid” status of the Accounting Invoice tab to go in and manually charge and enable autopay when ready to charge (“Unpaid” invoice and enable autopay)
- The next “scheduled” (and subsequent) invoices will now pick up on autopay