Every invoice needs a final payment record. Whether your customer pays online through MoveRight or hands cash to the crew at the end of the job, here’s how to record it correctly.
Payment Types
MoveRight supports three ways an invoice gets paid:
- Online (via platform): Customer clicks the payment link and pays by credit card — MoveRight records this automatically
- Manual entry: Customer pays cash, check, or e-transfer — you record it in MoveRight
- Pre-authorized charge: If you collected payment authorization at booking, you can charge it from within MoveRight
Recording a Manual Payment
1. Open the Invoice
From the opportunity or the Invoices section of the dashboard, open the invoice.
2. Click “Record Payment”
If the invoice shows as Sent, Viewed, or Partial, click Record Payment in the sidebar.
3. Enter the Payment Details
| Field | What to Enter |
|---|---|
| Amount | The amount received (can be partial) |
| Payment Method | Cash, check, e-transfer, credit card |
| Payment Date | Date collected (defaults to today) |
| Reference Number | Check number, e-transfer confirmation, etc. |
| Notes | Any relevant notes (“crew collected on-site”) |
4. Save
Click Record Payment. The invoice status updates:
- If full payment: status moves to Paid
- If partial: status moves to Partial with remaining balance shown
The customer receives an SMS and email confirmation of the payment.
Crew Collecting Payment On-Site
Some operators have crew collect the final payment at the end of the job. Best practice:
- Before the move, confirm with the customer how they plan to pay
- If paying cash — ensure the crew has change and a receipt template
- If paying by card — send the invoice payment link to the customer before the crew leaves so they can pay from their phone on-site
- The crew member records the cash payment in MoveRight from their mobile app, and the job is marked complete
Viewing Revenue Reports
All recorded payments feed into MoveRight’s revenue reporting. From the Reports section, you can see:
- Revenue by day, week, or month
- Revenue by source (which lead channel is most profitable)
- Revenue by crew member or rep
- Outstanding invoices and total accounts receivable
Accurate payment recording is what makes these reports trustworthy.
Handling Disputed Amounts
If a customer disputes a charge at payment time:
- Don’t void the invoice
- Record a note in the opportunity documenting the dispute
- Contact the customer directly to resolve before marking as paid
- If a partial refund or discount is agreed upon, adjust the invoice line items and send a revised version for signature
The signed estimate and any mid-job documentation are your evidence if the dispute escalates.
Video Tutorial
Watch the full walkthrough on the MoveRight Training Hub.