Finance guides

Every guide for the Finance part of MovePlnr.

For office admins, owners and dispatchers

Take payments and close a move

Collect a deposit, close a finished move with hours, discounts and payments, add card service charges, and track and refund payments in MovePlnr. For office admins, owners and dispatchers.

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▶ Video · 4:40

For office admins and owners

Offer, book and bill storage

Set up your storage facilities, quote storage on a move, activate the booking, record payments and invoices, place goods in a vault and release it at the end. For office admins and owners.

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▶ Video · 3:26

For owners, office admins and HR

Run payroll and pay your crews

Process a pay period in MovePlnr: check each person's wages, tips and holiday pay, approve reported hours, share, confirm and mark payroll paid, and fix drift when a closed job changes. For owners, office admins and HR.

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▶ Video · 3:28

For owners and office admins

Pay recruiter bonuses

Set up a recruiter bonus in MovePlnr: pay the team member with the Recruiter duty a one-time amount each time someone they hired reaches a worked-hours milestone. Set the levels, credit the recruiter, read and override the bonus on payroll. For owners and office admins.

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▶ Video · 2:58

For office admins and dispatchers

Take in-person payments with a card reader

Pair a Stripe card reader to a location, send a move's balance or deposit to it, and see the tap recorded on the move. For office admins and dispatchers.

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▶ Video · 2:56

For office admins and sales reps

Offer customers financing

Turn on Klarna and Affirm for a location, send a customer a financing application before the move, follow it to approval and capture the final bill after the move. For office admins and sales reps.

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