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Storable Easy Knowledge Base

Getting Started

Software Setup Checklist

Software Setup Overview

Import Customers

Navigate Your Software

The Dashboard Overview

Task Manager Overview

Create, Edit, or Delete a Unit Type

Approve a Reservation and Move the Customer in

Access Customer Accounts

Move a Customer In

Transfer a Customer from One Unit to Another

Move a Customer Out

Reservations FAQ

Easy Product Guides

Units

Units List View

Units Grid View

Change the Status of a Unit

Edit or Delete a Unit Type

Add or Edit Unit Notes

Set Up a Reservation Fee

Change the Price of a Unit Type

Change the Size/Unit Type of a Unit

Customers

Create or Edit a Customer Account

Finalizing Or Canceling A Scheduled Move Out

Charge a Deposit

Update Customer Rental Details

Edit a Card on File

Manually Add Fees

Adjusting Taxes on a Tenant's Record

Mark a Tenant as Tax Exempt

View Customer Billing History

Make A Customer Exempt From Late Fees

Enable or Disable Late Notices for a Customer

Print a full billing history for a customer

Archive Customer Billing History

Combine Duplicate Customer Accounts

Archive a Customer

How do I handle a customer's account after an auction or after they have moved out and still owe money?

Create or Change a Customer's Auction Date

How do I view the Waiting List?

How do I add someone to the Waiting List?

Customer Documents and Communication

Document Templates

Default Document Templates

Create a Document Template

Enable Automatic Templates

Default Template Placeholder Definitions

Use Placeholders in Document Templates

Custom Customer Field Settings

Email and Text Messages

Customer Groups

Send a One-Off Custom Email to Customers

Two-Way Text Messages

Gather Consent to Send Text Messages

Register Your SMS Phone Numbers for Two-Way Texting

Mass Text Messaging

Text Message Failures

Mass Text Messaging Terms of Service

Third Party Messaging Apps

Print or Email a Custom Letter

Enable and Edit Invoice Reminders

Turn Individual Customer Emails On or Off

Edit Customer Notification Preferences

Email or Text Receipts to Customers

Email or Text the Storage Agreement to a Customer

Printing Documents

Print Postcards

Print Individual Mailing Labels

Batch Print Mailing Labels

Batch Print All Invoices

Reprint or Resend a Receipt

Print or Download a Customer's Unpaid Invoice

View or Print a Storage Agreement

Communication and Document Settings

Storage Agreement: FAQ

Upload or Edit the Lease Agreement

Send Email Notifications from a Custom Domain

Change Facility Contact Information

Change the Facility Phone Number Format

Configure and Display Maximum Rent and the Duration of Promotions and Discounts on Leases

Signing the Storage Agreement: The Customer Experience

Payments and Billing

One-Time Payments

Take a Customer Payment

Take a One-Time ACH Payment

Take a Payment Using a Card Swiper

Enter a Prepayment

Recurring Billing

Enable or Disable Recurring Billing for a Customer

Offset the Billing Date for a Customer on Recurring Billing

Credits and Refunds

Refund a Payment

Reverse Payments from your Transactions Report

Add or Edit a Credit

Process a Refund with 3rd party/Canadian Payment Processors

Void an Invoice

Void All of a Customer's Unpaid Line Items

Mark an Invoice as Paid with Available Credit

Refund a Security Deposit After Move-Out

Reports

Reports Overview

The Check Batches Report

The Lost Revenue Report

The Collections Report

The Revenues Report

The Yearly Revenues Report

The Sales and Sales Tax Reports

The Failed and Declined Payments Report

The Alterations Report

The Accrual Report

The Occupancy Report

The Occupancy History Report

The Daily Close Batch Report

The Management Summary Report

The Unsigned Insurance Election Agreements Report

The Tenant Data Report

The Undelivered Notifications Report

Share Insurance Reports with a Third-Party Insurance a Provider

Insurance and Tenant Protection

Tenant Protection Plan: Auto-Protect Proof Program

Tenant Protection Plan: Overview

Tenant Protection Plan: Auto-Protect

Tenant Protection Plan: Submit a Claim

Tenant Protection Plan: Add a Protection Plan to a Tenant's Account

Access Control and Gate Integrations

Storable Access Control

Storable Access Control: FAQ

Access Control: Quick Setup Guide

Gate Setup and Settings

Gate Access Control: Open/Close Command

Gate Access Control: Enable Text to Open

Assign Gate Keys/Access Codes to Tenants

Pedestal Installation

Isolation Relay Installation

Set Up Gate Groups

Gate Activity Log

Gate Integrations

Third-Party Gate Integrations

Digi Gate Integration

Doorking Gate Integration and Troubleshooting

PTI Falcon Gate Integration

PTI StorLogix Gate Integration

Quikstor Gate Integration

Stor-guard Gate Integration

Winsen Sentinel Gate Integration

Insomniac Kiosks and Storable Easy

Janus - Noke Smart Entry System

Eight IO Installation

Gate Troubleshooting

Common Gate Problems

Uninstall and Reinstall Gate Sync Program

Cloud Node Power Cycle

What should I do if the gate is stuck open?

What should I do if I get an error that there was a problem communicating with the Cloud node?

What should I do if a tenant's gate code isn't working?

What should I do if the Gate Sync is not working?

Websites

Website Settings

Add an Accessibility Icon to Your Website

Add a Google Review Button to Your Website

Improve Your Website’s Search Ranking (SEO)

Change the Colors on Your Website

Change the Office Hours on Your Website

Change the Logo on Your Website

Create a Blog Article on Your Website

Edit the Content on the "Rent Storage" Page of Your Website

Edit the Map Page or Address on Your Website

Add images to Your Website

Add Multiple Location Site Maps to Your Website

Edit the Contact Us Tab of Your Website

Change the Website Homepage Image

Web Visitor Verification

Add a Site Map to Your Website

Allow Tenants to Select the Unit Number They Want Online

Change the Questions Customers Answer When They Sign Up Online

Enable Online Move-Ins

Enable Online Reservations

The Tenant Portal and Online Rental Experience

Tenant Portal Overview

Online Move-Ins: Customer Experience

Enable or Disable a Tenant Login

How does a customer log into their customer portal?

How does a customer reset their password?

How does my customer make a payment online?

How does my customer print an account history?

How does my customer print a receipt online?

How does my customer change their login information?

How do my customers enter their billing information for recurring billing?

How does a customer rent online?

Troubleshooting Login and Password Issues

Domain Pointing

Connect Storable Easy to a Domain

HostGator Domain Pointing

Name.com Domain Pointing

DNS Settings for a GoDaddy Domain

IONOS (1and1) Domain Pointing

Bluehost Domain Pointing

Weebly Domain Pointing

Porkbun Domain Pointing

Namecheap Domain Pointing

Wix, Squarespace, Cloudflare, Whois Domain Pointing

Create a Retail Product

Charge for a Retail Item

Account Management

User Management

The Sales Associate User Role

Add, Edit, or Delete a Software User Login

Email Notifications Sent to Software Users

Your Billing Information

View and Update Storable Easy Billing Information

Software Settings

Manage Inventory with Retail Sale

Create Fees

How do I update Tax Rates ahead of any upcoming changes?

Customize Form Fields

Enable Customers to Join the Waiting List Online

Custom Unit Field Settings

Prevent Customers from Renting a Unit Online if Their Payment is Rejected

Optional Customer Settings

Enable or Disable Customer Scheduled Move Out Requests

Add New Renter Instructions

Set Up Automatic Auction Dates

Edit Lockout Settings

Edit Late/Lien Settings

Change Accepted Payment Methods

Configure Whether Customers Can Change Their Own Billing Information

Adjust the Tenant Billing Period

Adjust Currency Settings

Adjust Rent Proration Settings

Change the Tenant Billing Period

Create or Edit the Site Map

Rate Management

Rate Management

Mass Edit Rental Prices

Set Up a Pricing Plan

Promotions

Update Rent Rate for Individual Customers

3rd party integrations

Import Data from Storable Easy to QuickBooks Without Integrating

QuickBooks Online Integration

Canadian Payment Processing Options

Release Notes: 2026

Release Notes: 2025

Release Notes: 2024

Release Notes: 2023

Get Support

Contact Storable Easy Support

Become a feedback partner

Natural disaster support

SSO

Getting Started

SSO: Admin Quick Start Guide

SSO: Pre-configuration guide + FAQ

SSO: Admin Enablement Guide

SSO: Communicating with your organization

SSO: Using Your Identity Provider’s Login

SSO: User Management

SSO Product Guides

SSO: Enrollment Guide

SSO: Multi-Factor Authentication (MFA) setup

SSO: Troubleshooting

Storable Payments + Easy

Getting Started

Storable Payments Overview and FAQ

Get Started with Storable Payments

The Storable Payments chargeback process

Apply for Storable Payments

Surcharging

Surcharging FAQ

How do I enable a Surcharge fee?

Data and Reporting

Where do I find my Storable Payments data?

How do I reconcile my bank account with Storable Payments?

Transaction statuses and funding times

Set Up PCI Compliance with Control Scan by VikingCloud

PCI compliance: FAQ

Account Management

Credit card error messages

Payment Processing Fees

Storable Payments: 1099-K Form FAQ and Reconciliation

Storable Payments: Update Your Bank Account

PRODUCTS

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Insurance Solutions
Facility Websites
Payment Processing
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CONTACT

Storable Support
easysupport@storable.com
888-403-0665 option 4