Generating and downloading contract PDFs is available on all Goodshuffle Pro Plans. In-project printing (the print option inside a project) is available on Standard Plans and above.
When managing billing and payment records in Goodshuffle Pro, you may need to generate and share documents that accurately reflect payments. Below are the steps to create and share these documents effectively.
Generating a Full Billing Summary
There are a few ways to produce a billing summary that includes payments. The right path depends on your plan and whether you want to share the document directly or have your client access it.
Print the unsigned contract (Standard Plans and above):
Open the project and go up to the Print option.
Print the "Contract (Unsigned)" PDF.
Scroll to the last page to see the billing summary, which shows the amount paid and the remaining balance.
Print the payment record (Standard Plans and above):
Open the project and go up to the Print option.
Print the payment record and send it to your client.
Send the invoice to your client (all Plans):
Send the invoice to your client as you normally would.
The last page of the invoice includes the full billing summary with the payments that have been made, which the client can view and print on their end.
Your client can also view the invoice online by clicking "View Invoice" from the email you send. In the online view, they will see the payment record in the bottom right corner under "Payment History," including any offline payments made alongside credit card payments.
Note: The online invoice view does not break down the fees. For a full fee breakdown, look to the last page of the invoice PDF you sent. Make sure the PDF is included so this is available to your client.
Each of these methods ensures the document reflects all payments and discounts applied to the project.
Reflecting Offline Payments in Contracts
First, record the offline payment in the project's Billing tab under the Payments section. Then follow the steps for your plan below.
Before you start (all Plans): For payments to appear on the document you send, the contract PDF must be included. In the project's Settings under Contract Settings, check the box to include the PDF.
Standard Plans and above:
Send the invoice to your client after payment has been made, including the PDF, so the recorded payments appear on the document.
To share the payment record on its own, go up to the Print option and print the payment history record, then send that to your client.
Lite Plan:
On the Lite Plan, use one of these options:
Send the invoice to your client after a payment is recorded with the PDF included. After payments are recorded, they will appear on the last page of the invoice, which the client can view and print.
Download the contract from the Projects list and send it. The payment will appear on the last page of the contract.
Note: On the Lite Plan, the downloadable contract PDF will only show a payment in one specific scenario: the client signs the contract, makes a payment, the contract is then updated, and the client signs the new version. In that case, the initial payment will appear on the last page of the contract file.
Note: Signed contract PDFs do not update to reflect new payments. Always use the unsigned version, the invoice, or the methods above for accurate payment details.
Plan Differences at a Glance
All Plans: Send the invoice to your client (with the contract PDF included in Contract Settings) to share a billing summary that reflects payments. The last page of the invoice includes the payments made.
Standard Plans and Above: Print the unsigned contract or the payment history record directly within the project using the in-project Print option, in addition to the invoice method above.
Lite Plan: The in-project Print option is not available. Send the invoice or download the contract from the Projects list to share payment details, with the payment appearing on the last page.
Additional Notes
Ensure that all payments are recorded accurately in the Billing tab to reflect the correct totals in the generated documents.
To confirm which plan you are on, go to Account > Subscription and check the plan name listed there.
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