This feature is available on all Goodshuffle Pro Plans.
Want to send an Upcoming Payment Reminder?
To send a payment reminder to a client it is as simple as clicking the blue "Send To Client" button in the upper right-hand side of a project. Alternatively, you can enable automated payment reminders for seamless notification management. Automated reminders can be set up in the Project Settings under the Payment Due Reminders section.
If your client has already signed and you just want them to pay, then you will want to re-send the invoice. This will NOT make them re-sign as you are sending them a digital contract with the signature already on it. By re-sending the invoice you are giving your client the link where they can pay instantly online. Simply click the blue "Send To Client" button to re-send the signed invoice.
Automated reminders are ideal for ensuring timely notifications without manual intervention, while manual re-sending is useful for personalized follow-ups or specific payment scenarios.
(Note: you can change what the email says like "Hi there! Just wanted to remind you that we are awaiting payment before we process and prep your rental. You can pay online here... Thanks!")
Automated Payment Reminders
Goodshuffle offers system-generated payment due reminders that can be enabled for seamless notification management. Follow these steps to set up and manage automated reminders:
Enabling Payment Due Reminders
Navigate to Project Settings in your Goodshuffle account.
Locate the Payment Due Reminders section.
Toggle the reminders to "On" to enable them for all new projects. Ensure that payment due notifications are also enabled in the Notifications section.
For projects created before enabling this setting, open each project’s settings and manually toggle the reminders on.
Understanding Email Automations vs. Notifications
Payment due reminders are system-generated notifications and are not part of the Email Automations section. To manage these reminders, use the Payment Due Reminders settings under each project.
No additional steps are required in Email Automations for payment reminders to work. Once enabled, reminders will send automatically based on your payment policy.
Once the Client receives that email with the linked invoice, they will see something like this:
Clicking on the "View Invoice" Button will bring them DIRECTLY to the Payments page (so they will not need to re-sign if they have already signed the contract and no new changes have been added):
On the Payments page, the amount that is due will show at the top. A breakdown of the contract total, processing fees, and remaining balance is shown below. All of these numbers are automatically calculated and updated every time a payment is made. This means the client never has to do any calculations themselves and the amount will change instantly both in the client's view and on Goodshuffle Pro as soon as any payment is made. Partial or full.
If the client scrolls down further on the same page, they will see the contract itself with another breakdown of payments at the bottom. This one shows how much they have already paid as well as subtotal and taxes.:
Clients can pay by check, e-check, cash, credit card, or any other means of payment. As long as the information gets into the system, all the billing and payment information will automatically recalculate and update!
Check out this article for how to input "Offline payments" (cash, check, etc.) into Goodshuffle Pro.
Need Additional Support?
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