This feature is available on all Goodshuffle Pro Plans.
Changing the Payment Policy on a Project
Full Users can change the payment policy on a project by clicking "Change" and selecting the new payment policy. Click "Save" to ensure the policy updates on the project:
Note: On a signed contract, you'll want to first click on "Edit Signed Contract".
Edited a payment policy in Account Settings and the project still shows the old terms? Changes to a policy in settings apply to projects created after the change. To pull the updated terms into an existing project, click "Change" next to Payment Policy, select the same policy again and click "Save". The project will refresh to the new schedule. On a signed contract, click "Edit Signed Contract" first.
Creating a New Payment Policy in a Project
Account Owners and Admins can create payment policies in a project or within their Account Settings. You can learn more about Admin user permissions and how to request them here.
Navigate to the "Payment Policy" at the bottom left of the project. Click "Change" and then select "New Payment Policy".
You can then create a new payment policy. Click the links below to learn more about custom payment policies:
After clicking "Create Payment Policy", you will see the new payment policy listed on the project:
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