How Can I See a Report of All Upcoming Payment Authorizations and When They Will Be Made?

This feature is available on all Goodshuffle Pro Plans.

Keeping track of when client payments are pre-authorized helps you stay ahead on cash flow and avoid surprises.

Step-by-Step Instructions

Go to your “Projects” page.
Click “Manage Layout”
Add the following Custom Columns:
- “Pre-Authorized Amount”
- “Full Payment Due Date”

You’ll now see which projects have a payment authorization scheduled and when those funds will be collected.

Pro Tip:
Look at the Totals footer under the “Pre-Authorized Amount” column to see the total amount pending across all visible projects.

Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!