This feature is available on all Goodshuffle Pro Plans.
Account Owners and Admins (Full Users) can create a Net Payment Policy from within a project. Changes to payment policies, such as enabling processing fees to be paid by the client, will only apply to new projects created after the change. Existing projects will retain their original payment policy unless manually updated.
Follow the steps below to get started:
Impact of Policy Changes on Projects
When you enable or change the automatic processing fee settings in Goodshuffle, it’s important to note:
New Projects: Changes to payment policies only apply to new projects created after the change.
Existing Projects: Projects created before the change retain their original payment policy unless manually updated.
Navigate to the project
Scroll down to the 'Payment Policy' section, click 'Change', and then click 'Create'
Name the payment policy. You can use the 'Auto-Generate Label' feature or use a custom name.
Select 'After Event (Net)' from the 'Final Payment' section
Change the 'Full Payment Due' section to the desired number of days after the event
Check the box for 'Credit Card' and/or 'ACH' if you want to pass the processing fees on to your client. By selecting this option, the processing fees will be added to the client’s total at checkout, ensuring transparency and aligning with your business strategy.
Click 'Create Payment Policy'
You can now add this payment policy to other projects.
Best Practices for Managing Processing Fees
Plan Ahead: Decide whether you want to absorb processing fees or pass them on to clients before creating new projects.
Communicate Clearly: Inform clients about how processing fees will be handled to avoid confusion.
Review Policies Regularly: Periodically review and update your payment policies to ensure they align with your business goals and client expectations.
Need Additional Support?
Click the blue chat bubble in the bottom-right corner of your screen to message our support team—we’re happy to help!