This feature is available on all Goodshuffle Pro Plans.
If a client has paid too much for one project but has another on the horizon, you can apply the excess funds to their future project as an account credit.
Follow the steps below to get started:
Record an offline refund in the overpaid project
Record an offline payment in the new project
To help stay organized, you can add notes to both the offline refund and the offline payment to indicate where the funds are coming from. The benefit of offline refunds is that they will balance the project in Goodshuffle Pro without returning any money to the client.
If you would rather not issue the refund, you can issue a discount on the overpaid project. However, applying a discount to an overpaid project increases the overpayment because it lowers the contract total further below the amount already paid. To resolve this, you can:
Add a Positive Line Item: Add a fee or service charge equal to the overpayment amount. This adjustment increases the contract total to match the amount already collected, resulting in a $0 balance.
Issue a Refund: Refund the overpayment amount from the billing tab. This ensures the collected amount matches the current (lower) contract total. Learn more here.
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