Managing Projects and Logistics
Learn how to organize events, deliveries, and logistics with ease.
By Colin and 11 others12 authors417 articles
- How Can I Filter My Project List by Logistic Type?Learn how to use the Logistics filter in your project list to view only delivery, in-store pickup, or no-logistics projects.
- How Can I Download a Delivery Schedule for a Week?Here's how you can use your Custom Columns and the Project list Download to see a list of all of your confirmed deliveries.
- How to Add a Fuel Surcharge to a ProjectLearn how to apply gas or mileage-related fees to your delivery charges in Goodshuffle Pro.
- How Can I View All In-Store Carry-Outs and Returns for a Specific Date or Weekend?Easily filter your project list to view all in-store pickups and returns scheduled during a specific time frame.
- How Can I See the Entire Window for My Deliveries and Pickups?Learn how to view your full delivery and pickup windows using setup and strike times in Goodshuffle Pro.
- How Can I See All the Pickups I Have for My Trucks?Learn how to filter projects by upcoming logistics pickups in Goodshuffle Pro.
Project payments
Request, track, and manage deposits, balances, and refunds on your projects
- How to Enable Instant Bank Payments in Goodshuffle ProHow to turn Instant Bank Payments on for your account and override the setting on individual projects.
- What Are Instant Bank Payments and How Do They Work?An overview of Instant Bank Payments — a same-day bank transfer option that lets your clients pay quickly when standard ACH timing won't work.
- Will Payment Authorizations Complete if I Deactivate My Account?Here's what will happen if you deactivate your account with active Payment Authorizations.
- Instant Bank Payments: Fees, Limits, and EligibilityThe fees, charge limits, and project eligibility rules for Instant Bank Payments.
- Troubleshooting Instant Bank Payment FailuresWhat to check when a client can't see Instant Bank Payment at checkout or when a payment fails to go through.
- Instant Bank Payments vs. ACH: What's the Difference?A side-by-side comparison of Instant Bank Payments and standard ACH — settlement times, fees, charge limits, and when to use each.
- Will My Client Be Notified of Failed Payments?Understand when your clients are notified about failed credit card transactions in Goodshuffle Pro.
- When Will a Payment Authorization Capture Funds on a Project With a Due Balance?Here's when you can expect an Auto-Pay Authorization to process on a project with a due balance.
- When Will Payment Due Reminders Send?Learn about when Payment Due Reminders are triggered.
- What Does the Online Payment Successful Email Look Like?Here's what the client will receive when an online payment succeeds.
- If I Record a Payment, Will the Client Receive a Copy of the Receipt?Here's what will happen after when you either capture an online payment, or record an offline payment
- Send an Invoice to a ClientLearn how to create, send, and track invoices for your rental business using Goodshuffle Pro.
- What Happens When a Payment Fails?Here's what will happen when a payment fails - don't worry, there are no fees for failed payments!
- How Can I Mark a Check as 'Bounced' or 'Voided'?Here's how you can edit the amount of the offline payment to mark a check that bounced.
- How Can I Edit or Remove an Offline Payment?Here's how you can fix an overpayment on a project if there's an offline payment.
- How to Charge a Client’s Saved CardLearn how to manually charge a client’s credit card that’s already been saved to their project
- How Can My Clients Save a Card They Used for Payment?Here's how your clients can save their card to your company for future projects.
- How Can I Notify My Client When Recording Offline Payments?Here are a couple ways you can notify your client after you've recorded their Offline Payment.
- How Can I Remove or Edit Offline Payments?Learn how to remove or edit offline payments in your project if a mistake was made or if the payment method changed.
- How Can I Keep a Customer's Card 'On-File'?Here's how you can save a client's credit card information for use in future projects.
- How Can I Record a Payment via Account Credit?Here's how you can record payments made by Account Credit in Goodshuffle Pro.
- How Can I Cancel or Remove a Pre-Authorized Payment?Here's how you can cancel a scheduled and authorized auto-payment through the Billing Tab.
- How Can I Record a Payment via CheckHere’s how you can use Offline Payments to record payments through check.
- How Do I Send a Payment Reminder?Send a client a payment reminder along with a live link to make the payment!
- How Do I See if a Client Chose Auto-Pay as their Payment Method?How to tell if my client chose auto-pay on their online contract
- How to Split Up a Project’s Payment Between Multiple Payment MethodsLearn how to split a project payment between credit card, cash, check, or account credit in Goodshuffle Pro.
- Where Can I Find the Details of a Payment in Goodshuffle Pro?Learn how to locate payment details, refunds, credits, fees, and transaction history in Goodshuffle Pro’s Billing tab.
- How To Change My Payment OptionsHow to enable or disable online credit card payments, eCheck payments, and cash/check payment information.
- Capturing a Payment via Auto-PayLearn how to automatically charge a client’s card on a specific date using Auto-Pay.
- Changing the Deposit Amount in a ContractHow to change the deposit amount, payment due date, and processing fee settings in a contract.
- What Does the Billing Look Like for the Client?Make sure your clients are receiving clear, accurate billing details and payment receipts—even if they’re not logged into Goodshuffle Pro.
- How to Add Purchase Order Numbers to ProjectsLearn how you and your clients can add PO numbers to signed contracts in Goodshuffle Pro.
- Why Is There a Balance or Credit Due After a Signed and Paid Contract?The contract has been signed and paid for, but now it says they owe me money or I owe them? How do I fix this?
- Track A Project’s Billing StatusKnow exactly what the client has paid and what you're owed.
- Capture a Payment (Online or Offline)Learn how to capture or log a payment in Goodshuffle Pro, including options for online and offline payments.
- Accepting ACH/E-Check Payments/TransfersA brief explanation of the payment timeline for ACH/E-Check payments, and what to expect when a payment is 'Pending'.
- How to Use Saved and Previously Used Credit CardsLearn how to save client credit cards and when to use saved or previously used payment methods.
- How Can I See All Payments Received in a Day?Here's how you can run a Client Activity report by a specific day.
- Collect a Client’s Payment Online via Live Link Contract BillingClients can pay invoices online by following a link in their contract email. Learn how to collect payments easily with Goodshuffle Pro.
- What Happens When an ACH Payment Fails?Here is more information about what happens after a failed ACH payment.
- How can I enable or disable Buy Now, Pay Later in all Projects?Here is how you can enable or disable Buy Now, Pay Later (via Affirm) for all new projects, from your Account Settings.
- How Will an Item’s Price Be Broken Down if My Client Has Already Paid a Deposit?Learn how Goodshuffle Pro allocates payments when new items are added to a project after a client has already submitted a deposit.
- How Can I Balance an Overpaid project and Apply Those Funds to a New Project for the Same Client?Learn how you can balance an overpaid project and apply those funds toward a future project for a client.
- Apple Pay for ClientsHere's more information on how your clients can use Apple Pay for Projects.
- How Can My Clients Pay Using Google Pay?Here is how your clients can use Google Pay to pay online, in-store, or on the go.
- How Can I Create a Payment Policy With a Flexible Payment Schedule?Here is how you can create Flexible Payment Schedules in Goodshuffle Pro.
- What Scenarios Might Occur When Using a Flexible Schedule Payment Policy?Flexible Schedule installment totals can change between several scenarios. This article includes details on what they may look like.
- How Can I Create a Payment Policy With an Initial Deposit and Net Terms for the Final Balance?Learn how to set up a payment policy that includes an initial payment, or deposit, and Net terms for the final payment.
- Where Can I View Payment Timelines for My Client After Selecting a Payment Policy?Here is more information on using the "Client View" and Payment Policy within a project to view a client's payment timelines.
- How Do I Set Up Monthly Payment Options for My Clients?Here are best practices for setting up recurring payments or monthly installments.
- Will Stripe Re-Route a Refund to a Client’s Active Credit Card?Here's what happens if a client's card has changed or expired when a refund is issued through Stripe.
- How Can I Edit or Remove an Offline Refund?Learn how to make changes to offline refunds issued to your clients.
- Issuing a Refund For an Online PaymentLearn how to issue a refund via Project Billing
- How Can I Refund My Client for Items They Didn't Receive?My client never got some items, how can I issue a partial refund?
- How to Fix an Overpayment?My client accidentally paid more money than they owed for a service. How can I return the extra money?
- How Can I Record an Offline Refund?Here's how you can record a refund made through cash, check, or another offline method.
- Issuing a Refund Versus Giving Account CreditLearn the difference between issuing a client a refund and providing the client with a credit
- How Long Does an ACH Refund Take?Here's how long it will take for your client to receive an ACH refund.
- Why Do I Have to Reconnect My Bank With Plaid to Process a Refund?Review the security benefits of reconnecting your bank with Plaid for refund processing.
- How Will My International Clients See Totals and Pay Their Balances Through Goodshuffle Pro?Here's how an international client will see their quote totals if you send it as a US based vendor.
- What Would My Client See on Their Statement After a Charge Is Made?Here’s what your client will see as the estimated statement descriptor when a charge is made to their card.
- How to View Payments Received Last Year for Projects This YearYou’ll learn how to see payments received last year for projects that take place this year.
- How Can I Generate a Statement for a Customer Showing All Their Jobs?Here’s how to view and export all projects linked to a specific client or company in Goodshuffle Pro.
- How Do I Disable Online ACH (eCheck) Payments?Do you want to remove the option to pay by ACH (eCheck) for a specific event or client? Here's how to disable online ACH (eCheck) payments.
- How Do I Disable Online Credit Card Payments?Do you want to remove the option to pay by credit card for a specific event or client? Here's how to disable online credit card payments.
- How Do Refunds or Delinquent Payments Work for Buy Now, Pay Later (Via Affirm)?Learn how refunds, canceled events, and delinquent payments are handled when clients use Buy Now, Pay Later (via Affirm).
- Why Can't I Set Auto Pay for a Project?Here’s why the Auto-Pay option may be unavailable for a specific project in Goodshuffle Pro.
- What’s the Difference Between Remaining Balance and Amount Due?Understand the difference between the “Remaining Balance” and “Amount Due” and how their columns work in Goodshuffle Pro to manage payments and client billing more effectively.
- How Can I View a Summary of All Payments and Refunds on a Project?View a complete billing summary for any project, including payments received, processing fees, refunds, and outstanding balances.
- How Can I See Exactly How Much I Should Refund a Client?Here's how you can use a “Discount Service” to accurately calculate refunds and avoid creating a "Due" balance.
- What Should I Do When an Online Refund Fails?Here’s what to do if an online refund attempt doesn’t go through in Goodshuffle Pro.
- How Can I Capture a Payment Without Passing on the Fees?Here's how you can capture a payment without passing the fees if your client has already processed a payment with the fees.
- How Can I See the Payment Schedule for My Projects?Learn how to view upcoming, pre-authorized, and overdue payments in the Billing tab of your Goodshuffle Pro projects.
- What Are “Approved” Authorizations?Learn what it means when an authorization appears as “Approved” in your Billing tab.
- Common Payment Processing ErrorsLearn the most common reasons online payments fail in Goodshuffle Pro and how to help your clients resolve them quickly.
- Will Payment Authorizations Complete on Lost Projects?Find out what happens to payment authorizations when a project is marked as lost.
- What Is the Estimated Time Frame for a Refund to Process and How Long Does It Take for the Customer to Receive It?Here's how long credit and debit card refunds typically take to be processed and reflected on your client's statement.
- Why Can’t I Refund an Old ACH Payment?Here's why a refund to an ACH payment might fail and how to handle it.
- How Can my Client Pay for the Entire Amount of a Service on a Project?Here's how you can require a 100% deposit for the full balance of a service.
- How Can I See a Report of All Upcoming Payment Authorizations and When They Will Be Made?Here's how you can use Custom Columns to see all upcoming pre-authorized payments in your project list.
- How Can I See the Amount of Fees When Capturing a Payment?Here’s how to view Stripe’s payment processing fees before submitting a manual payment in Goodshuffle Pro.
- What’s the Difference Between an Online and Offline Payment?Learn the key differences between Online and Offline payments in Goodshuffle Pro, including how each method functions and is recorded.
- How Can I Record an Account Credit for a Client?Learn how to record account credits using the Notes section of a client's profile in Goodshuffle Pro.
- How to Locate Outstanding Balances, Payment Dates, and Deposit InformationLearn how to see what your client owes, how much is due now, and when future payments are expected.
- How Can I Generate and Share Billing Summaries or Contracts That Reflect Payments?Learn how to generate and share billing summaries, contracts, and invoices that reflect payments and discounts in Goodshuffle Pro. Covers printing the unsigned contract, payment records, and sending invoices, plus…
- Can I Cancel or Stop a Payment After It Has Been Initiated?Once a payment is initiated in Goodshuffle Pro, it cannot be canceled or stopped, whether ACH or credit card. Learn why payments cannot be stopped and how to issue a…
Project Settings
Learn how to manage your project settings
- How Can I Quickly See if Delivery Is Required on an Item in an Order?Learn how to use Client Visible Attributes to easily view important details like delivery requirements while building a project.
- How to Show Subtotals by Line Item Group on Quotes and InvoicesLearn how to display grouped subtotals (like Ceremony, Reception, etc.) on your client-facing documents in Goodshuffle Pro.
- How to Turn Off Cancellation Policies on ContractsLearn how to remove or hide your cancellation policy on all projects—or just individual ones.
- How to Create a New Payment Policy From Within a ProjectLearn how to build a custom payment policy directly inside an active project in Goodshuffle Pro.
- How Can I Change the Payment Options Available on a Project?Here's how you can disable/enable Credit Card or ACH Payments for specific Projects.
- How Can I Mark Taxed Items on My Invoices?Show which items are taxed on your quotes and invoices using the Line Item Tax Indicator.
- How Can I Turn Off Cash or Check Payments on a Project?Here’s how you can disable offline payment options (cash or check) for a specific project.
- How Can I Add Event Times to My Pull Sheets?Display event start and end times directly on your team’s Pull Sheets for better coordination.
- How to Hide Item Descriptions on Invoices and QuotesLearn how to hide item descriptions on client-facing documents in Goodshuffle Pro, either for a single project or by default across your account.
- Will a Crew User See ‘Day of Contact’ and Event Information?Learn how Crew Users can access event details and Day of Contact info using the Receipt of Goods and Services.
- How Can I Hide the Line Item Group Dates on My Project?Here's how you can hide the Line Item Group Dates on your projects from the project settings.
- How Can I Change the Number of Times Payment Due Notifications Are Sent?Learn how account owners and admins can adjust the frequency of payment due reminders in Goodshuffle Pro.
- How Can I Check Who Is Paying Stripe’s Fees for a Project?Here’s how to tell whether you or your client is responsible for Stripe processing fees on a specific project.
- Where Can I See Internal Project Notes?Here's where you can see internal notes for your projects.
- How Can I Remove the Attached PDF from My Quotes and Invoices?Here's how you can disable the attached PDF for your projects.
- Where Can I Add Internal Delivery Notes?Learn how to add internal delivery notes from the Contract or Fulfillment tab so they appear on your Pull Sheets.
- How Can I Show or Hide Unit Price and Quantity on My Quotes and Invoices?Learn how to hide unit prices and quantities on quotes and invoices, so clients only see total item costs.
- How Can I Show a Guest Count and Event Type on my Invoices?Learn how to include Guest Count and Event Type on your contracts and invoices in Goodshuffle Pro.
- How Can I Add Notes to a Project?Here's where you can add internal and external notes to a project.
- How Can I Change the Rental Dates for a Project?Learn how to quickly shift or update all rental dates—Line Item Groups, logistics, and hourly services—on a project in Goodshuffle Pro.
- How Can I Not Show Hidden Items When I'm Creating a Project?Learn how you can use the 'Display' options to hide hidden items.
- How to Set the Event Dates on a ProjectLearn how to select and update event start and end dates in your Goodshuffle Pro projects to keep your calendar accurate and clients informed.
- How Can I Mark the Event Type of My Projects?Learn how to set the Event Type for a project so you can track trends like weddings, corporate events, and more.
- How Can I Add Guest Count to My Projects?Here's how you can use the Project Info to add the amount of guests to your projects.
- How Can I Change the Payment Policy on a Project?Here's how you can change the payment policy on your projects on the fly.
- How Can I Create Flat Rate Deposits?Here's how you can create a Flat Rate Deposit payment policy.
- How Do I Adjust My Contract Settings?Learn how to adjust contract settings for individual projects, including item details, sales lead visibility, and accepted payment methods.
- How Can I Change the Name of the Person Sending the Quotes on My Projects?Learn how to assign or change the Sales Lead on a project so client communications come from the right team member.
- What Project and Payment Options Can I Control From My Account Settings?Learn how to control default payment methods, contract settings, and quote display options for future projects from your Account Settings.
- How Can I Disable Purchase Order Numbers for my Projects?Here's how you can disable the Purchase Order field for your future projects.
- How Can I Create Project Templates?Learn how to use the Duplicate Project feature to build reusable project templates with pre-set line item groups and services.
- How to Show or Hide Item Attributes on ContractsLearn how to customize your contracts by showing or hiding inventory item attributes such as size, color, or material.
- How Can I Hide Inventory Photos on My Contracts?Learn how to remove inventory photos from client-facing quotes and invoices in just a few clicks.
- How Can I Enable Online Payments?Enable online payments in Goodshuffle Pro so your clients can pay you quickly and securely through invoices.
- How Can I Show the Line Item Tax Indicator?Learn how to display or hide tax indicators next to each item on your client-facing contracts and invoices.
- How Can I Hide a Line Item Group’s Title?Learn how to remove the title of a Line Item Group from your client-facing contract view in Goodshuffle Pro.
- How Can I Show or Hide Client-Visible Attributes on the Contract Tab?Quickly display or hide all client-visible attributes in your contract view using the internal display settings.
Pull Sheets & Receipts
Create, customize, and download documentation for internal and external use
- How Can I Fully Move Through a Project if My Client Wants to Proceed ‘In Person’?Here's how you can create a project, print your quote, record signature, manually advance the status, and capture payments.
- How Can I Countersign a Project?Here's how you can countersign a project for a client.
- How Can I Create Projects From Before Using Goodshuffle Pro?Learn how to log past projects, contracts, and payments in Goodshuffle Pro for accurate tracking and billing.
- How Can I Change Which Picture Appears on my Pull Sheets?Here's how you can change the primary image for your items so that it'll show on your Pull Sheets.
- How Can I Create a Custom Pull Sheet?Learn how to export your project’s Pull Sheet to Excel and customize it to match your team’s preferred format.
- How Can I Print a Pull Sheet by Category?Learn how to print Pull Sheets by category or subcategory to organize gear by department.
- How to Show and Hide Item Attributes on Digital and Printed Pull SheetsLearn how to control which item attributes appear on your digital and printed pull sheets to streamline workflows for your crew and clients.
- How Can I Select Image Sizes on My Pull Sheets?Learn how to control the size of item images that display on your printed Pull Sheets in Goodshuffle Pro.
- How Do I Bulk Download Pull Sheets for Different Members of My Team?Filter your project list by team member, then use the Select Files to Download modal to bulk download pull sheets—including filtering by category and subcategory.
- How Do I Download My Project Documents?Learn how to download Contracts, Payment History, Schedules, Pull Sheets, or Receipt of Goods and Services.
- What is the Electronic Receipt of Goods and Services?Learn more about collecting digital signatures at your fingertips with Goodshuffle Pro's Electronic Receipt of Goods and Services.
- Why Don’t My Packages Show on My Pull Sheet by Item Category?Learn why custom packages appear only on Line Item Group pull sheets - not Category pull sheets - and how to choose the right view.
- How Can I Identify Custom Items on Pull Sheets?Learn how custom items are displayed separately at the end of each category on your pull sheets.
Project files
Upload and manage files attached to specific projects, like permits or diagrams
- How Can I Print an Hourly Schedule?Here's how you can access an hourly schedule for your project.
- How Can I Send a Receipt of Payment?Here's how you can send your clients a full list of all payments made on a project as a receipt.
- What Does the QR Code on the Top of My Pull Sheets Do?Learn how the QR code on pull sheets connects directly to Mobile Fulfillment in Goodshuffle Pro.
- Adding and Managing Project FilesLearn how to add images, logos, floor plans, details, and other important files into your project.
- How Can I Add Cleaning Instructions for Clients and Internal Help?Learn how to include cleaning and handling instructions for both your team and clients using Goodshuffle Pro.
- Where Can I Find a Signed Version of a Contract?Here's where you can find the signed version of a contract on a project.
Client View
Understand what your clients see and how they interact with quotes and invoices
- Where Will the Addresses Show on my Quotes and Invoices?Here's where the addresses for the contact, company, and venue will show on your quotes and invoices.
- What Happens When a Quote is Signed?Here's what will happen after your client signs a Quote.
- Where Will My Cancellation Policy Show to My Client?Here’s how your client sees your cancellation terms before signing the contract.
- How Can My Clients Print a Receipt of Payments?How Clients Can Print Receipts for Payments Made on Goodshuffle Pro Projects
- Where Does My Company Contact Information Show for Clients?Learn where your business name, phone number, email, and address appear on client-facing documents like quotes and invoices in Goodshuffle Pro.
- Will My Clients See Changes to a Quote in Real Time?Your client will see updates to their quotes immediately with the sign and pay link - here's how it looks!
- Where Will My Sales Lead Show on My Projects?Here's where your sales lead will show on your Quotes and Invoices
- How Does Project Information Appear to a Client?Learn how client-facing project details—including contact info, event location, notes, and sales lead—appear on quotes and invoices.
- How Can My Client Change How Much They Pay After Signing?Here's how your client can edit the amount that they pay online after they sign.
- Can a Client Sign a Lost Project?Here's what your client will see if they try to open a Lost project
- What Is the Client Experience?Learn how your client will view, approve, sign, and pay for a quote using Goodshuffle Pro’s Client View.
- How Can my Clients Set Up Auto Pay?Here's how your clients can easily opt-in to automatically pay the remaining balance after the deposit.
- Where Does My Signature Appear When I Send a Message to a client?Learn where your signature appears on your messages sent to clients.
- Explaining Event Insurance to Your ClientsThis article helps you confidently explain “Event Insurance” to your clients during checkout.
- What Your Client Sees When Paying Through ACHLearn what your clients will see when they choose to pay their Goodshuffle Pro invoice using ACH (bank transfer).
- How Can My Clients Remove a Pre-Authorized Payment?Here’s how your clients can cancel any auto-payments they previously authorized.
- What Will My Client See When Paying via Cash or Check?Here’s what your client will experience when selecting cash or check as their payment method.
Manage teammates
Add users, assign permissions, and manage your team’s access to Goodshuffle Pro
- How Can I Remove a Seat on My Account?Here's how you can remove any unneeded seats on your account.
- How to Invite Teammates to an Empty SeatLearn how to invite new team members to your Goodshuffle Pro account and assign them to an available seat.
- What Happens if I Remove a User and Then Add That Same User Back?Here’s how to re-invite a former teammate and what happens to their account history in Goodshuffle Pro.
- How Can I Change the User on a Seat?Here's how you can remove a user from a seat and invite your new user.
- How Can I Add Read-Only Users to My Account?Here’s how to add unlimited Read-Only Users to your Goodshuffle Pro account and what access they’ll have.
- How Can I Remove a Read-Only User from My Account?Here's how you can remove a Read-Only user from your account.
- How Can I Remove a User from my Account?If an employee is no longer with your company, you can remove them from your account by removing them from their seat.
- How to Add or Remove Teammates on a Project in Goodshuffle ProLearn how to manage team assignments on projects by adding or removing Sales and Crew Users in Goodshuffle Pro.
- What Happens When I Remove a Seat?Learn what happens when you remove a user seat, and how that affects their user status in your account.
- How Can I Upgrade a Full User to an Admin?Learn how Account Owners or Admins can promote a Full User to Admin access in Goodshuffle Pro.
- How Can I Tell When My Team Was Last Online?Here's how you can view when your team was last active in Goodshuffle Pro.
- What Happens When I Remove a User?Here’s what to expect when a team member is removed from your Goodshuffle Pro account.
- How Can I Tell Who is Added to a Project?Learn how to view which teammates are assigned to a Goodshuffle Pro project using the team panel and custom columns.
Project Reporting & Insights
View how to report on Project details and Insights
- How Can I Just See My Future Projects on My Project List?Filter your Project List to hide archived or completed projects and focus on what’s ahead.
- How Can I Print a List of All Upcoming Signed Jobs?Learn how to filter and export your signed projects into a downloadable Excel document.
- How to Mark a Project as a DonationLearn how to track donated or free events in Goodshuffle Pro using 100% discounts.
- How Can I Just See My Projects That Have a Delivery?Here’s how to filter your Project List by delivery logistics using the truck icon.
- How Can I Filter my Project List by Specific Dates?Here's how you can filter your project list by a weekend, a month, or any other specific range.
- How Can I See How Much a Salesperson Brought In During a Month?Learn how to filter your Project List to track individual sales team performance by month or custom date range.
- What Kinds of Notes Can I Include Within a Project?Learn how to add important internal or client-facing notes—and display them in your Project List.
- How Can I Sort My Projects by Client?Here's how you can use the “Client Name” Custom Column to sort your projects by client.
- How Can I See What Items Are on My Upcoming Projects?Use the “Line Items” Custom Column to quickly check which inventory items are on your upcoming projects.
- How Can I Sort My Projects by Their Start Date?Learn how to organize your Project List by the Logistics Start date so you can quickly see upcoming or past projects.
- How Can I See When My Projects Were Last Sent and Opened?Here’s how to use the “Messages” Custom Columns to track message activity on your projects.
- How Can I See Who’s Been Assigned to My Projects?Learn how to use the “Other Members” column in your Project List to see who on your team is assigned to each project.
- How Can I Sort My Projects by Event Start?Here's how you can use Custom Columns to sort your projects by Event Start.
- How Can I Filter My Projects by Project Status?Learn how to view just the projects you need—like only “Signed” or “Action Needed”—by using project status filters.
- Will My Archived Projects Update the Event Type Report on My Dashboard?Here's what happens when you edit the Event Type on an archived project.
- How Can I Download My Project List?Here's how to export your Project List to Excel so you can report on project data or schedule deliveries.
- How Can I Sort My Projects by Company?Learn how to sort your projects by company name using the Company custom column in your project list.
- How Can I Track My Costs on a Project?Here's how you can use custom columns in Goodshuffle Pro to track the profit and loss on a project across signed contracts.
- How Can I See a Total of My Jobs Before Tax?Learn how to use Custom Columns in the Project List to view pre-tax totals across your events.
- How Can I Track My Yearly Projects?Learn how to stay ahead of recurring jobs by using Tasks and project duplication to track yearly projects efficiently.
- How Can I Print a Pull Sheet for All My Projects That Are in Progress?Learn how to generate a single aggregate pull sheet for all active projects using the Select Files to Download modal, including filtering by category and subcategory.
- How Can I See When a Project Was Created?Learn how to view the original creation date of projects using the “Date Created” custom column.
- How Can I See When My Staff Created Projects?Track project creation dates and identify which team members created them using custom columns and filters.
- How Can I Tell Which of My Signed Projects Have Been Paid?Quickly learn how to view which of your signed projects have been paid or still have an outstanding balance.
- How Can I See Which of My Projects Have Delivery or In-Store Logistics?Learn how to identify whether your projects have delivery or in-store logistics using filters and icons.
- How Can I Remove My Completed Projects From My Project List?Learn how to archive completed projects in bulk to keep your project list clean and focused.
- How Can I See How Many Projects Are Going Out in a Day?Use your Google Calendar integration to quickly view all projects scheduled for a specific day.
- How Can I See When a Client First Signed a Contract?Use the “First Signed” custom column to quickly track when clients sign their contracts in Goodshuffle Pro.
- How Can I See All My Projects for a Year?Filter your Project List by date to view all events from a specific year, including archived projects.
- How Can I See Which of My Projects Have a Due Balance?Easily track projects with a due or paid balance using custom columns in your Project List.
- How Can I Download All My Invoices in a Given Period?Easily download all your signed contracts at once using your Project List and the bulk download feature.
- How Can I See the Subtotal of Products on a Project?Learn how to add a custom column in your Project List to view the total value of all products on signed contracts.
- How Can I See a Subtotal of All Custom Items on My Projects?Learn how to quickly view the subtotal of custom items in your projects using a custom column in your Project List.
- How Can I See the Subtotal of My Services on All Projects?Learn how to add a custom column to your Project List so you can easily view the total value of all services across signed projects.
- How Can I See How Much I Made in a Month?Learn how to filter your Project List and use custom columns to calculate monthly revenue in Goodshuffle Pro.
- How Can I Select Which Dates My Project List Filters By?Here's how you can adjust which dates your project list can be filtered by, including logistics, events, and contract activity.
- How Can I See the Subtotals for Products Over a Year?Here is how you can see product subtotals over a year and compare it year-by-year using the Specific Dates filter.
- How Can I Create a Report for Receivables or Revenue Due Today or Between 0–30 Days?Use Custom Columns in your Projects List to generate a report of upcoming receivables or projected revenue.
- How Can I Quickly See a Contract’s Tax TotalHere’s how to add the Contract Tax column to your Project List so you can easily view tax totals per project.
- How Can I See How Often We Deliver to a Venue?Here’s how you can see which venues or locations you’re delivering to most frequently.
- How Can I View All Projects With an In-Store Logistic?Here’s how to filter your Project List by in-store pickups and returns.
- How Can I Exclude Wishlist Submissions From My Project List?Here’s how to filter your Project List to view only projects created directly in Goodshuffle Pro.
- How Can I See All Projects That Have Been Overpaid?Here’s how to filter your Project List to view projects where clients have overpaid.
- How Can I Only See Projects That Have Been Paid in Full?Here’s how to filter your Project List to show only projects with no remaining balance.
- How Can I Filter My Project List to Show Projects With Potential Conflicts?Use the Potential Conflict Inventory Alert to quickly filter and prioritize projects that may have overlapping inventory needs.
- How Can I See Only Projects Submitted via the Website Integration?Here's how you can filter your project list to view all events submitted via your Wishlist Integration.
- How Can I See the Amount Due From My Project List?Here's how you can add the Amount Due custom column to your Project List.
- How Can I Filter My Project List by Fulfillment Status?Here's how you can filter your project list by Open or Closed fulfillment.
- How Can I Filter My Project List to Show Projects With Conflicts?Here’s how to use the Inventory Conflict filter to spot potential scheduling issues in your projects.
- Does the Dashboard Report Include Taxes?Find out if your Dashboard Sales report panel includes taxes.
- How Can I Filter My Project List to Show Projects With Subrentals?Learn how to view only the projects that include subrented items using the Subrental Inventory Alert filter.
- How Can I See My Total Amount Due on My Projects for a Specific Date Range?Learn how to filter and sum the total amount due on your projects within a specific date range in Goodshuffle Pro.
- How Can I Download a List of All My Projects for a Week?Learn how to sort your projects and download an Excel document with your selected project details.
- How Can I Filter My Sales Dashboard by Salesperson?Use the Sales Staff filter to view dashboard results by individual team members.
- How Can I See a Quarter's Expected Revenue?Here's how to use your Project list and Custom Columns to view the total value of projects within a specific quarter.
- Do Tasks Show on the Dashboard for Archived Projects?Understand whether archived project tasks appear on your Goodshuffle Pro Dashboard.
- How Can I View Our Transaction History by Date?Run a Client Activity Report to see all client payments within a selected date range.
- How Can I See All My Projects for a Company?Search your Project List by company name to view all related jobs.
- How Can I See Which of My Projects Have a Remaining Balance?Here’s how to use the “Remaining Balance” Custom Column to track what your clients still owe.
- How Can I Sort My Projects by Event Type?Use the Event Type column to sort and filter your Project List by weddings, corporate events, and more.
- Which Projects Are Included in My Sales Report on My Dashboard?Understand how project dates affect what appears in your Sales report on your Goodshuffle Pro Dashboard.
- Will Archived Projects Be Included in the Due Balances on the Dashboard?Find out whether your archived projects are factored into the Due Balances report.
- How Can I Generate a Sales Report?Learn how to view and export sales data by using filters and custom columns in your Goodshuffle Pro project list.
- How Can I Create a Monthly Billing Statement for a Client?Use the Projects List to generate a monthly billing summary for a specific client in Goodshuffle Pro.
- Will I Receive an Email When My Client Selects Auto-Pay on a Project?Here’s what you (and your client) will receive when they authorize future payments.
- How Can I Charge My Client for the Entire Balance of a Project?Learn how to require full payment upfront or adjust your payment policy in Goodshuffle Pro.
- How Can My Client Split a Payment Between Two Credit Cards?Here's how your client can split their payments between multiple credit cards.
- Why Does My Client Have to Pay the Full Balance If the Remainder Isn’t Due Yet?Understand how due dates affect what your clients see when making a payment.
- How Will Stripe's Processing and Transfer Fees Be Deducted From My Outbound Transfers?Understand how Stripe fees are handled and where to view your transfer breakdowns.
- When Can I Expect an Outbound Transfer (F.K.A. Payout) for a Payment Made on a Project?Here's when and how payments will be processed through Stripe.
- Are There Additional Fees for Refunds?Learn whether you’ll be charged additional fees when issuing refunds through Goodshuffle Pro.
- How Can I Tell if a Payment on a Project Has Been Deposited?Here's where to find the deposit information for payments on a project.
- Where Can I See How Much a Client Has Paid on My Projects, Contracts, and Invoices?Track client payments and due balances directly from your Project, Contracts, and Invoices in Goodshuffle Pro.
- How Can I Add a Credit Card Authorization Form to My Projects?Learn how to include a Credit Card Authorization form in your project quotes using Terms & Conditions.
- How Can I See Total Payments Received on Upcoming Events?See how much has been paid to date across your upcoming events in Goodshuffle Pro.
- How Can I See All My Archived Projects Within a Given Period?Learn how to filter your Project List by date and include archived projects for easy reporting and cleanup.
- What Custom Columns Should I Have on My Project List?Learn recommended custom columns to add to your Project List and how each helps you answer common business questions in Goodshuffle Pro.
- How Can I See My Client's Phone Numbers From My Project List?Here's how to add the Client Phone column to your project list so you can easily access contact information.
- How to Calculate Sales Commission for Your TeamLearn how to use your Projects List or Client Activity Report in Goodshuffle Pro to calculate sales commissions by contracts or payments.
- How Can I Run a Report Based on When My Projects Were Last Signed?Here's how you can filter your projects by the last date they were signed to view sales over a specific time frame.
- How Can I Generate a List of All the Venues I Have Worked at Within a Specific Date Range?Easily create a report of all the venues your company has worked with by using custom columns and date filters in your Project List.
- How Can I Report on the Performance of My Sales Offices?Here’s how you can use the “Sales Office” filter to report on the performance of your different sales offices.
- How Can I See When My Quotes Were Last Sent to a Client?Learn how to add and use the “Last Quote Sent” column in your Project List to track quote activity.
- How Can I See How Much Was Charged for Delivery in a Given Period?Here's how you can use the Custom Columns and Specific Dates to found out how much you charged for delivery in a given month.
- How Can I Download a Sales Report by a Teammate or Sales Lead?Create sales reports per teammate to track performance based on net paid, contract totals, and remaining balance.
- How Can I See the Subtotal for Deliveries on My Projects?Here's how to use the "Logistics Subtotal (Signed)" Custom Column to quickly see how much you've charged for deliveries across your projects.
- How Can I See the Total of All Discounts Given Within a Period?Here's how to use the "Discount Subtotal (Signed)" Custom Column to view all discounts across your projects within a selected time frame.
- How Can I See Projects That Have Been Paid but Not Signed?Here's how you can use the Net Paid and Remaining Balance custom columns to see all projects that have had payments applied to them.
- How Can I See My Project Totals for a Given Period?Here's how to use Custom Columns and filters to view project totals by month or other date ranges.
- How can I see contract totals for a client over a year?Here’s how you can use your Custom Columns to see the project totals for a specific client in a year.
- How Can I See Contract Totals by Client?Here's how you can generate a report using Custom Columns, the Project List download, and Google Sheets.
- How Can I See Total Sales for a Specific City?Here’s how you can customize your project list to quickly generate contract totals for a specific city.
- How Can I See My Percent of Conversions?The easiest way to find your percent of conversions is through your Project List and a quick bit of math.
- How Can I See Which Projects an Item Was Damaged On?Learn how to use the item detail panel to view all projects where an item has been marked as a set aside, such as for damage or cleaning.
- How Can I See All the Projects and Their Statuses for a Client?Learn how to view every project for a specific client and quickly scan their status, financials, and more—all from your Project List.
- How Can I See All Projects That Were Delivered in a Year?Here's how you can use the project list Custom Columns and filters to view all projects delivered in a specific year.
- How Do I See All My Projects That Are Ending in a Week?Add the “Logistics End” column to your Project List to plan pickups and pull sheets for upcoming returns.
- How Can I See All My Projects That Were Signed in the Last Two Weeks?Use the “Last Signed” date filter to find projects recently signed by clients.
- How Can I See All the Deliveries I Have Coming Up?Here’s how you can filter your projects by the date you’ll be dropping off your items.
- How Can I See a Report of All Projects for a Client With an Open Balance?Here's how to use Custom Columns and filters to view all projects for a specific client that still has a due balance.
- How Can I See a Report of My Contract Subtotals by Event Start?Here's how to use custom columns and event start filters to report on signed contract totals by month or date range.
- How Can I See a Report on My Lost Projects?Here's how to use filters and custom columns in your Project List to analyze lost project totals.
- How Can I Download a List of the Email Addresses on My Projects?Here's how to use the “Client Email” Custom Column to download your clients' email addresses.
- How Do I Download All Invoices for a Specific Client?How to download invoices related to a specific client, business, or venue.
- How to Check If a Project Synced to Google Calendar and QuickBooks OnlineSee when your project synced to Google Calendar and QuickBooks Online, manually sync it, and control Auto-Sync settings.
- Where Can I and My Clients See Project Information in Emails?This article shows you where you can quickly find Project Information in emails after customizing the Subject Line.
- How Can I Track Staff Commissions on Rental Items?Use Custom Columns to separate rental and purchase revenue for commission calculations.
- How Will the Changes to My Line Items Be Tracked in the Project Logs?Here's where you can see all the details of changes made to your line items in the Project Logs
- How Can I Report on the Top Cities I've Worked With?Here's how you can easily use your Project List and a quick Pivot Table to instantly identify your most profitable cities and zip codes.
Creating and Managing Projects
Step-by-step instructions to build new projects and proposals
- How to Copy and Paste Line Items and Packages on a ContractCopy a single line item, a whole package, or a batch of selected items and paste them elsewhere in the same contract.
- How to Bulk Edit Quantities on Multiple Line ItemsSet the same quantity across multiple selected line items in one step using the Bulk Edit Line Items modal.
- How to Edit Line Item Quantities Inline on a ContractQuickly update a line item's quantity directly from the contract — no need to open the edit panel for every change.
- How Can I Edit the Price of an Item on a Project?Learn how to assign specific pricing to an item on a project.
- How Can I Send My Client Multiple Options for Their Quotes?Here’s how to show different rental or service options using Line Item Groups and the Live Link.
- How Can I Discount a Project?Here's how you can add a discount to your projects.
- How Can I Change the Company on a Project?Learn how to update or replace a company or organization on a project in Goodshuffle Pro when a contact is working with a different client.
- How Can I Create a Retainer Quote?Here's how you can record an inquiry or retainer quote for your clients.
- How Can I Add Notes to my Items on a Project?Learn how to attach internal or external notes to inventory items directly within a project so your team and/or client sees the right information.
- What is the Project Timeline?Learn how the timeline bar helps you track logistics, event phases, and potential conflicts in Goodshuffle Pro.
- Can I Create a New Client on a Project?Learn how to quickly add a brand-new client profile directly from a project in Goodshuffle Pro.
- How Can I Create a New Company from a Project?Learn how to add a new company or business contact directly from a Goodshuffle Pro project.
- Where Can I See Client-Facing Project Notes?Learn how to view and manage external notes that appear on quotes, receipts, and Google Calendar events in Goodshuffle Pro.
- How to Preview a Contract as a ClientLearn how to preview a contract in Client View so you can see exactly what your client will see.
- Create a Line Item Group on a ContractLearn how to group items on a contract by room, event time, or rental period to keep your projects organized and accurate.
- Add Delivery or In-Store Carryout / Return Logistics to ProjectsHow to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.
- Add Inventory to a ContractAdd your inventory items or create custom items and packages on the fly in projects.
- Add Additional Fields to ContractsLearn how to include a Day of Contact and both internal and client-facing notes on your Goodshuffle Pro contracts to streamline communication and clarity.
- How Can I Process 'Terminal' Transactions?This article will show you how to quickly charge and track in-person sales using project templates in Goodshuffle Pro.
- Add a Client to a ContractHow to add the contact you'll be sending the contract and other communications to.
- Add a Venue to a ProjectLearn how to add an event location using either your saved venues or a Google search.ing google maps to create a new venue.
- How Can I Just View Complete Packages, Not Individual Items When Adding to a Project?Learn how to filter when building a quote to only see Packages.
- How Do Conflicts Work With Unsigned Changes?Learn how Goodshuffle Pro handles inventory conflicts when a project has Unsigned Changes.
- How Can I View Notes on My Projects Tab?Here’s how you can use Custom Columns to view internal or external notes across your projects.
- How Can I Rename an Item on an Order?Learn how to update the name of your items on specific orders.
- How Do I Create Custom Floral Recipes in Goodshuffle Pro?Heres how you can build a custom wedding bouquet on an order using your inventory items.
- Creating and Converting Custom ItemsHow to add custom, non-inventory items to a contract upon client request—and how to convert them into inventory items when needed.
- How to Show Optional Items With Pricing on Client InvoicesLearn how to present optional items on client invoices with visible pricing—without adding them to the total unless selected.
- How Can I Adjust the Quantities on an Order?Here's how you can change the number of items included in a project.
- How Can I Add Inventory Items to an Existing Package?Here's how you can add your inventory to an existing package on your projects.
- How Can I Change the Pricing Structure of an Item on a Project?Learn how you can quickly change an item from a daily rate to a flat rate on your projects.
- How Can I Hide or Remove Multiple Items on a Contract?Here's how you can bulk hide or remove items from a quote or invoice.
- How Can I Charge My Clients for Extra Rental Days?Here's how you can extend the Line Item Group dates to charge your client for additional days.
- How Can I Edit Logistics on a Project?Learn how to update delivery details such as time, date, or venue on a project in Goodshuffle Pro
- How Can I Remove an Item from a Project?Here’s how to delete an item from a quote or contract in Goodshuffle Pro.
- How Can I Change the Order of Images on a Custom Item?Easily drag and drop images on your Custom Items in Goodshuffle Pro.
- How Can I Add Services to a Project?Here's how you can add services to a project.
- How Can I Remove the Price Override on an Item?Here's how you can remove the overridden price on an item and revert it to the calculated rate.
- Everything You Need to Know About Archiving Projects in Goodshuffle ProLearn when, why, and how to archive projects—including bulk options, common roadblocks, and the difference between archiving and closing fulfillment.
- How Can I Select a Different Set of Terms and Conditions on a Project?Here’s how to apply a different Terms and Conditions template to a project in Goodshuffle Pro.
- How Can I Bulk Delete Projects on my Account?Here’s how you can bulk delete projects from your Goodshuffle Pro account.
- How Do Contract-Level Discounts Impact Taxes?A quick view of how discounts affect the tax charged on your items.
- How to Cancel a Project in Goodshuffle ProLearn how to cancel a project in Goodshuffle Pro by marking it as Lost or applying a discount when keeping deposits.
- How Can I Reschedule an Order?Here's how you can reschedule an event.
- How Do I Change the Pickup or Drop-Off Date/Time on a Project?Here's how you can quickly edit logistics on your project.
- How Can I Unmark a Project as Lost?Here’s how to recover a project that was accidentally marked as “Lost.”
- How Can I Duplicate a Project?Learn how to duplicate a project to create a new one with the same/similar information.
- How Can I Change the Invoice Date on a Project?Here’s how to adjust the invoice date your client sees on their PDF invoices.
- Why Can’t I Mark a Project as Lost?Here’s why you may not be able to mark a project as “Lost” and how to fix it.
- How Can I Unarchive a Project?Learn how you can move a project from your Archived folder to your Open projects.
- How Can I Duplicate a Line Item Group?Learn how to quickly duplicate Line Item Groups in Goodshuffle Pro to save time when repeating rentals.
- Can I Move a Project Status Backwards?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
- How Can I Rename a Project?Easily update a project’s name from the default client and venue format to something more specific or customized.
- Can I Manually Change a Project’s Status?Here's how you can manually move a project from New Project all the way to Contract Signed.
- How to Delete a ProjectLearn how to delete an unsigned project in Goodshuffle Pro
- How Can I Edit or Remove a Discount on a Project?Here’s how you can adjust or remove a project-level discount in Goodshuffle Pro.
- How Can I Search for a Project by Location?Learn how you can search and filter your project list by address, city, or venue.
- How Can I Find a Project for an Old or Removed Address?Learn how you can pull up any projects for and old or removed sales office address.
- How Can I Search for Multiple Project Numbers at Once?Learn how to quickly look up multiple project IDs at once in Goodshuffle Pro’s Project List view using comma-separated searches.
- How to Find ProjectsFind any project fast by searching the Projects List by project name, number, venue, or client—now with Exact and Query search modes.
- Where Can I Find the Project ID Number?Here's where you can find the project ID number in Goodshuffle Pro.
- How Can I Scroll Through My Upcoming Projects on My Dashboard?Here’s how to view upcoming projects in your dashboard timeline.
- How Can I Find a Project by my Client's Phone Number?Here's how you can search your project list by a contact's phone number.
- How Can I Find a Project by Invoice Number?Here's how you can use the invoice number on a project to find it in your project list
- What Does Each Contract Status Mean?The definition of each color-coded contract status and how to manage/change them.
- What Do the Different Project Status Colors Mean?Learn what each project status means in Goodshuffle Pro and how to use them effectively.
- How Can I See Who Works With a Company?Here's how you can quickly see all employees that work with a company.
- How Can I Add a Project Coordinator Across Multiple Projects with Different Clients?Learn how to assign a coordinator to handle multiple client projects while still tracking each client’s information in Goodshuffle Pro.
- How Can I Change the Phone Number and Email Address Featured on My Quotes and Invoices?Here’s how to control what contact info appears at the bottom of your client-facing documents.
- Add Multiple Contacts to a ProjectLearn how to send quotes and invoices to multiple people on a single project in Goodshuffle Pro.
- How Can I Change the Client on an Order?Here's how you can remove or replace a client on an order.
- How to Select a Sales Office for a ProjectHere's how you can select a specific Sales Office for your projects.
- How Can I Choose Which Location My Client Will Pickup/Drop-Off their Items From?Here's how you can choose which of your locations your client will use for their in-store pickups and drop-offs.
- How Do I Add Specific Locations to a Venue?Whether you’re delivering to a specific room or to multiple locations within a Venue, we have you covered.
- How Can I Send My Client a Voided Invoice?Here’s how to mark a project as voided so your client knows not to sign or pay it.
- How to See Client Phone Numbers in Your Project ListLearn how to add the “Client Phone” column to your Project List so you can quickly access contact numbers.
- How Do I Edit a Signed Contract?How to edit a signed contract, push those edits to Fulfillment (if you like), and move the contract from red, back to green.
- How Can My Teammate Just See the Projects I've Added Them To?Learn how to let your teammates—like warehouse managers or florists—view only the projects they've been assigned to.
- How Can I Move Items on a Project?Learn how to reorder rental items, packages, and line item groups in your Goodshuffle Pro project contracts using drag-and-drop tools.
- How Can I Edit a Venue’s Address on a Project?Here's how you can adjust a venue's details while working inside a project.
- How Can I Tag My Projects to Track Lead Status or Referral Source?Here's how to track a custom tag/property per project by using the Internal Notes Section.
- How Can I Replace a Client on a Project?Learn how to remove and replace a client on a project in Goodshuffle Pro.
- How Do I Collapse Line Item Groups?Sometimes it’s helpful to collapse line item groups to reorder or clean up your project view.
- Send Updated Invoices Without Requiring New SignaturesLearn how to quickly send an updated invoice for project changes without needing a new client signature.
- Taking Reservations In PersonLearn how to take in-person reservations without needing to send an email.
- How Can I Hide an Item on a Project?Here's how you can hide an item on a project so your client won't see and won't be charged for them.
- Track Offline ProjectsShould I enter projects I already had before I got Goodshuffle Pro? What about handshake deals? (answer: Yes!)
- How Can I Use a New Client’s Address as the Venue?Here's how you can create a new contact from within a project and use their address as a venue.
- How to Ensure Canadian Addresses Are Entered Correctly in Goodshuffle ProLearn how to properly enter Canadian addresses in Goodshuffle Pro to avoid location errors and ensure smooth project setup.
- How Can I Add a Multi-Day Discount to Items on a Project?Here’s how to apply discounts to items rented beyond the first day using Line Item Groups.
- How to Use the Pipe and Drape Builder Within a ProjectLearn how to use the Pipe and Drape Builder in Goodshuffle Pro to calculate needed components based on your event dimensions.
Project taxes
Manage taxes on your projects
- How Can I Change the Tax Applied to an Item on a Project?Easily update tax types for individual inventory items on a per-project basis in Goodshuffle Pro.
- Why Is Goodshuffle Pro Asking Me to Select a 0% Tax Rate Reason?Learn why you’re required to choose a reason when applying a 0% tax rate to a project.
- How Can I Override Tax on a Project?Here's how you can override tax on a project.
- How to Remove Taxes From a Signed ContractLearn how to override taxes for a signed contract in Goodshuffle Pro when a client is tax exempt or purchasing for resale.
- How Can I Recalculate Taxes on a Project?Here's how you can recalculate taxes on your project
- How Can I See the Taxes Applied Per Line Item on a Project?Here's how you can toggle making taxes visible from a vendor view on your project.
- Best Practice for Canadian Vendors With Tax-Exempt ClientsThis article will walk you through the steps to take as a Canadian Vendor when working with Tax Exempt Clients.
- How Can I View the Taxable Area on a Project?Learn How to Identify the Taxable Area Assigned to Your Project
- How Can I Move a Project From Tax Resale to Tax Exempt?This article is a guide to adjust your project from Tax Resale to Tax Exempt.
- Applying Taxes to Inventory and Custom ItemsLearn how to apply tax types to inventory and custom items so tax rates are automatically calculated on contracts in Goodshuffle Pro.
- How Can I Bulk Edit Taxes in a Project?Quickly apply, remove, or change taxes for Line Item Groups and Logistics at once using bulk tax editing in Goodshuffle Pro.
- Why Are My Taxes Missing or Incorrect on a Project?Troubleshoot tax issues in Goodshuffle Pro: taxes not appearing, a 0% or wrong rate, or too many rates. Covers tax types on items, venue location and boundaries, logistics, and how…
Warehouse & Order Fulfillment
Manage pulling, prepping, loading, and checking in gear to keep orders accurate and on track
- Where Can I View Deliveries on My Pull Sheets?Learn how delivery logistics appear on your pull sheets in Goodshuffle Pro.
- Why Did Goodshuffle Pro Automatically Check My Inventory Items Back In?Here’s why inventory items are automatically marked as “checked in” once a project ends.
- Where Can My Crew See Client Information?Learn where Crew Users can view client contact info, such as name and phone number, from pull sheets, routes, and the project page.
- How Can My Crew Users See the Delivery Times for the Logistics on Their Phones?Learn how Crew Users can view logistics delivery and pickup times using their mobile device.
- How Can I See the Pickup or Drop-Off Times on a Project on a Mobile Device?Easily access delivery and pickup times from any mobile device with Goodshuffle Pro.
- How Can I Tell Which Items Have Been Added or Removed from a Signed Contract?Here's how you can identify items that have been added or removed from a signed project.
- How Can I Add Project Notes from Fulfillment?Learn how to add internal notes from the Fulfillment tab and display them on Pull Sheets for your crew.
- What is Fulfillment?This is where you can add notes, additional items, use the digital pull sheets, and receive items back into your inventory or mark damages
- Can I Add Items Without Charging the Client, but Still List These Items on Pull Sheets?Learn how to add items to your pull sheets in Fulfillment without showing or charging the client.
- How Can I Send My Client an Invoice Without an Item?Here's how you can remove an item from an invoice and then send it back to your client.
- How Can I See All My Subrentals on a Project?Here's how you can identify all the subrentals on a project's pull sheet.
- How Can I Select Which Pooled Items Are Added to a Project?Here's how you can control which items in a Pool are added to your projects.
- View a Project's Activity LogHow to see what changes were made to a project, when the changes were made, and which team member made them.
- How to Turn On or Off Your Digital Pull SheetHow to enable and disable a digital checklist for your warehouse or events execution team.
- How Can I Create a TBD Time for My In-Store Logistics?Learn how to mark In-Store logistics with a “TBD” (To Be Determined) time for greater flexibility.
- How Can I Print One Pull Sheet for All My Items Going Out in a Given Period?Learn how to bulk download an Aggregate Pull Sheet for multiple projects in a specific date range — including filtering by category and subcategory, grouping, and format options.
- How Can I Customize My Digital Pull Sheet Stages?You can label your digital fulfillment checklists however you like! Learn how to control the titles within your admin's account settings.
- How to Use the Digital Pull SheetsLearn how to use and customize Digital Pull Sheets in the Fulfillment tab to track gear status from pulled to packed to loaded.
- How to Open or Close FulfillmentLearn how to mark Fulfillment as open or closed to track your team’s progress during prep, delivery, and returns.
- What Items Can and Can't Be Checked In?Learn which items can be checked in during Fulfillment
- How Do I Check In Inventory Items?Learn how to mark inventory items as returned (or not!) and check in gear early in Goodshuffle Pro.
- Fulfillment Sync - Why Didn't My Items Automatically Go To Fulfillment?Learn why changes to signed contracts don’t always appear in Fulfillment, how to push unsigned updates manually, and add internal only items
- Printing Pull SheetsHow to print a pull sheet or save it as a PDF from the Fulfillment page of a project
- What to Do With a Project or Event After It Is FinishedHow to archive a completed project or event after it has happened.
- How to Add Photos for Fulfillment Only (Not on Client Quote)Learn how to display item photos for your team in Fulfillment while keeping them hidden from the client on quotes and invoices.
- Getting Started with Mobile FulfillmentLearn how to use Mobile Fulfillment and access the Link Tree to easily view and update fulfillment statuses from any device.
- When Should I Close the Fulfillment Status?Best practices for closing the Fulfillment Status and wrapping up a project in Goodshuffle Pro.