Once you send a client a contract, they’ll have the option to pay online via credit card or e-check.
Once payment is completed, you and your client will both receive an email confirmation for Card payments. For ACH or e-check payments, you will receive an email confirmation after they have been successfully charged, not at the time of submission. You can also view all the information regarding successful payments under the “Billing” tab of the contract.
If a client reports seeing a charge on their bank statement but you don't see a payment listed under the 'Billing' tab for the project, please contact our team through chat for assistance.
If your client agrees to keep a card on file for autopay, there will be a checkmark next to their outstanding balance and no further action will be required from you. If they do not agree to keep a card on file for autopay, there will be no checkmark by their remaining balance.
Goodshuffle Pro will automatically email them on your behalf when the remaining balance is due with the option to pay through the system again. You’ll only need to take action if they do not pay and you receive the overdue alert (both via the system and via email).
For a quick review of the different ways to accept and record payments with Goodshuffle Pro, check out the video below.