This feature is available on all Goodshuffle Pro Plans.
What’s the Difference Between Online and Offline Payment Capture?
You can capture a client’s payment in two ways:
Online: Automatically charge a stored card that your client previously authorized.
Offline Payments: Record payments made outside the system—such as cash, checks, or transactions run through another point-of-sale (POS) terminal. These do not process any funds but help you keep accurate records in the project.
⚠️ Goodshuffle Pro Lite Users:
Lite users can’t record payments until the client provides at least one online signature.
How to Capture an Online Payment
Open the project you want to collect payment for.
Go to the "Billing" tab.
Click "Capture Payment".
If your client has authorized a card, select it and click "Process Payment".
💡 Pro Tip: Only cards previously authorized by the client will appear here.
How to Record an Offline Payment
Recording offline payments helps you accurately track any payments collected outside of Goodshuffle Pro. This includes:
Cash or check payments
Payments processed through another point-of-sale (POS) system
Bank transfers or other manual payment methods
To record an offline payment:
Open the project in question.
Go to the "Billing" tab.
Click "Record Offline Payment."
Choose the Payment Method.
Enter the payment details (e.g., amount, notes).
Click "Save Payment Record" to save it to the project.
💡 Tip: Offline payments are for record-keeping only. They do not trigger any card processing or move funds.
Keep in mind: All manually entered payment methods are available for additional charges for this project. Please ensure you have client approval to charge this card. Manual payments do not use client authorization and, as a result, are subject to dispute. Chargebacks will incur a fee.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!