This feature is available on all Goodshuffle Pro Plans.
If you notice there is an outstanding balance or credit after your client has signed your contract and provided payment, it is most likely caused by an additional change in the contract. In other words, a client could have added or removed an item after signing and paying.
For example: let's say a client paid for your contract a week ago but realized they will need additional tables for more guests. The client will now owe you extra money for the change.
The status bar will turn red identifying there are Unassigned Changes. You will see the amount owed due to unassigned changed at the bottom of your project:
What do I do?
There are a couple methods you can use to fix this issue
Method 1: Arrange an offline payment with the client. You may collect the money in any form you and the client decide on and record the offline payment in Goodshuffle.
Method 2: Provide the client with a refund or credit (if items/services were removed).
To learn the difference between a refund and account credit click here.
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!