This feature is available on all Goodshuffle Pro Plans.
If you’ve negotiated special payment terms or discounts with a client, you can assign those settings directly to their profile in your Directory. This way, they’ll automatically apply each time you create a new project with them.
How to Assign a Payment Policy
Go to your “Directory”.
Search for and click on the contact you want to edit.
In the contact popup, click the edit (pencil) icon in the top-right corner.
Scroll to the “Billing & Payment Settings” section.
Customize the Payment Terms by clicking an option in the drop-down menu
You can also set custom policies for the following here:
Tax rate
Discount
Terms & Conditions
Click “Save.”
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!