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Capturing a Payment via Auto-Pay

Learn how to automatically charge a client’s card on a specific date using Auto-Pay.

Alison Panza avatar
Written by Alison Panza
Updated this week

This feature is available on all Goodshuffle Pro Plans.

Step 1: Open the Project and Go to Billing

Navigate to the project where you'd like to set up the payment.

Then go to the “Billing” tab and click “Capture Payment.”

If you’re using Goodshuffle Pro Lite, you must capture an online signature from the client before the payment can be processed.

  • The “Auto-Pay” option will only succeed after the client has signed the contract.

Step 2: Choose Auto-Pay and Enter Payment Info

When the Capture Payment window opens:

  • Select the “Auto-Pay” option.

  • Enter the client's credit card details.

  • Choose the date you'd like the payment to be processed.

  • Click “Process Payment.”

What Happens Next?

Once scheduled, the payment will automatically be charged on the date you selected.

You can always view the payment status in the Billing tab of the project.


Important Notes About Manual Auto-Pay

Be sure to get client approval before charging their card.

  • Manually entered payment methods can be reused for additional charges within the same project.

  • Manual payments do not use client authorization, which means they are more vulnerable to disputes.

  • Chargebacks may result in a processing fee.


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