This feature is available on all Goodshuffle Pro Plans.
Option 1: Cancel Without Keeping Payments
If no payments were made (or you’re not keeping any payments):
Open the project.
Click the project’s status at the top.
Select Lost.
⚠️ Best Practice: Remove any pre-authorized payments first to avoid accidental charges if the client later decides to move forward.
When clients try to open a Lost project, they’ll be notified that the event has been canceled.
Option 2: Cancel but Keep Payments (e.g., Deposit)
If you’re retaining a deposit or partial payment:
Leave the project as Signed.
Apply a Discount Service from your inventory.
Name it something like “Cancelled Project”.
Apply it to the remaining balance.
This lets you:
Track how much has been discounted across projects.
Keep a signed record of the project.
Optional: Add Internal Notes
For easier tracking and filtering later, add an Internal Note with a label such as “Lost” or “Cancelled”. This way, you can easily sort and filter your projects by their Internal Notes.
Note: If you have the QuickBooks Online integration active, it will Void the invoice in QuickBooks (Article).
If you have questions about canceling a project or run into something unexpected, our Support Team is here for you!
Start a chat with us directly in Goodshuffle Pro (bottom-right chat bubble) or email us at [email protected]