This feature is available on all Goodshuffle Pro Plans.
Need a payment schedule that doesn’t match your saved templates? You can create a custom policy directly from within a project and apply it right away - no need to go back to your account settings.
Only Account Owners and Admins have permission to create new payment policies. Sales or Crew Users can select from saved policies but cannot create or edit them.
How to Create a New Payment Policy in a Project
First, head to your project and click Edit Signed Contract, if signed:
Then click 'change', this will change the existing policy at the bottom of your project:
Then, click 'New Payment Policy' to create a new policy:
Enter your desired payments, due dates, and processing fee preferences, and click Create Payment Policy to add it to your Project:
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!