To access this feature, you must be on Goodshuffle Pro Standard or above.
You select whether your Legal Business Name or your DBA appears to clients when they choose to pay by cash or check.
This name will be displayed:
On quotes and contracts
Under payment instructions at checkout
Requirements
Before selecting the display name, you’ll need to:
Add both your Legal Business Name and your DBA in the Company Tab.
(Use the “Update Identity Verification Information” button if this info hasn’t been entered yet.)Ensure Cash/Check Payments are enabled in your Account Settings
Choosing Which Name Is Displayed
Go to your Account Settings.
Click the “Settings” tab at the top.
Scroll to the “Billing Settings” section.
Click “Edit” next to the option for Check Payee Name.
Choose either your Legal Business Name or DBA.
Click Save.
Need Additional Support?
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