This feature is available on all Goodshuffle Pro Plans.
To send an invoice directly to the Accounting Department (instead of the primary client contact), follow these steps:
Step 1: Open the Project and Click “Send to Client”
Step 2: Choose the Invoice Message
Select an invoice message template.
Click “Send Message.”
Step 3: Customize the Recipient
Remove the default contact.
Add the email address for your Accounting Department under “Add Recipient.”
Once sent, the accounting team will:
Receive the invoice via email.
Be able to click the payment link.
Communicate directly with you if needed (no client involved).
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!