This feature is available on all Goodshuffle Pro Plans.
**Only account owners/admins will be able to edit or rename a payment policy**
To rename a payment policy in Goodshuffle Pro, head to your Policies and Taxes tab. This is especially helpful if you want to clearly label policies for different use cases—such as large events, rush orders, or specific client types.
Step 1: Go to Your Policies and Taxes Tab
Click on Account in the left-hand navigation.
Select the “Policies & Taxes” tab at the top.
Scroll down to the Payment Policies section.
Click “Edit” next to the policy you’d like to rename.
Step 2: Rename Your Policy
In the Policy Label field, delete the existing name and type in your new custom name.
You can choose whether to leave Auto-Generate Label checked.
Make sure the label is specific so your team understands exactly when to use it.
Pro Tip: Rename your policy to something meaningful like:
“Weddings - 50% Deposit”
“Full Balance Due After Event”
“Nonprofit Rate”
This makes it easier to choose the correct policy when building client quotes or contracts.
Step 3: Save Your Changes
Once you’ve updated the label, click Save Policy at the bottom of the page. Your renamed policy will now be available for use in your account.
👉 Want to control which processing fees you pass to your clients? Click here.
Need Additional Support?
Click the blue chat bubble in the bottom-right corner of your screen to message our support team—we’re happy to help!