This feature is available on all Goodshuffle Pro Plans.
If you want to keep a credit card on file—for example, in case items are lost or damaged—you can include a Credit Card Authorization form in your Terms & Conditions. This way, clients receive the form automatically when they receive their quote.
Add the Form to Terms & Conditions
To include the form:
Upload your Credit Card Authorization form as part of your Terms & Conditions.
This ensures it is included with every quote you send.
Clients can download, fill out, and return the form to you directly.
Store the Form
Once you receive the signed form:
Upload it to the client’s Contact File
👉 Learn how to upload to a client contact.
OR
Add it to the project’s “Files” tab
👉 Learn how to upload to a project.
Capture Payment
Once the form is on file, you can manually charge the card by going to the project’s “Billing” tab.
⚠️ We strongly recommend notifying your clients before capturing any payment.
Looking for a more automated way to keep a card on file?
👉 How can I keep a customer's card “on-file”?
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!