Project Settings
Learn how to manage your project settings
How can I quickly see if delivery is required on an item on an order?Here's how you can display Client Visible Attributes when you are creating a project.
How can I update the Terms & Conditions on an existing project?Here is how you can refresh, or update, the Terms & Conditions on a Project.
How can I show a subtotal by Line Item Group on my quotes and invoices?Here's how you can control showing a subtotal by line item group on your client facing documents.
How can I remove cancellation policy on project?
How can I create new payment policies from within a project?Here's how you can create entirely new payment policies from within a project.
How can I change the Payment Options available on a Project?Here's how you can disable/enable Credit Card or ACH Payments for specific Projects.
How can I mark my taxed items on my invoices?Here's how you can make it clear which of your items on a project are being taxed from the Project Settings.
How Can I Turn Off Cash or Check Payments on a Project?Here’s how you can disable offline payment options (cash or check) for a specific project.
How can I add Event Times to my Pull Sheets?Here's how you can list the Event Times on your Pull Sheets.
How can I hide item descriptions on my invoices?Here's how you can hide item descriptions on your projects.
Will a Crew User See ‘Day of Contact’ and Event Information?Learn how Crew Users can access event details and Day of Contact info using the Receipt of Goods and Services.
How can I remove the Sales Lead info on my quotes and invoices?Here's how you can hide the Sales Lead info section on a project.
How can I hide the Line Item Group Dates on my project?Here's how you can hide the Line Item Group Dates on your projects from the project settings.
How can I change how many times Payment Due Notification will send?Here's how you can control the frequency of your Payment Due Notifications.
How Can I Check Who Is Paying Stripe’s Fees for a Project?Here’s how to tell whether you or your client is responsible for Stripe processing fees on a specific project.
Where Can I See Internal Project Notes?Here's where you can see internal notes for your projects.
How can I update or refresh the terms on an existing project?If you've made adjustments to your terms and conditions, here's how you can apply those changes to existing projects.
How can I remove the attached PDF from my Quotes and Invoices?Here's how you can disable the attached PDF for your projects.
Where Can I Add Internal Delivery Notes?Learn how to add internal delivery notes from the Contract or Fulfillment tab so they appear on your Pull Sheets.
How Can I Show or Hide Unit Price and Quantity on My Quotes and Invoices?Learn how to hide unit prices and quantities on quotes and invoices, so clients only see total item costs.
How Can I Show a Guest Count and Event Type on my Invoices?Learn how to include Guest Count and Event Type on your contracts and invoices in Goodshuffle Pro.
How Can I Add Notes to a Project?Here's where you can add internal and external notes to a project.
How Can I Change the Rental Dates for a Project?Learn how to quickly shift or update all rental dates—Line Item Groups, logistics, and hourly services—on a project in Goodshuffle Pro.
How Can I Not Show Hidden Items When I'm Creating a Project?Learn how you can use the 'Display' options to hide hidden items.
How to Set the Event Dates on a ProjectLearn how to select and update event start and end dates in your Goodshuffle Pro projects to keep your calendar accurate and clients informed.
How Can I Mark the Event Type of My Projects?Learn how to set the Event Type for a project so you can track trends like weddings, corporate events, and more.
How Can I Add Guest Count to My Projects?Here's how you can use the Project Info to add the amount of guests to your projects.
How Can I Change the Payment Policy on a Project?Here's how you can change the payment policy on your projects on the fly.
How Can I Create Flat Rate Deposits?Here's how you can create a Flat Rate Deposit payment policy.
How Do I Adjust My Contract Settings?Learn how to adjust contract settings for individual projects, including item details, sales lead visibility, and accepted payment methods.
How Can I Change the Name of the Person Sending the Quotes on My Projects?Learn how to assign or change the Sales Lead on a project so client communications come from the right team member.
What Project and Payment Options Can I Control From My Account Settings?Learn how to control default payment methods, contract settings, and quote display options for future projects from your Account Settings.
How Can I Disable Purchase Order Numbers for my Projects?Here's how you can disable the Purchase Order field for your future projects.
How Can I Create Project Templates?Learn how to use the Duplicate Project feature to build reusable project templates with pre-set line item groups and services.
How do I show or hide Item Attributes on a contract?Do you want to simplify a contract for a client? You can remove the item attributes and solely show the item names.
How can I hide inventory photos on my contracts?Do you not have photos for most of your inventory yet? Or are you just working with a client who doesn’t need pictures per item?
How can I enable Online Payments?
How can I show the line item tax indicator?Here's how you can show or hide which items are taxed on a client facing contract.
How can I hide images on a Project?Learn how to hide images from client view on a project
How can I hide a line Line Item Group's title?Do you want to hide what each line item group's title says on the client facing contract? Here's how: