Project Settings
Learn how to manage your project settings
How Can I Quickly See if Delivery Is Required on an Item in an Order?Learn how to use Client Visible Attributes to easily view important details like delivery requirements while building a project.
How to Update the Terms and Conditions on an Existing ProjectLearn how to update or refresh Terms & Conditions on a Goodshuffle Pro project, even after signing.
How to Show Subtotals by Line Item Group on Quotes and InvoicesLearn how to display grouped subtotals (like Ceremony, Reception, etc.) on your client-facing documents in Goodshuffle Pro.
How Can I Remove a Cancellation Policy from a Project?Learn how to remove a cancellation policy from a project.
How to Create a New Payment Policy From Within a ProjectLearn how to build a custom payment policy directly inside an active project in Goodshuffle Pro.
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 Taxed Items on My Invoices?Show which items are taxed on your quotes and invoices using the Line Item Tax Indicator.
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?Display event start and end times directly on your team’s Pull Sheets for better coordination.
How to Hide Item Descriptions on Invoices and QuotesLearn how to hide item descriptions on client-facing documents in Goodshuffle Pro, either for a single project or by default across your account.
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 Hide the Sales Lead Info on Quotes and Invoices?Learn how to hide the Sales Lead name from quotes and invoices in Goodshuffle Pro.
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 the Number of Times Payment Due Notifications Are Sent?Learn how account owners and admins can adjust the frequency of payment due reminders in Goodshuffle Pro.
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 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 to Show or Hide Item Attributes on ContractsLearn how to customize your contracts by showing or hiding inventory item attributes such as size, color, or material.
How Can I Hide Inventory Photos on My Contracts?Learn how to remove inventory photos from client-facing quotes and invoices in just a few clicks.
How can I enable Online Payments?
How Can I Show the Line Item Tax Indicator?Learn how to display or hide tax indicators next to each item on your client-facing contracts and invoices.
How Can I Hide a Line Item Group’s Title?Learn how to remove the title of a Line Item Group from your client-facing contract view in Goodshuffle Pro.