Project Settings
Learn how to manage your project settings
By Colin and 4 others5 authors37 articles
- 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 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 to Turn Off Cancellation Policies on ContractsLearn how to remove or hide your cancellation policy on all projects—or just individual ones.
- 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 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?Enable online payments in Goodshuffle Pro so your clients can pay you quickly and securely through invoices.
- 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.
- How Can I Show or Hide Client-Visible Attributes on the Contract Tab?Quickly display or hide all client-visible attributes in your contract view using the internal display settings.