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Managing Projects and Logistics

Learn how to organize events, deliveries, and logistics with ease.

How Can I Filter My Project List by Logistic Type?Learn how to use the Logistics filter in your project list to view only delivery, in-store pickup, or no-logistics projects.
How can I download a delivery schedule for a week?Here's how you can use your Custom Columns and the Project list Download to see a list of all of your confirmed deliveries.
How to Add a Fuel Surcharge to a ProjectLearn how to apply gas or mileage-related fees to your delivery charges in Goodshuffle Pro.
How Can I View All In-Store Carry-Outs and Returns for a Specific Date or Weekend?Easily filter your project list to view all in-store pickups and returns scheduled during a specific time frame.
How Can I See the Entire Window for My Deliveries and Pickups?Learn how to view your full delivery and pickup windows using setup and strike times in Goodshuffle Pro.
How Can I See All the Pickups I Have for My Trucks?Learn how to filter projects by upcoming logistics pickups in Goodshuffle Pro.
Project payments

Request, track, and manage deposits, balances, and refunds on your projects

Will Payment Authorizations complete if I deactivate my account?Here's what will happen if you deactivate your account with active Payment Authorizations.
Will my client be notified of failed payments?This article explains who receives failed payment notifications.
When will a Payment Authorization capture funds on a project with a due balance?Here's when you can expect an Auto-Pay Authorization to fire on a project with a due balance.
When will Payment Due Reminders send?This article is about when Payment Due Reminders are triggered.
What does the online payment successful email look like?Here's what the client will receive when an online payment succeeds
How to I collect payment using a previously used method?How do I charge clients using it a payment method they have used before?
If I record a payment, will the client receive a copy of the receipt?Here's what will happen after when you either capture an online payment, or record an offline payment
Send an Invoice to a ClientLearn how to create, send, and track invoices for your rental business using Goodshuffle Pro.
What will my client see when paying via Cash or Check?Here's what it will look like to your client when they click to pay via cash or check.
What happens when a payment fails?Here's what will happen when a payment fails - don't worry, there are no fees for failed payments!
How can I mark a check as 'Bounced' or 'Voided'?Here's how you can edit the amount of the offline payment to mark a check that bounced.
How Can I Edit or Remove an Offline Payment?Here's how you can fix an overpayment on a project if there's an offline payment.
How to Charge a Client’s Saved CardLearn how to manually charge a client’s credit card that’s already been saved to their project
How can my clients save a card they used for payment?Here's how your clients can save their card to your company for future projects.
How can I notify my client when recording Offline Payments?Here are a couple ways you can notify your client after you've recorded their Offline Payment.
How Can I Remove or Edit Offline Payments?Learn how to remove or edit offline payments in your project if a mistake was made or if the payment method changed.
How can I keep a customer's card 'on-file'?Here's how you can save a client's credit card information for use in future projects.
How Can I Record a Payment via Account Credit?Here's how you can record payments made by Account Credit in Goodshuffle Pro.
How can I cancel or remove a pre-authorized payment?Here's how you can cancel a scheduled and authorized auto-payment through the Billing Tab.
How Can I Record a Payment via CheckHere’s how you can use Offline Payments to record payments through check.
How do I send a payment reminder?Send a client a payment reminder along with a live link to make the payment!
How do I see if a client chose auto-pay as their payment method?How to tell if my client chose auto-pay on their online contract
How to Split Up a Project’s Payment Between Multiple Payment MethodsLearn how to split a project payment between credit card, cash, check, or account credit in Goodshuffle Pro.
Where are the details of a payment?Locate information on payments made, payments owed, refunds, credits, fees, and more.
How To Change My Payment OptionsHow to enable or disable online credit card payments, eCheck payments, and cash/check payment information.
Capturing a Payment via Auto-PayLearn how to automatically charge a client’s card on a specific date using Auto-Pay.
Changing the Deposit Amount in a ContractHow to change the deposit amount, payment due date, and processing fee settings in a contract
What does the billing look like for the client?Confirm that clients are receiving the correct pricing and billing information on their end
How to Add Purchase Order Numbers to ProjectsLearn how you and your clients can add PO numbers to signed contracts in Goodshuffle Pro.
Why is there an outstanding balance or credit after a completed and paid contract?The contract has been signed and payed for, but now it says they owe me money or I owe them? How do I fix this?
Recording Offline PaymentsHow and why to record payments made offline such as cash, checks, account credit, credit cards on other systems, etc.
Track A Project’s Billing StatusKnow exactly what the client has paid and what you're owed.
Capture a Payment (Online or Offline)Learn how to capture or log a payment in Goodshuffle Pro, including options for online and offline payments.
Accepting ACH/E-Check Payments/TransfersA brief explanation of the payment timeline for ACH/E-Check payments, and what to expect when a payment is 'Pending'.
How to Use Saved and Previously Used Credit CardsLearn how to save client credit cards and when to use saved or previously used payment methods.
How can I see all payments received in a day?Here's how you can run a Client Activity report by a specific day.
Collect a Client’s Payment Online via Live Link Contract BillingClients can pay invoices online by following a link in their contract email. Learn how to collect payments easily with Goodshuffle Pro.
What happens when an ACH payment fails?Here is more information about what happens after a failed ACH payment.
What are the fees for Buy Now, Pay Later?Here is more information about the Buy Now, Pay Later (via Affirm) fee.
What Is Buy Now, Pay Later?Let your customers pay in interest-based installments through Affirm while you get paid upfront. A great option for large orders!
How can I enable or disable Buy Now, Pay Later in a Project?Here is how you can enable or disable Buy Now, Pay Later (via Affirm) on projects.
How can I enable or disable Buy Now, Pay Later in all Projects?Here is how you can enable or disable Buy Now, Pay Later (via Affirm) for all new projects, from your Account Settings.
What happens when a client pays with Affirm adds more to an order?Here's what a client would need to do should their project order increase, and they have opted into Buy Now, Pay Later
How will an item's price be broken down if my client already paid a deposit?Here's how much a client will pay if they add an item after paying a deposit.
How can I balance an overpaid project and apply those funds to a new project for the same client?Here is how you can balance an overpaid project and apply those funds toward a future project for a client.
Apple Pay for ClientsHere's more information on how your clients can use Apple Pay for Projects.
How can my clients pay using Google Pay?Here is how your clients can use Google Pay to pay online, in-store, or on the go.
Creating Flexible Payment PoliciesHow to create flexible, tailored payment schedules to better meet your business and client needs.
How can I create a payment policy with a flexible payment schedule?Here is how you can create Flexible Payment Schedules in Goodshuffle Pro.
What scenarios might occur when using a Flexible Schedule Payment Policy?Flexible Schedule installment totals can change between several scenarios. This article includes details on what they may look like.
How can I create a payment policy with an initial deposit and Net terms for the final balance?Learn how to set up a payment policy that includes an initial payment, or deposit, and Net terms for the final payment.
Where can I view payment timelines for my client after selecting a payment policy?Here is more information on using the "Client View" and Payment Policy within a project to view a client's payment timelines.
What is the difference between using Buy Now Pay Later (via Affirm) and using a Monthly or Flexible Payment Policy in Goodshuffle Pro?Here is how Buy Now Pay Later (via Affirm) payments differ from Monthly or Flexible Schedule payments.
How do I set up monthly payment options for my clients?Here are best practices for setting up recurring payments or monthly installments.
Will Stripe re-route a refund to a client's active credit card?Here's what Stripe will do if a client's credit card number has changed or expired and a refund has been processed.
How can I edit or remove an offline refund?
Issuing a Refund For an Online PaymentHow to issue a refund for an online payment
How can I refund my client for items they didn't receive?My client never got some items, how can I issue a partial refund?
How to Fix an Overpayment?My client accidentally paid more money than they owed for a service. How can I return the extra money?
How Can I Record an Offline Refund?Here's how you can record a refund made through cash, check, or another offline method.
Issuing a Refund vs. Giving Account CreditLearn the difference between issuing a client a refund and providing the client with a credit
How long does an ACH Refund take?Here's how long it will take for your client to receive an ACH refund.
Why do I have to reconnect my bank with Plaid to process a refund?Review the security benefits of reconnecting with Plaid
Why can't I refund an old Buy Now, Pay Later payment?Here's why a refund to a Buy Now, Pay Later (via Affirm) payment would fail.
How will my international clients see totals and pay their balances through Goodshuffle Pro?Here's how an international client will see their quote totals if you send it as a US based vendor.
How many cards can I use on a single project?This article walks through how many payment methods you can have on one Project.
What would my client see on their statement after a charge is made?Here's what your client would see as the estimated statement descriptor after a charge is made on their card.
How to view payments received last year for projects this year.Here's how you can sort your payment journal by logistics start date.
How can I generate a statement for a customer showing all their jobs?Here's how you can see all the projects your customer has active.
What credit cards are accepted in Goodshuffle Pro?This article will list the Credit Cards accepted in Goodshuffle Pro
How do I disable online ACH (eCheck) payments?Do you want to remove the option to pay by ACH (eCheck) for a specific event or client? Here's how to disable online ACH (eCheck) payments.
How do I disable Online Credit Card Payments?Do you want to remove the option to pay by credit card for a specific event or client? Here's how to disable online credit card payments.
How do refunds or delinquent payments work for Buy Now, Pay Later (via Affirm)?Learn more about the process for refunds, canceled events, and delinquent payments when clients pay using Buy Now, Pay Later (via Affirm).
How can I generate a statement for all the remaining balances for a company?Here's how you can send a company a summary of all of the remaining (or A/R) balances they have with your business.
Why Can't I Set Auto Pay for a Project?
What's the difference between Remaining Balance and Amount Owed?Is there a difference between Remaining Balance and Amount Owed?
How can I view a summary of all payments and refunds on a project?Here's how you can quickly see an overview of all payments, processing fees, and refunds associated with a project.
How can I see exactly how much I should refund a client?Here's how you can use a Discount Service to see exactly how much you'll refund your client and avoid a "Due" balance.
What should I do when an online refund fails?Here's what steps you should take in the event of a failed refund.
How Can I Capture a Payment Without Passing on the Fees?Here's how you can capture a payment without passing the fees if your client has already processed a payment with the fees.
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.
Pull Sheets & Receipts

Create, customize, and download documentation for internal and external use

How Can I Fully Move Through a Project if My Client Wants to Proceed ‘In Person’?Here's how you can create a project, print your quote, record signature, manually advance the status, and capture payments.
How Can I Countersign a Project?Here's how you can countersign a project for a client.
How Can I Create Projects From Before Using Goodshuffle Pro?Learn how to log past projects, contracts, and payments in Goodshuffle Pro for accurate tracking and billing.
How Can I Change Which Picture Appears on my Pull Sheets?Here's how you can change the primary image for your items so that it'll show on your Pull Sheets.
How Can I Create a Custom Pull Sheet?Learn how to export your project’s Pull Sheet to Excel and customize it to match your team’s preferred format.
How Can I Print a Pull Sheet by Category?Learn how to print Pull Sheets by category or subcategory to organize gear by department.
How to Show and Hide Item Attributes on Digital and Printed Pull SheetsLearn how to control which item attributes appear on your digital and printed pull sheets to streamline workflows for your crew and clients.
How Can I Select Image Sizes on My Pull Sheets?Learn how to control the size of item images that display on your printed Pull Sheets in Goodshuffle Pro.
How Do I Bulk Download Pull Sheets for Different Members of My Team?Learn how to filter and bulk download pull sheets for specific team members based on project assignments.
How Do I Download My Project Documents?Learn how to download Contracts, Payment History, Schedules, Pull Sheets, or Receipt of Goods and Services.
What is the Electronic Receipt of Goods and Services?Learn more about collecting digital signatures at your fingertips with Goodshuffle Pro's Electronic Receipt of Goods and Services.
Why Don’t My Packages Show on My Pull Sheet by Item Category?Learn why custom packages appear only on Line Item Group pull sheets - not Category pull sheets - and how to choose the right view.
How Can I Identify Custom Items on Pull Sheets?Learn how custom items are displayed separately at the end of each category on your pull sheets.
Client View

Understand what your clients see and how they interact with quotes and invoices

Where will the addresses show on my quotes and invoices?Here's where the addresses for the contact, company, and venue will show on your quotes and invoices.
Do clients have access to view all project files?Your clients will not be able to access project files.
What happens when a Quote is signed?Here's what will happen after your client signs a Quote.
Where will my cancellation policy show to my client?Here's where your client will review your cancellation policy before signing the contract.
How can my clients print a receipt of payments?Here's how your clients can print a receipt of payments made on our projects.
Where does my company contact information show for my clients?Here's where your company's contact information will show on your quotes and invoices.
Will My Clients See Changes to a Quote in Real Time?Your client will see updates to their quotes immediately with the sign and pay link - here's how it looks!
Where Will My Sales Lead Show on My Projects?Here's where your sales lead will show on your Quotes and Invoices
How does project information appear to a client?Here's how all the project details will appear to your client.
How can my client change how much they pay after signing?Here's how your client can edit the amount that they pay online after they sign.
Can a Client Sign a Lost Project?Here's what your client will see if they try to open a Lost project
What Is the Client Experience?Learn how your client will view, approve, sign, and pay for a quote using Goodshuffle Pro’s Client View.
How can my clients set up Auto Pay?Here's how your clients can easily opt in to automatically pay the remaining balance after the deposit.
Where does my signature appear when I send a message to a client?Here's where your signature appears on your messages sent.
What is the customer experience for Buy Now, Pay Later?Here is what your client will see when they opt to pay with Buy Now, Pay Later (via Affirm).
Explaining Event Insurance to your ClientsThis article helps you confidently explain Event Insurance to your clients.
What Your Client Sees When Paying Through ACHLearn what your clients will see when they choose to pay their Goodshuffle Pro invoice using ACH (bank transfer).
Manage teammates

Add users, assign permissions, and manage your team’s access to Goodshuffle Pro

How Can I Remove a Seat on My Account?Here's how you can remove any unneeded seats on your account.
How Do I Invite Teammates to an Empty Seat?Here's how you can send an invitation for a teammate to access Goodshuffle Pro.
What happens if I remove a User? Then, I add that same user back?This article will show you how to add a returning or seasonal employee back into your account.
How can I change the user on a seat?Here's how you can remove a user from a seat and invite your new user.
How can I add Read-Only Users to my account?Here's how you can add an unlimited amount of Read-Only Users to your account and a breakdown of how they can use Goodshuffle Pro.
How can I remove a Read-Only User from my account?Here's how you can remove a Read-Only user from your account.
How can I remove a user from my account?If an employee has left (or was fired) you can remove them from your account by removing them from their seat.
How can I add or remove teammates on a project?Here's how you can add teammates to a project or remove them if needed.
What happens when I remove a seat?Here is what happens when you remove a user seat, including the difference between 'active' and 'inactive' users.
How can I upgrade a Full User to an Admin?Here is how an Account Owner or Admin can assign Admin permissions to a Full User.
How can I tell when my team was last online?Here is how you can view when your team was last active in Goodshuffle Pro.
What happens when I remove a user?Here's what happens when you remove a user from your account.
How can I tell who is added to a project?
Project Reporting & Insights

View how to report on Project details and Insights

How can I just see my future projects on my project list?Here's how you can filter your project list to hide any archived projects or projects that no longer need your attention.
How can I print a list of all upcoming signed jobs?Here's how you can filter your project list and download an excel document containing all upcoming signed projects.
How can I add my projects I'm donating items for?Here's how you can add and track your 'Donation' events.
How do I reschedule an order due to COVID-19 and report on any losses?Here's how you can reschedule and order and track any losses due to the Corona Virus.
How can I create a delivery route for my drivers based on truck assignments?Here's how Sales and Crew Users can create a truck route for your deliveries using Google Maps.
How can I just see my projects that have a truck delivery?Here's how you can filter your project list by Logistics Type to just see your projects with in-store or delivery logistics.
How can I see who is delivering a project?Here's how you can use the 'Fulfillment Notes' Custom Column to quickly see who is delivering your projects.
How can I see a report of all upcoming payment authorizations and when they will be made?Here's how you can use the Custom Columns in your project list to see all upcoming pre-authorized payments.
How can I filter my project list by specific dates?Here's how you can filter your project list by a weekend, a month, or any other specific range.
How can I see an ideal route between projects?Here's how you can see the routing that is best predicted by Google Maps.
Why did all my archived projects end up back in my project list?Here's how you can sort your project list to show All Projects, Open Projects, or Archived Projects.
How Can I See How Much a Salesperson Brought In During a Month?Learn how to filter your Project List to track individual sales team performance by month or custom date range.
What kinds of notes can I include within a project?Here's where you can mark all the important details for your projects, and even see them on your Project List.
How can I sort my projects by client?Here's how you can use the 'Client' Custom Column to sort your project by client.
How can I see what items are on my upcoming projects?Here's how you can use the 'Line Items' Custom Column to quickly see what items are on your projects.
How Can I Sort My Projects by Their Start Date?Learn how to organize your Project List by the Logistics Start date so you can quickly see upcoming or past projects.
How can I see which of my projects have a remaining balance?Here's how you can add the 'Remaining Balance' Custom Column to see how much your client needs to pay, even if it's not due at this time.
How can I see when my projects were last sent and opened?Here's how you can use the 'Messages' Custom Columns to see when the last message was sent and opened for your projects.
How can I see whose been assigned to my projects?Here's how you can use the 'Other Members' custom column on your Project List to see who has been added to your projects.
How can I sort my projects by Event Start?Here's how you can use the Custom Columns to sort your inventory by Event Start.
How can I filter my projects by project status?Here's how you can filter your projects by New, Quote Sent, and so on.
Will My Archived Projects Update the Event Type Report on My Dashboard?Here's what happens when you edit the Event Type on an archived project.
How can I download my Project List?Here's how you can export an excel document of your Project List.
How can I sort my projects by Company?Here's how you can use the Company Custom Column to quickly sort your projects by company.
How Can I Track My Costs on a Project?Here's how you can use custom columns in Goodshuffle Pro to track the profit and loss on a project across signed contracts.
How Can I See a Total of My Jobs Before Tax?Learn how to use Custom Columns in the Project List to view pre-tax totals across your events.
How Can I Track My Yearly Projects?Learn how to stay ahead of recurring jobs by using Tasks and project duplication to track yearly projects efficiently.
How Can I Print a Pull Sheet for All My Projects That Are In Progress?Learn how to generate a single pull sheet for all active projects using filters and bulk download.
How Can I See When a Project Was Created?Learn how to view the original creation date of projects using the “Date Created” custom column.
How Can I See When My Staff Created Projects?Track project creation dates and identify which team members created them using custom columns and filters.
How Can I Tell Which of My Signed Projects Have Been Paid?Quickly learn how to view which of your signed projects have been paid or still have an outstanding balance.
How Can I See Which of My Projects Have Delivery or In-Store Logistics?Learn how to identify whether your projects have delivery or in-store logistics using filters and icons.
How Can I Remove My Completed Projects From My Project List?Learn how to archive completed projects in bulk to keep your project list clean and focused.
How Can I See How Many Projects Are Going Out in a Day?Use your Google Calendar integration to quickly view all projects scheduled for a specific day.
How Can I See When a Client First Signed a Contract?Use the “First Signed” custom column to quickly track when clients sign their contracts in Goodshuffle Pro.
How Can I See All My Projects for a Year?Filter your Project List by date to view all events from a specific year, including archived projects.
How Can I See Which of My Projects Have a Due Balance?Easily track projects with a due or paid balance using custom columns in your Project List.
How Can I Print Off All My Pull Sheets for a Week?Use the Bulk Download tool to quickly print pull sheets for multiple projects within a selected date range.
How Can I Download All My Invoices in a Given Period?Easily download all your signed contracts at once using your Project List and the bulk download feature.
How Can I See the Subtotal of Products on a Project?Learn how to add a custom column in your Project List to view the total value of all products on signed contracts.
How Can I See a Subtotal of All Custom Items on My Projects?Learn how to quickly view the subtotal of custom items in your projects using a custom column in your Project List.
How Can I See the Subtotal of My Services on All Projects?Learn how to add a custom column to your Project List so you can easily view the total value of all services across signed projects.
How Can I See How Much I Made in a Month?Learn how to filter your Project List and use custom columns to calculate monthly revenue in Goodshuffle Pro.
How can I select which dates my project list filters by?Here's how you can adjust which dates your project list can be filtered by.
How can I see the subtotals for Products over a year?Here is how you can see product subtotals over a year and compare it year-by-year using the Specific Dates filter.
How can I create a report for Receivables or Revenue due today or between 0-30 Days?Here is how to use Custom Columns on your Projects List to generate a report on receivables or revenue due between 0-30 days.
How can I quickly see a contract's tax total?Here's how you can add the Column to your Project List to easily see Contract Tax
How can I see how often we deliver to a venue?Here's how you can see which venues/locations you are delivering too most often.
How can I view all projects that have a delivery/pickup logistic?Here's how you can filter your project list to view projects that have a Delivery and/or Pickup.
How can I view all projects with an In-Store logistic?Here's how you can filter your project list by projects that include an in-store pickup/return.
How can I filter my project list by projects created inside Goodshuffle Pro?Here's how you can filter your project list to exclude Wishlist submissions.
How can I see all projects that have a Due balance?Here's how you can filter your project list by projects with a due balance.
How can I see all projects that have been overpaid?Here's how you can filter your projects that your clients have overpaid on.
How can I only see projects that have been paid in full?Here's how you can filter your project list by your fully paid projects.
How can I filter my project list to show projects with Potential Conflicts?Here's how you can filter your projects by a Potential Conflict Inventory Alert.
How can I see only Projects submitted via the Website Integration?Here's how you can filter your project list to view all events submitted via your Wishlist Integration.
How can I see the Amount Due from my Project List?Here's how you can add the Amount Due Custom Column to your Project List.
Are Archived Projects included in my Sales Report on my Dashboard?
How can I filter my project list by Fulfillment Status?Here's how you can filter your project list by Open or Closed fulfillment.
How can I filter my project list to show projects with Conflicts?Here's how you can filter your projects by a Conflict Inventory Alert.
How can I generate a statement for a company with all their open balances?Here's how you can use your Custom Columns to see all the projects for a company with a remaining balance.
Does the Dashboard report include taxes?Find out if your Dashboard Sales report panel includes taxes.
How can I filter my project list to show projects with Subrentals?Here's how you can filter your projects by a Subrental Inventory Alert.
How can I see my total amount due on my projects for a specific date range?Here's how you can see the total due amount on your projects for a given date range.
How can I download a list of all my projects for a week?Here's how you can sort your projects and download a Excel document containing all your requested information.
How can I filter my Sales Dashboard by Salesperson?
How Can I See a Quarter's Expected Revenue?Here's how to use your Project list and Custom Columns to view the total value of projects within a specific quarter.
Do tasks show on the dashboard for archived projects?This article is about when you will see Task on a project.
How can I see total remaining balance within a year?Here's how you can see a total outstanding balances for a year.
How can I view our transaction history by date?Here's how you can run a Client Activity report for a particular date range.
How can I see all my projects for a company?Here's how you can search your project list by Company.
How can I see which of my projects have a remaining balance?Here's how you can use the 'Remaining Balance' Custom Column to see how much your client has yet to pay.
How can I sort my projects by Event Type?Here's how you can use the Custom Columns to sort your projects by Event Type.
Which projects are included in my Sales report on my Dashboard?Here's which projects would be included in your Sales report on your Dashboard.
Will Archived Projects be included in the Due Balances on the Dashboard?
How can I generate a sales report?
Will payment authorizations complete on lost projects?
How can I create a Monthly Billing Statement for a Client?Use the Projects List to generate a Monthly Billing Statement for a Client.
Will I receive an email when my client selects to auto-pay on a project?Here's what you (and your client) will receive when they authorize future payments
How can my client pay for the entire amount of a service on a project?Here's how you can require a 100% deposit for the entire balance of a service.
Why can't I refund an old ACH payment?Here's why a refund to an ACH payment would fail.
How can I charge my client for the entire balance of project?Here's how you can charge your client the entire balance of the project, and not require a deposit.
What's the difference between an Online and and Offline payment?Here's the difference between Online and Offline payments.
How can I find the status of an Outbound Transfer?
What is the estimated time frame for a refund to process and how long does it take for the customer to receive it?Here's how long credit card refunds take to be processed.
How Can My Client Split a Payment Between Two Credit Cards?Here's how your client can split their payments between multiple credit cards.
Why Does My Client Have to Pay the Full Balance If the Remainder Isn’t Due Yet?Understand how due dates affect what your clients see when making a payment.
How Will Stripe's Processing and Transfer Fees Be Deducted From My Outbound Transfers?Understand how Stripe fees are handled and where to view your transfer breakdowns.
When Can I Expect an Outbound Transfer (F.K.A. Payout) for a Payment Made on a Project?Here's when and how payments will be processed through Stripe.
Are There Additional Fees for Refunds?Learn whether you’ll be charged additional fees when issuing refunds through Goodshuffle Pro.
How can I tell if a payment on a project has been deposited?Here's where you can find a related transfer on a project.
Where Can I See How Much a Client Has Paid on My Projects, Contracts, and Invoices?Track client payments and due balances directly from your Project, Contracts, and Invoices in Goodshuffle Pro.
How can my clients remove a pre-authorized payment?Here's how your clients will be able to remove any auto-payments they scheduled
How can I add a Credit Card Authorization form to my projects?Here is how you can use your Terms & Conditions for Credit Card Authorization forms
How can I see the Payment Schedule for my projects?Here is how you can view upcoming payments from the Billing tab in a project.
How can I see total deposits paid on upcoming events?Here's how you can now the total funds paid to upcoming projects.
How Can I See All My Archived Projects Within a Given Period?Learn how to filter your Project List by date and include archived projects for easy reporting and cleanup.
What Custom Columns should I have on my Project List?Here are some best practices and example scenarios for how to set up your project list.
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.
How can I calculate Sales Commission for my team?Here is how you can use your Projects List or the Client Activity Report to calculate Sales Commission for your team.
How can I run a report based on when my projects were last signed?Here's how you can filter your projects by the last date they were signed to view all sales in a given time frame.
How Can I Generate a List of All the Venues I Have Worked at Within a Specific Date Range?Easily create a report of all the venues your company has worked with by using custom columns and date filters in your Project List.
How can I report on the performance of my Sales Offices?Here's how you can use in the 'Sales Office' Filter to report on the performance of your different sales offices.
How can I see when my quotes were last sent to a client?Here's how you can use the Last Quote Sent custom column to sort your projects by when you last sent a quote.
How can I see how much was charged for delivery in a given period?Here's how you can use the Custom Columns and Specific Dates to found out how much you charged for delivery in a given month.
How can I download a sales report by a teammate or sales lead?Create sales reports per teammate to see how they’re doing base on net paid, contract totals, and the remaining balance
How Can I See the Subtotal for Deliveries on My Projects?Here's how to use the "Logistics Subtotal" Custom Column to quickly see how much you've charged for deliveries across your projects.
How Can I See the Total of All Discounts Given Within a Period?Here's how to use the "Discount Subtotal" Custom Column to view all discounts across your projects within a selected time frame.
How can I see projects for a particular salesperson?Here's how you can filter your project list by Sales Lead to track the activity of a salesperson.
How can I see projects that have been paid, but not signed?Here's how you can use the Net Paid and Remaining Balance Custom Columns to see all project that have had payments applied to them.
How Can I See My Project Totals for a Given Period?Here's how to use Custom Columns and filters to view project totals by month or other date ranges.
How can I see contract totals for a client over a year?Here's how you can use your Custom Columns to see the project totals for a specific client in a year.
How can I see contract totals by client?Here's how you can generate a report on clients using Custom Columns, Project List Download, and Google Sheets
How can I see total sales for a specific city?Here's how you can customize your project list to quickly generate contract totals for a specific city.
How can I see my percent of conversions?The easiest way to find your percent of conversions is through your Project List and a quick bit of math.
How can I see which projects an item was damaged?Here's how you can use the item detail panel to view all projects where an item was marked as a Set Aside
How Can I See All the Projects and Their Statuses for a Client?Learn how to view every project for a specific client and quickly scan their status, financials, and more—all from your Project List.
How can I see all projects that were delivered in a year?Here's how you can use the project list Custom Columns and the download to quickly see all projects that were delivered in a year.
How do I see all my projects that are ending in a week?How to add the 'Logistics End' custom column to your projects, pull sheets, and more.
How can I see all my projects that were signed in the last two weeks?Here's how you can use the 'Last Signed' date filter so see when projects were last signed by your clients.
How can I see all the deliveries I have coming up?Here's how you can filter your projects by the date you'll be dropping off your items.
How can I see all of my deliveries and pickups in a specific time frame?Here's how you can view all Drop-offs and Pickups you have on a particular day or weekend.
How Can I See a Report of All Projects for a Client With an Open Balance?Here's how to use Custom Columns and filters to view all projects for a specific client that still has a due balance.
How can I see a report of my contract subtotals by event start?Here's how you can use Custom Columns and the download to see your monthly contract totals based off of event start (not logistics start).
How can I see a report on my Lost projects?Here's how you can use the Project List and the Custom Columns to gain insight into your Lost Projects.
How can I download a list of the email addresses on my projects?Here's how you can use the 'Client Email' Custom Column to see the email addresses on your projects.
How do I download all invoices for a specific client?How to download invoices related to a specific client, business, or venue.
How to Use the Pipe & Drape Builder Within a ProjectEasily calculate which pipe and drape components you need by entering your dimensions directly within the project.
How to Check If a Project Synced to Google Calendar and QuickBooks OnlineSee when your project synced to Google Calendar and QuickBooks Online, manually sync it, and control Auto-Sync settings.
Where can I and my clients see Project Information in emails?This article shows you where you can quickly find Project Information in emails after customizing the Subject Line.
Where will my BN/ EIN number show on my quotes and invoices?Here's where your BN / EIN number will show as a Canadian vendor.
How Can I Track Staff Commissions on Rental Items?Use Custom Columns to separate rental and purchase revenue for commission calculations.
How Will the Changes to My Line Items Be Tracked in the Project Logs?Here's where you can see all the details of changes made to your line items in the Project Logs
Creating and Managing Projects

Step-by-step instructions to build new projects and proposals

How can I add an existing contact from my directory to a project?Here's how you can add a new project for a contact in your directory
How can I edit the price of an item on a project?Here's how you can assign specific pricing to an item on a project.
How can I send my client multiple options for their quotes?Here's how you can take advantage of Line Item Groups and the Live Link to quickly change options on a quote.
How can I discount a project?Here's how you can add a discount to your projects.
How can I change the company on a project?Here's how you can change the company associated with a project.
How can I create a retainer quote?Here's how you can record an inquiry or retainer quote for your clients.
How can I add notes to my items on a project?Here's how you can add internal or external notes on your inventory items that will appear on that specific project.
What is the project timeline?What's this bar at the bottom of my project? How do I know where I am in the event execution process?
Can I create a new client on a project?Here's how you can quickly create a new client while on a project.
How can I create a new company from a project?Here's how you can create a new company from within a project.
Where can I see client facing project notes?Here's where you can see external notes for your projects.
How to Preview a Contract as a ClientLearn how to preview a contract in Client View so you can see exactly what your client will see.
Create a Line Item Group on a ContractLearn how to group items on a contract by room, event time, or rental period to keep your projects organized and accurate.
Add Delivery or In-Store Carryout / Return to ContractsHow to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.
Add Inventory to a ContractAdd your inventory items or create custom items and packages on the fly in projects.
Add Additional Fields to ContractsHow to add a day of contact and client-facing & internal only notes
How can I add a multi-day discount to items on a project?Here is how you can use Line Item Groups to create discounts for items that are rented for multiple days.
How can I process 'terminal' transactions?This article will show you how to quickly duplicate a project template to charge and track in store transactions.
Add a Client to a ContractHow to add the contact you'll be sending the contract and other communications to.
Add a Venue to a ProjectHow to add the location of the event from either your saved venues or using google maps to create a new venue.
How can I just view completed packages, not individual items when adding to a project?
How do conflicts work with Unsigned Changes?How do conflicts behave with unsigned changes on a Project?
How can I view notes on my Projects Tab?Here is how you can use custom columns to view your external notes.
How can I Rename an Item on an Order?
How do I create custom floral recipes in Goodshuffle Pro?Heres how you can build a custom wedding bouquet on an order using your inventory items.
Creating and Converting Custom ItemsHow to add custom, non-inventory items to a contract upon client request—and how to convert them into inventory items when needed.
How do I show clients any optional items with pricing?
How can I adjust the quantities on an order?Here's how you can adjust how many items are included on a project.
How can I add inventory items to an existing package?Here's how you can add your inventory to an existing package on your projects.
How can I change the pricing structure of an item on a project?Here's how you can quickly change an item from a daily rate to a flat rate on your projects.
How can I move an item from one group to another?Here's how you can drag and drop items between line item groups.
How can I hide or remove multiple items on a contract?Here's how you can bulk hide or remove items from a quote or invoice.
How can I charge my clients for an extra rental days?Here's how you can extend the Line Item Group dates to charge your client for additional days.
How can I edit logistics on a project?Here's how you can edit delivery logistics on a project.
How can I remove an item from a project?Here's how you can remove an item from a quote or contract.
How can I change the order of the images on a Custom Item?Here's how you can Drag and Drop the images on a Custom Item.
How can I add Services to a Project?Here's how you can add services to a project.
How can I remove the price override on an item?Here's how you can remove the overridden price on an item and revert it to the calculated rate.
Everything You Need to Know About Archiving Projects in Goodshuffle ProLearn when, why, and how to archive projects—including bulk options, common roadblocks, and the difference between archiving and closing fulfillment.
How can I select a different set of terms & conditions on a project?Here's how you can select a different terms & conditions template on a project.
How can I bulk delete projects on my account?Here's how you can bulk delete on your account.
How do contract level discounts impact taxes?A quick view at how discounts impact the tax charged on your items.
How to Cancel a Project in Goodshuffle ProLearn how to cancel a project in Goodshuffle Pro by marking it as Lost or applying a discount when keeping deposits.
How can I prevent a project from syncing with Google Calendar?Here's how you can disable the Google Calendar sync for specific projects.
How can I reschedule an order?Here's how you can reschedule an event.
How do I change the pickup or drop off date/time on a project?Here's how you can quickly edit a logistic on your project.
How can I unmark a project as Lost?Here's how you can 'recover' the project from a Lost status.
How can I 'unsign' a project?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How Can I Duplicate a Project?Duplicating a project to create a new one with the same/similar information
How can I change the invoice date on a project?Here's how you can change the invoice date for your clients.
Why can't I mark a project as Lost?Here's why you may not be able to mark a project as Lost.
How can I unarchive a Project?Here's how you can move a project from your Archived folder to your Open projects.
How Can I Duplicate a Line Item Group?Learn how to quickly duplicate Line Item Groups in Goodshuffle Pro to save time when repeating rentals.
How can I send my client an invoice instead of a quote?Here's how the flow of a project works so you can send your client a quote or an invoice.
Can I move a project status backwards?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How can I rename a project?Here's how you can change a project's name.
Can I Manually Change a Project’s Status?Here's how you can manually move a project from New Project all the way to Contract Signed.
How to Delete a ProjectLearn how to delete an unsigned project in Goodshuffle Pro
How can I edit or remove a discount on a project?Here's how you can adjust or remove a project level discount
How can I search for a project by location?Here's how you can search and filter your projects by address, city, or venue.
How can I see projects for yesterday, today, or tomorrow?Here's how you can quickly search your Project List by events happening either today or tomorrow.
How can I find a project for an old or removed address?Here's how you can pull up any projects for and old or removed address.
How can I search for multiple project numbers at once?Here's how you can use the Project page to search for multiple Project IDs at once
How to Find ProjectsLearn how to quickly locate your projects in Goodshuffle Pro using filters and sorting tools.
Where can I find the Project ID number?Here's where you can find the project ID number
How can I scroll through my Upcoming Projects on my Dashboard?Here's how you can scroll through any upcoming projects listed on your dashboard.
How can I find a project by my client's phone number?Here's how you can search your project list by a contact's phone number.
How To Customize Your Project ListLearn how to sort, filter, and organize your project list in Goodshuffle Pro.
How Can I Find a Project by Invoice Number?Here's how you can use the invoice number on a project to find it in your project list
What does each contract status mean?The definition of each color-coded contract status and how to manage/change them.
What Do the Different Project Status Colors Mean?Learn what each project status means in Goodshuffle Pro and how to use them effectively.
How can I see who works with a company?Here's how you can quickly see all employees that work with a company
How can I add a project coordinator across multiple projects with different clients?Here's how you can set up your projects so that your primary coordinator and their clients are listed on your projects
How can I change the phone number and email address featured on my Quotes and Invoices?Here's how you can adjust the sales lead's contact information on a project.
Add Multiple Contacts to a ProjectLearn how to send quotes and invoices to multiple people on a single project in Goodshuffle Pro.
How can I change the client on an order?Here's how you can remove or replace a client on an order.
How to Select a Sales Office for a ProjectHere's how you can select a specific Sales Office for your projects.
How can I choose which location my client will pickup/drop-off their items from?Here's how you can choose which of your locations your client will use for their in-store pickups and drop-offs
How do I add specific locations to a Venue?Whether you’re delivering to a specific room or to multiple locations within a Venue, we have you covered.
How can I send my client a Voided invoice?
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.
How do I edit a signed contract?How to edit a signed contract, push those edits to Fulfillment (if you like), and move the contract from red, back to green.
How can my teammate just see the projects I've added them to?Here's how your florist, warehouse manager, etc can see just the projects they have been assigned to.
How can I move items on a project?Here's how you can re-order your rental items on a project.
How can I edit a Venue's address on a project?Here's how you can adjust a Venue's details while in a project.
How do I add a specific location or room as the Venue on a project?Do you own a venue and want to track each room as a separate venue? Or do you do jobs for large places with multiple sub-locations?
How can I move a project from Tax Resale to Tax Exempt?This article is a guide to adjust your project from Tax Resale to Tax Exempt
How can I tag my Projects to track lead status or referral source?Here's how to track a custom tag/property per project by using the Internal Notes Section.
How Can I Change Terms & Conditions Within a Project?Learn how to quickly update your Terms & Conditions for a specific project in Goodshuffle Pro.
How Can I Replace a Client on a Project?Learn how to remove and replace a client on a project in Goodshuffle Pro.
How do I collapse line item groups?Sometimes it’s helpful to collapse line item groups to reorder things.
How can I remove a recently added item from a 'Action Needed' project?Here's how you can remove an unapproved item from a unsigned changes or 'Action Needed' project.
Send Updated Invoices Without Requiring New SignaturesLearn how to quickly send an updated invoice for project changes without needing a new client signature.
Taking Reservations In PersonLearn how to take in-person reservations without needing to send an email.
How Can I Hide an Item on a Project?Here's how you can hide an item on a project so your client won't see and won't be charged for them.
Track Offline ProjectsShould I enter projects I already had before I got Goodshuffle Pro? What about handshake deals? (answer: Yes!)
How Can I Use a New Client’s Address as the Venue?Here's how you can create a new contact from within a project and use their address as a venue.
Warehouse & Order Fulfillment

Manage pulling, prepping, loading, and checking in gear to keep orders accurate and on track

Where Can I View Deliveries on My Pull Sheets?Learn how delivery logistics appear on your pull sheets in Goodshuffle Pro.
Why Did Goodshuffle Pro Automatically Check My Inventory Items Back In?Here’s why inventory items are automatically marked as “checked in” once a project ends.
Where Can My Crew See Client Information?Learn where Crew Users can view client contact info, such as name and phone number, from pull sheets, routes, and the project page.
How Can My Crew Users See the Delivery Times for the Logistics on Their Phones?Learn how Crew Users can view logistics delivery and pickup times using their mobile device.
How Can I See the Pickup or Drop-Off Times on a Project on a Mobile Device?Easily access delivery and pickup times from any mobile device with Goodshuffle Pro.
How Can I Tell Which Items Have Been Added or Removed from a Signed Contract?Here's how you can identify items that have been added or removed from a signed project.
How Can I Add Project Notes from Fulfillment?Learn how to add internal notes from the Fulfillment tab and display them on Pull Sheets for your crew.
What is Fulfillment?This is where you can add notes, additional items, use the digital pull sheets, and receive items back into your inventory or mark damages
Can I Add Items Without Charging the Client, but Still List These Items on Pull Sheets?Learn how to add items to your pull sheets in Fulfillment without showing or charging the client.
How Can I Send My Client an Invoice Without an Item?Here's how you can remove an item from an invoice and then send it back to your client.
How Can I See All My Subrentals on a Project?Here's how you can identify all the subrentals on a project's pull sheet.
How Can I Select Which Pooled Items Are Added to a Project?Here's how you can control which items in a Pool are added to your projects.
View a Project's Activity LogHow to see what changes were made to a project, when the changes were made, and which team member made them.
How to Turn On or Off Your Digital Pull SheetHow to enable and disable a digital checklist for your warehouse or events execution team.
How Can I Create a TBD Time for My In-Store Logistics?Learn how to mark In-Store logistics with a “TBD” (To Be Determined) time for greater flexibility.
How Can I Print One Pull Sheet for All My Items Going Out in a Given Period?Learn how to bulk download an Aggregate Pull Sheet for multiple projects in a specific date range.
How Can I Customize My Digital Pull Sheet Stages?You can label your digital fulfillment checklists however you like! Learn how to control the titles within your admin's account settings.
How to Use the Digital Pull SheetsLearn how to use and customize Digital Pull Sheets in the Fulfillment tab to track gear status from pulled to packed to loaded.
How to Open or Close FulfillmentLearn how to mark Fulfillment as open or closed to track your team’s progress during prep, delivery, and returns.
What Items Can and Can't Be Checked In?Learn which items on your Pull Sheet can be checked in - and which can’t- based on inventory control and item type.
How Do I Check In Inventory Items?Learn how to mark inventory items as returned (or not!) and check in gear early in Goodshuffle Pro.
Fulfillment Sync - Why Didn't My Items Automatically Go To Fulfillment?Learn why changes to signed contracts don’t always appear in Fulfillment, how to push unsigned updates manually, and add internal only items
Printing Pull SheetsHow to print a pull sheet or save it as a PDF from the Fulfillment page of a project
What to Do With a Project or Event After It Is FinishedHow to archive a completed project or event after it has happened.
Creating Set Asides In the Fulfillment SectionHow to create a Set Aside while within a specific contract
How to Add Photos for Fulfillment Only (Not on Client Quote)Learn how to display item photos for your team in Fulfillment while keeping them hidden from the client on quotes and invoices.
Getting Started with Mobile FulfillmentLearn how to use Mobile Fulfillment in Goodshuffle Pro Standard to easily view and update fulfillment statuses from any device.
When Should I Close the Fulfillment Status?Best practices for closing the Fulfillment Status and wrapping up a project in Goodshuffle Pro.