Goodshuffle

Colin Connor

Alison Panza

Sierra Burton

Personalize your account and tailor system settings.

Account Settings

Find help articles on account settings, billing details, subscriptions, and login information.

Account

Here’s where your addresses will show on your client-facing material, including quotes, invoices, and payment screens.

Where Do My Addresses Show on My Client-Facing Material?

Here's how you can update the email address you use to login.

How Can I Change My Email Address?

Learn how to update your personal details, change your password, and add a profile photo in Goodshuffle Pro.

Manage Your Goodshuffle Pro Account Information

Here’s how you can choose to display either your DBA or your Legal Business Name for your clients paying by check.

How Can I Choose What Name My Checks Are Paid To?

Here's where you can see a confirmation of a promo code on your account.

How Can I Confirm a Promo Code Has Been Applied to My Account?

Here's how you can attach a photo to your terms and send quotes from a different sub-brand.

How Can I Create Terms and Conditions for My Different Sub-Brands and Companies?

Make sure your Marketplace profile reflects that you offer delivery services to clients.

How Can I Note That My Company Offers Delivery on My Marketplace Profile?

Here is how you can restore a subscription for an annual user seat if you have previously deactivated it.

How Can I Restore an Annual User Seat Subscription?

My Account

Learn how to remove or update outdated business locations from your company settings in Goodshuffle Pro.

How Do I Remove or Delete an Old Address?

Learn how to delete an outdated company address from your account profile.

How Do I Remove My Old Address?

Set your delivery and pickup hours so clients know when you're available for logistics.

How to Adjust Delivery and In-Store Pickup Hours

How to change the address seen on all your documents depending on which is your headquarter

Managing Multiple Store Locations or Warehouses

Learn how to re-submit Account Owner information for the Know Your Customer requirements.

Why is There Still a Yellow Bar Across the Top of My Screen?

Here's how you can link your bank if it does not appear in Plaid's list.

How Can I Link My Bank Using My Account and Routing Numbers?

Learn how to view or change your company’s time zone setting in Goodshuffle Pro.

How Do I Find My Time Zone in Goodshuffle Pro?

Learn how to log out of your Goodshuffle Pro account when using a mobile browser or device.

How Can I Log Out on a Mobile Device?

Here’s how to update the phone number associated with your user account.

How to Change the Phone Number on Your Profile

Learn how to update your first and last name associated with your Goodshuffle Pro login.

How Can I Change the Name on My Profile?

Here’s how you can change the shipping/payment and/or mailing address associated with your account.

How Can I Change My Physical and Mailing Address?

Here's how you can change your business or company information in your account.

How Can I Change My Company Information in My Account?

Here's how you can customize the brand colors that will show on your quotes and invoices.

How Can I Change the Colors to Match my Brand on my Quotes and Invoices?

Learn how to update your user seat's time zone so projects display the correct times for you.

How Can I Change My Time Zone?

Jake Scotto

Managing your Branding, Stripe Account, and Bank Account

Company 

Here's how you can change the default payment policy.

How Can I Change My Default Payment Policy?

Learn how to update your default Terms and Conditions in Goodshuffle Pro.

How Can I Change My Default Terms and Conditions?

earn how to customize the terms your clients agree to when confirming fulfillment of their order.

How to Add Terms to Your Receipt of Goods and Services

Learn how to delete outdated or unused payment policies from your Goodshuffle Pro account settings.

How Can I Remove Payment Policies From My Account Settings?

Learn how Account Owners and Admins can remove a payment policy from your account.

How Can I Delete a Payment Policy?

Learn how to bold important sections of your Terms and Conditions so clients notice them easily.

How Can I Highlight Important Parts of My Terms and Conditions?

Here's how you can add a custom cancellation policy on your account.

How Can I Add a Custom Cancellation Policy?

Learn how to rename or customize a payment policy in Goodshuffle Pro to better match your billing workflows.

How Can I Rename My Payment Policy?

Here is how you can create Net Payment Policies in your account.

How Can I Create a Net Payment Policy from my Account Settings?

Here is how you can create a Net Payment Policy in a project.

How Can I Create a Net Payment Policy in a Project?

Here's how you can control which fees are passed to your client.

How Can I Pass Only Credit Card or ACH Fees?

Company Policies

Here's how you can change which taxes will automatically apply when creating new items.

How Can I Edit or Adjust the Default Tax on My Account?

Here's how you can delete a Tax Type in your account settings.

How Can I Delete a Tax Type on my Account?

Here's how you can quickly update the tax rate for an existing city, county, or state on your account.

How Can I Update the Tax Rate for an Existing Area on My Account?

Learn what happens when you add an unincorporated places tax rate to a county in your tax settings.

What Does “Add Unincorporated Places Tax Rate” Mean?

A step-by-step guide to setting up your tax types and handling different tax rates for different locations

Setting Up Tax Types With Locations

Learn how to apply or adjust taxes for projects with overridden taxes and ensure your line items are taxed correctly.

How Can I Assign Taxes to an Overridden Project?

Learn how taxes and processing fees affect what’s shown in your Client Activity report.

Does the Payment Summary Include Taxes and Fees?

Learn how taxes are calculated per item in Goodshuffle Pro and how to ensure your totals are correct.

How Are Taxes Calculated on Projects?

Outlines the process to receive your Form 1099-K from our partner, Stripe.com.

1099-K Tax Form for Your Business

Learn which states have Origin based or Destination based tax settings

Origin vs. Destination Based Taxes

Learn how to configure tax mapping and inventory settings for QuickBooks Online if you're located outside the U.S.

QuickBooks (non-US) integration addendum

Here are a few things to check if your projects aren’t syncing with QuickBooks Online.

Why Aren’t My Projects Syncing With QuickBooks – Non-U.S. Vendor?

Learn how to include your HST, GST, or PST number on client-facing documents as a Canadian vendor.

How Can I Display My HST, GST, or PST Number to Clients as a Canadian Vendor?

Here's how Goodshuffle Pro will determine which tax to apply on your projects.

How Does Goodshuffle Pro Know Which Tax to Apply?

Learn why your Goodshuffle Pro Tax Report may show different totals for state and county sales tax—and how to fix it by adding missing tax types.

Why Is There a Different Sales Tax Total for My State and County?

Here's where your BN/EIN number will appear as a Canadian vendor on your client documents.

Where Will My BN/EIN Number Show on My Quotes and Invoices?

Here's how you can quickly see the bounds of a tax jurisdiction by clicking the 'Map' on your tax types.

How Can I See the Details of a Tax Jurisdiction?

Account Taxes

Here's how you can adjust the BN that will be listed on your quotes and invoices.

How Can I Add or Edit the Client-Facing BN on My Account?

Account Canadian Taxes

Learn how to hide line item group dates via Account Settings.

How Can I Hide Line Item Group Dates on all my Projects?

Learn how to control online signature settings at the account or project level.

How to Disable or Re-enable Online Signatures

Learn how to turn off online payments through in your Goodshuffle Pro account settings.

How Can I Disable Online Payments?

Here's how you can disable the option for your clients to add a PO number to their projects.

How Can I Remove PO Numbers From My Projects?

Learn how to turn off online credit card, ACH, and Buy Now Pay Later options either for your entire account or a single project.

How to Disable Online Payments

Here's how you can disable ACH / E-Check Payments for your upcoming projects

How Can I Disable the ACH/E-Check Payment Option for My Future Projects?

Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.

How Can I Turn Off Cash or Check Payments for My Projects?

Learn how you can disable images on your quotes and invoices.

How Can I Turn Off Photos on My Quotes and Invoices?

Learn how to display only a PO Box on your client-facing quotes and invoices.

How to Hide Your Headquarters Address on Quotes and Invoices

Here’s what the IP Exclusion List does and how it affects your activity logs in Goodshuffle Pro.

What Is the IP Exclusion List?

Do you want to hide cash or check payment instructions from your contracts? Here's how to do it, step by step.

How Do I Disable Cash Payment Information?

Learn how to turn off payment reminder emails across your entire account or on specific projects.

How to Disable Automatic Payment Reminder Emails

Here's how you can swap who the Account Owner is on your Goodshuffle Pro Subscription with another teammate.

How Can I Swap the Account Owner on my Account?

Learn how to set your preferred language in Goodshuffle Pro — available in English, Spanish, and French.

How to Switch Languages in Goodshuffle Pro

Araceli Castillo

Learn what permissions are included with a Read-Only User in Goodshuffle Pro

What Can Read-Only Users Do in Goodshuffle Pro?

Here's a comprehensive breakdown of what the Account Owners, Admins, Full Users, and Limited Users can do on Goodshuffle Pro.

What’s the Difference Between a Full User and a Limited User?

Understand the permissions and roles for each user type in Goodshuffle Pro Lite and Standard plans.

What Is the Difference Between User Types in Goodshuffle Pro?

Account User permissions

Create a custom design with text, images, and links

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