Account
Find help articles on account settings, billing details, subscriptions, and login information.
By Colin and 7 others8 authors76 articles
My Account
My Account
- Where Do My Addresses Show on My Client-Facing Material?Here’s where your addresses will show on your client-facing material, including quotes, invoices, and payment screens.
- How Can I Change My Email Address?Here's how you can update the email address you use to login.
- Manage Your Goodshuffle Pro Account InformationLearn how to update your personal details, change your password, and add a profile photo in Goodshuffle Pro.
- How Can I Choose What Name My Checks Are Paid To?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 Confirm a Promo Code Has Been Applied to My Account?Here's where you can see a confirmation of a promo code on your account.
- How Can I Note That My Company Offers Delivery on My Marketplace Profile?Make sure your Marketplace profile reflects that you offer delivery services to clients.
- How Can I Restore an Annual User Seat Subscription?Here is how you can restore a subscription for an annual user seat if you have previously deactivated it.
Company
Managing your Branding, Stripe Account, and Bank Account
- How Do I Remove or Delete an Old Address?Learn how to remove or update outdated business locations from your company settings in Goodshuffle Pro.
- How to Set Up a Virtual P.O. Box to Use as Your Business Mailing AddressA starter guide to setting up a virtual P.O. box so you can keep your home or HQ address off your quotes and invoices.
- How Do I Remove My Old Address?Learn how to delete an outdated company address from your account profile.
- How to Adjust Delivery and In-Store Pickup HoursSet your delivery and pickup hours so clients know when you're available for logistics.
- Managing Multiple Store Locations or WarehousesHow to change the address seen on all your documents depending on which is your headquarter
- Why is There Still a Yellow Bar Across the Top of My Screen?Learn how to re-submit Account Owner information for the Know Your Customer requirements.
- How Can I Link My Bank Using My Account and Routing Numbers?Here's how you can link your bank if it does not appear in Plaid's list.
- How Do I Find My Time Zone in Goodshuffle Pro?Learn how to view or change your company’s time zone setting in Goodshuffle Pro.
- How Can I Log Out on a Mobile Device?Learn how to log out of your Goodshuffle Pro account when using a mobile browser or device.
- How to Change the Phone Number on Your ProfileHere’s how to update the phone number associated with your user account.
- How Can I Change the Name on My Profile?Learn how to update your first and last name associated with your Goodshuffle Pro login.
- How Can I Change My Physical and Mailing Address?Here’s how you can change the shipping/payment and/or mailing address associated with your account.
- How Can I Change My Company Information in My Account?Here's how you can change your business or company information in your account.
- How Can I Change the Colors to Match my Brand on my Quotes and Invoices?Here's how you can customize the brand colors that will show on your quotes and invoices.
- How Can I Change My Time Zone?Learn how to update your user seat's time zone so projects display the correct times for you.
- How to Assign a Brand to a Store LocationLearn how to connect a Brand to a store location so client-facing communications automatically reflect the right branding.
- What Is Multi-Brand Support?Learn how Multi-Brand Support lets you run multiple brands from one Goodshuffle Pro account, with separate logos, colors, and client-facing communications for each.
- How to Set Up a New Brand in Goodshuffle ProLearn how to create and manage multiple Brands in Goodshuffle Pro to customize client-facing communications for each of your store locations.
- How Can I Change My Default Payment Policy?Here's how you can change the default payment policy.
- How Can I Change My Default Terms and Conditions?Learn how to update your default Terms and Conditions in Goodshuffle Pro.
- How to Add Terms to Your Receipt of Goods and Servicesearn how to customize the terms your clients agree to when confirming fulfillment of their order.
- How Can I Remove Payment Policies From My Account Settings?Learn how to delete outdated or unused payment policies from your Goodshuffle Pro account settings.
- How Can I Delete a Payment Policy?Learn how Account Owners and Admins can remove a payment policy from your account.
- How Can I Highlight Important Parts of My Terms and Conditions?Learn how to bold important sections of your Terms and Conditions so clients notice them easily.
- How Can I Add a Custom Cancellation Policy?Here's how you can add a custom cancellation policy on your account.
- How Can I Rename My Payment Policy?Learn how to rename or customize a payment policy in Goodshuffle Pro to better match your billing workflows.
- How Can I Create a Net Payment Policy from my Account Settings?Here is how you can create Net Payment Policies in your account.
- How Can I Create a Net Payment Policy in a Project?Here is how you can create a Net Payment Policy in a project.
- How Can I Pass Only Credit Card or ACH Fees?Here's how you can control which fees are passed to your client.
- How Can I Create Terms and Conditions for My Different Sub-Brands and Companies?Here's how you can attach a photo to your terms and send quotes from a different sub-brand.
Add-Ons
TBD
- Advanced Sales and Marketing: Overview & PricingLearn what the Advanced Sales & Marketing add-on includes, who it's for, and how the free 30-day trial works.
- How to Start Your Advanced Sales & Marketing Free TrialAccount owners and admins can start a free 30-day trial of Advanced Sales and Marketing from the Add-Ons tab — here's how.
- How to Deactivate Advanced Sales & MarketingHow account owners and admins deactivate Advanced Sales and Marketing, and what happens to your Brands and data afterward.
- How to Set Up a Website Integration Key for Each BrandFor accounts with Advanced Sales & Marketing and the Website Integration: how to give each Brand its own public browser key and route quote requests correctly.
- Advanced Sales & Marketing: Frequently Asked QuestionsAnswers to common questions about the Advanced Sales & Marketing add-on: the free trial, billing, teammates, and what happens if you deactivate.
- How Can I Edit or Adjust the Default Tax on My Account?Here's how you can change which taxes will automatically apply when creating new items.
- How Can I Delete a Tax Type on my Account?Here's how you can delete a Tax Type in your account settings.
- How Can I Update the Tax Rate for an Existing Area on My Account?Here's how you can quickly update the tax rate for an existing city, county, or state on your account.
- What Does “Add Unincorporated Places Tax Rate” Mean?Learn what happens when you add an unincorporated places tax rate to a county in your tax settings.
- Setting Up Tax Types With LocationsA step-by-step guide to setting up your tax types and handling different tax rates for different locations
- How Can I Assign Taxes to an Overridden Project?Learn how to apply or adjust taxes for projects with overridden taxes and ensure your line items are taxed correctly.
- Does the Payment Summary Include Taxes and Fees?Learn how taxes and processing fees affect what’s shown in your Client Activity report.
- How Are Taxes Calculated on Projects?Learn how taxes are calculated per item in Goodshuffle Pro and how to ensure your totals are correct.
- 1099-K Tax Form for Your BusinessOutlines the process to receive your Form 1099-K from our partner, Stripe.com.
- Origin vs. Destination Based TaxesLearn which states have Origin based or Destination based tax settings
- Why Aren’t My Projects Syncing With QuickBooks – Non-U.S. Vendor?Here are a few things to check if your projects aren’t syncing with QuickBooks Online.
- How Can I Display My HST, GST, or PST Number to Clients as a Canadian Vendor?Learn how to include your HST, GST, or PST number on client-facing documents as a Canadian vendor.
- How Does Goodshuffle Pro Know Which Tax to Apply?Here's how Goodshuffle Pro will determine which tax to apply on your projects.
- Why Is There a Different Sales Tax Total for My State and County?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.
- Where Will My BN/EIN Number Show on My Quotes and Invoices?Here's where your BN/EIN number will appear as a Canadian vendor on your client documents.
- How Can I See the Details of a Tax Jurisdiction?Here's how you can quickly see the bounds of a tax jurisdiction by clicking the 'Map' on your tax types.
Account Settings
Managing your Company Settings
- How Can I Hide Line Item Group Dates on all my Projects?Learn how to hide line item group dates via Account Settings.
- How to Disable or Re-enable Online SignaturesLearn how to control online signature settings at the account or project level.
- How Can I Disable Online Payments?Learn how to turn off online payments through in your Goodshuffle Pro account settings.
- How Can I Remove PO Numbers From My Projects?Here's how you can disable the option for your clients to add a PO number to their projects.
- How to Disable Online PaymentsLearn how to turn off online credit card, ACH, and Buy Now Pay Later options either for your entire account or a single project.
- How Can I Disable the ACH/E-Check Payment Option for My Future Projects?Here's how you can disable ACH / E-Check Payments for your upcoming projects
- How Can I Turn Off Cash or Check Payments for My 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 Photos on My Quotes and Invoices?Learn how you can disable images on your quotes and invoices.
- How to Hide Your Headquarters Address on Quotes and InvoicesLearn how to display only a PO Box on your client-facing quotes and invoices.
- What Is the IP Exclusion List?Here’s what the IP Exclusion List does and how it affects your activity logs in Goodshuffle Pro.
- How Do I Disable Cash Payment Information?Do you want to hide cash or check payment instructions from your contracts? Here's how to do it, step by step.
- How to Disable Automatic Payment Reminder EmailsLearn how to turn off payment reminder emails across your entire account or on specific projects.
- How Can I Swap the Account Owner on my Account?Here's how you can swap who the Account Owner is on your Goodshuffle Pro Subscription with another teammate.
- How to Switch Languages in Goodshuffle ProLearn how to set your preferred language in Goodshuffle Pro — available in English, Spanish, and French.
- What Can Read-Only Users Do in Goodshuffle Pro?Learn what permissions are included with a Read-Only User in Goodshuffle Pro
- What’s the Difference Between a Full User and a Limited User?Here's a comprehensive breakdown of what the Account Owners, Admins, Full Users, and Limited Users can do on Goodshuffle Pro.
- What Is the Difference Between User Types in Goodshuffle Pro?Understand the permissions and roles for each user type in Goodshuffle Pro Lite and Standard plans.