All Collections
Best Practices
Best Practices
Andrew Garcia avatarErik Dreyer avatarColin Connor avatar
5 authors38 articles
How can I schedule my team using Goodshuffle Pro?
How can I hide Line Item Group Dates on all my Projects?
How can I enable Online Payments?
How can I choose what name my checks are paid to?
How can I change my default Payment Policy?
How can I see my client's phone numbers from my project list?
Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / Live
How can I disable online signatures for my account?
How can I change my default Terms and Conditions?
How can I add a set of terms to my Receipt of Goods & Services?
How can I remove PO Numbers from my projects?
How can I remove payment policies from my account settings?
How can I delete a payment policy?
How can I disable Online Payments?
How can I disable the ACH / E-Check Payment option for my future projects?
How can I turn off cash or check payments for my projects?
How can I highlight important parts of my Terms and Conditions?
How can I turn off photos on my quotes and invoices?
How can I control how many times my clients receive a Payment Due Notification?
How can I send my clients an overdue payment reminder?
How can I notify a client that a payment will be due?
How can I disable Payment Reminder emails?
How can I change the listed account representative for my account?
How can I control showing the Sales Lead on my projects moving forward?
How can I turn my Cancellation Policies off account wide?
How can I change the colors to match my brand on my quotes and invoices?
How can I hide my Headquarters address on my quotes and invoices?
How can I add a custom cancellation policy?
How can I change the account owner on my subscription?
How can I hide incoming client messages to avoid marking them as read?
Coronavirus (COVID-19) guide and resources
How can I rename my Payment Policy?
How can Goodshuffle Pro remember my login information?
Why shouldn't I forward or copy & paste my invoice links?
How can I upgrade a Crew User to a Sales User?
What Custom Columns should I have on my Project List?
How can I create a Net Payment Policy from my Account Settings?
How can I create a Net Payment Policy in a project?