Client View
Understand what your clients see and how they interact with quotes and invoices
By Colin and 2 others3 authors17 articles
- 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.
- 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 how your client sees your cancellation terms before signing the contract.
- How Can My Clients Print a Receipt of Payments?How Clients Can Print Receipts for Payments Made on Goodshuffle Pro Projects
- Where Does My Company Contact Information Show for Clients?Learn where your business name, phone number, email, and address appear on client-facing documents like quotes and invoices in Goodshuffle Pro.
- 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?Learn how client-facing project details—including contact info, event location, notes, and sales lead—appear on quotes and invoices.
- 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?Learn where your signature appears on your messages sent to clients.
- Explaining Event Insurance to Your ClientsThis article helps you confidently explain “Event Insurance” to your clients during checkout.
- 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).
- How Can My Clients Remove a Pre-Authorized Payment?Here’s how your clients can cancel any auto-payments they previously authorized.
- What Will My Client See When Paying via Cash or Check?Here’s what your client will experience when selecting cash or check as their payment method.