Project payments
Request, track, and manage deposits, balances, and refunds on your projects
By Colin and 9 others10 authors86 articles
- How to Enable Instant Bank Payments in Goodshuffle ProHow to turn Instant Bank Payments on for your account and override the setting on individual projects.
- What Are Instant Bank Payments and How Do They Work?An overview of Instant Bank Payments — a same-day bank transfer option that lets your clients pay quickly when standard ACH timing won't work.
- Will Payment Authorizations Complete if I Deactivate My Account?Here's what will happen if you deactivate your account with active Payment Authorizations.
- Instant Bank Payments: Fees, Limits, and EligibilityThe fees, charge limits, and project eligibility rules for Instant Bank Payments.
- Troubleshooting Instant Bank Payment FailuresWhat to check when a client can't see Instant Bank Payment at checkout or when a payment fails to go through.
- Instant Bank Payments vs. ACH: What's the Difference?A side-by-side comparison of Instant Bank Payments and standard ACH — settlement times, fees, charge limits, and when to use each.
- Will My Client Be Notified of Failed Payments?Understand when your clients are notified about failed credit card transactions in Goodshuffle Pro.
- 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 process on a project with a due balance.
- When Will Payment Due Reminders Send?Learn 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.
- 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 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 Can I Find the Details of a Payment in Goodshuffle Pro?Learn how to locate payment details, refunds, credits, fees, and transaction history in Goodshuffle Pro’s Billing tab.
- 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?Make sure your clients are receiving clear, accurate billing details and payment receipts—even if they’re not logged into Goodshuffle Pro.
- 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 a Balance or Credit Due After a Signed and Paid Contract?The contract has been signed and paid for, but now it says they owe me money or I owe them? How do I fix this?
- 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.
- 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.
- How Will an Item’s Price Be Broken Down if My Client Has Already Paid a Deposit?Learn how Goodshuffle Pro allocates payments when new items are added to a project after a client has already submitted a deposit.
- How Can I Balance an Overpaid project and Apply Those Funds to a New Project for the Same Client?Learn 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.
- 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.
- 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 happens if a client's card has changed or expired when a refund is issued through Stripe.
- How Can I Edit or Remove an Offline Refund?Learn how to make changes to offline refunds issued to your clients.
- Issuing a Refund For an Online PaymentLearn how to issue a refund via Project Billing
- 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 Versus 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 your bank with Plaid for refund processing.
- 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.
- What Would My Client See on Their Statement After a Charge Is Made?Here’s what your client will see as the estimated statement descriptor when a charge is made to their card.
- How to View Payments Received Last Year for Projects This YearYou’ll learn how to see payments received last year for projects that take place this year.
- How Can I Generate a Statement for a Customer Showing All Their Jobs?Here’s how to view and export all projects linked to a specific client or company 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 how refunds, canceled events, and delinquent payments are handled when clients use Buy Now, Pay Later (via Affirm).
- Why Can't I Set Auto Pay for a Project?Here’s why the Auto-Pay option may be unavailable for a specific project in Goodshuffle Pro.
- What’s the Difference Between Remaining Balance and Amount Due?Understand the difference between the “Remaining Balance” and “Amount Due” and how their columns work in Goodshuffle Pro to manage payments and client billing more effectively.
- How Can I View a Summary of All Payments and Refunds on a Project?View a complete billing summary for any project, including payments received, processing fees, refunds, and outstanding balances.
- How Can I See Exactly How Much I Should Refund a Client?Here's how you can use a “Discount Service” to accurately calculate refunds and avoid creating a "Due" balance.
- What Should I Do When an Online Refund Fails?Here’s what to do if an online refund attempt doesn’t go through in Goodshuffle Pro.
- 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.
- How Can I See the Payment Schedule for My Projects?Learn how to view upcoming, pre-authorized, and overdue payments in the Billing tab of your Goodshuffle Pro projects.
- What Are “Approved” Authorizations?Learn what it means when an authorization appears as “Approved” in your Billing tab.
- Common Payment Processing ErrorsLearn the most common reasons online payments fail in Goodshuffle Pro and how to help your clients resolve them quickly.
- Will Payment Authorizations Complete on Lost Projects?Find out what happens to payment authorizations when a project is marked as lost.
- 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 and debit card refunds typically take to be processed and reflected on your client's statement.
- Why Can’t I Refund an Old ACH Payment?Here's why a refund to an ACH payment might fail and how to handle it.
- 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 full balance of a service.
- How Can I See a Report of All Upcoming Payment Authorizations and When They Will Be Made?Here's how you can use Custom Columns to see all upcoming pre-authorized payments in your project list.
- How Can I See the Amount of Fees When Capturing a Payment?Here’s how to view Stripe’s payment processing fees before submitting a manual payment in Goodshuffle Pro.
- What’s the Difference Between an Online and Offline Payment?Learn the key differences between Online and Offline payments in Goodshuffle Pro, including how each method functions and is recorded.
- How Can I Record an Account Credit for a Client?Learn how to record account credits using the Notes section of a client's profile in Goodshuffle Pro.
- How to Locate Outstanding Balances, Payment Dates, and Deposit InformationLearn how to see what your client owes, how much is due now, and when future payments are expected.
- How Can I Generate and Share Billing Summaries or Contracts That Reflect Payments?Learn how to generate and share billing summaries, contracts, and invoices that reflect payments and discounts in Goodshuffle Pro. Covers printing the unsigned contract, payment records, and sending invoices, plus…
- Can I Cancel or Stop a Payment After It Has Been Initiated?Once a payment is initiated in Goodshuffle Pro, it cannot be canceled or stopped, whether ACH or credit card. Learn why payments cannot be stopped and how to issue a…