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Billing and Accounting
Billing and Accounting
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82 articles in this collection
Written by
Andrew Garcia,
Erik Dreyer,
Karen Gordon
and 5 others
How many cards can I use on a single project?
This article walks through how many payment methods you can have on one Project.
Written by
Paxton Nikkila
Updated over a week ago
What credit cards are accepted in Goodshuffle Pro?
This article will list the Credit Cards accepted in Goodshuffle Pro
Written by
Melissa Teague
Updated over a week ago
Taxes and payments
How do custom packages that are priced by contents report revenue?
How do custom packages report income when they are priced by contents?
Written by
Colin Connor
Updated over a week ago
Does the Payment Journal summary include taxes & fees?
How do I find out what I made after taxes and fees?
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How are taxes calculated on projects?
Where does the system pull tax totals from? How can I be sure my taxes are calculated correctly?
Written by
Karen Gordon
Updated over a week ago
Project payments
How can I see the amount of fees when capturing a payment?
Here's how you can see a total for Stripe's Payment Processing Fees when capturing a payment from the billing tab.
Written by
Colin Connor
Updated over a week ago
What would my client see on their statement after a charge is made?
Here's what your client would see as the estimated statement descriptor after a charge is made on their card.
Written by
Colin Connor
Updated over a week ago
How will my international clients see totals and pay their balances through Goodshuffle Pro?
Here's how a Canadian client will see their quote totals if you send it as a US based vendor.
Written by
Colin Connor
Updated over a week ago
Will Payment Authorizations complete if I deactivate my account?
Here's what will happen if you deactivate your account with active Payment Authorizations.
Written by
Colin Connor
Updated over a week ago
Will my client be notified of failed payments?
This article explains who receives failed payment notifications.
Written by
Melissa Teague
Updated over a week ago
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 fire on a project with a due balance.
Written by
Colin Connor
Updated over a week ago
When will Payment Due Reminders send?
This article is about when Payment Due Reminders are triggered.
Written by
Melissa Teague
Updated over a week ago
What does the online payment successful email look like?
Here's what the client will receive when an online payment succeeds
Written by
Colin Connor
Updated over a week ago
How to I collect payment using a previously used method?
How do I charge clients using it a payment method they have used before?
Written by
Colin Connor
Updated over a week ago
How To Check Your Company's Financial Status
Keep track of all your billing and payment statuses
Written by
Karen Gordon
Updated over a week ago
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
Written by
Colin Connor
Updated over a week ago
How can I handle payments for my projects?
Here's a quick video on how the Billing Tab can manage your payments.
Written by
Colin Connor
Updated over a week ago
Send An Invoice To A Client
A "How To" guide to send invoices to a client and re-sending up to date invoices so the client can pay the rest of the amount that is due.
Written by
Karen Gordon
Updated over a week ago
What will my client see when paying via Cash or Check?
Here's what it will look like to your client when they click to pay via cash or check.
Written by
Colin Connor
Updated over a week ago
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!
Written by
Colin Connor
Updated over a week ago
What does my client see when paying through ACH?
Here's what your client's experience will be like when they pay through ACH.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How can I charge a client's card I have 'on-file'?
Here's how you can push a charge to a client's saved Credit Card.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How can I remove or edit offline payments?
Here's how you can remove offline payments from a project
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How can I record a payment via Account Credit?
Here's how you can record payments made by Account Credit.
Written by
Colin Connor
Updated over a week ago
How can I cancel a pre-authorized payment?
Here's how you can cancel a scheduled auto-payment through the Billing Tab.
Written by
Colin Connor
Updated over a week ago
How can I record a payment by a credit card I processed myself?
Here's how you can use 'Offline Payments' to record a payment made by credit card using your own processor.
Written by
Colin Connor
Updated over a week ago
How can I record a payment via cash?
Here's how you can use Offline Payments to record payments through cash.
Written by
Colin Connor
Updated over a week ago
How can I record a payment via check?
Here's how you can use Offline Payments to record payments through check.
Written by
Colin Connor
Updated over a week ago
How do I send a payment reminder?
Send a client a payment reminder along with a live link to make the payment!
Written by
Karen Gordon
Updated over a week ago
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
Written by
Karen Gordon
Updated over a week ago
How to split up a project's payment between multiple payment methods
Can I split project payment billing between credit cards, cash, and checks?
Written by
Karen Gordon
Updated over a week ago
Where are the details of a payment?
Locate information on payments made, payments owed, refunds, credits, fees, and more.
Written by
Karen Gordon
Updated over a week ago
How to change my payment options
How to enable or disable online credit card payments, eCheck payments, and cash/check payment information.
Written by
Karen Gordon
Updated over a week ago
Capturing a payment via Auto-Pay
How do I automatically charge a client on a desired date?
Written by
Karen Gordon
Updated over a week ago
Changing the Deposit Amount in a Contract
How to change the deposit amount, payment due date, and processing fee settings in a contract
Written by
Karen Gordon
Updated over a week ago
What does the billing look like for the client?
Confirm that clients are receiving the correct pricing and billing information on their end
Written by
Karen Gordon
Updated over a week ago
Purchase Order Numbers Projects
A quick walkthrough on how you or your customers can enter PO#'s on projects
Written by
Andrew Garcia
Updated over a week ago
Why is there an outstanding balance or credit after a completed and paid contract?
The contract has been signed and payed for, but now it says they owe me money or I owe them? How do I fix this?
Written by
Karen Gordon
Updated over a week ago
Recording Offline Payments
How and why to record payments made offline such as cash, checks, account credit, credit cards on other systems, etc.
Written by
Karen Gordon
Updated over a week ago
Track A Project’s Billing Status
Know exactly what the client has paid and what you're owed.
Written by
Karen Gordon
Updated over a week ago
Capture a Payment
How to charge a client's credit card instantly
Written by
Karen Gordon
Updated over a week ago
Accepting ACH/E-Check Payments
This explains the payout delays associated with ACH/E-Check payments, and what to expect when a payment is 'Pending'.
Written by
Andrew Garcia
Updated over a week ago
Saved and Previously Used Credit Cards
How to save client credit cards and when you can use them. Additional information about previously used cards/payment methods.
Written by
Erik Dreyer
Updated over a week ago
Payouts: How do they work?
If you're asking yourself "Yeah, but how do I get paid?", this article is for you!
Written by
Andrew Garcia
Updated over a week ago
Collect Payment Over the Phone or In Person
Track or capture payments made by cash, check, or via a credit card given over the phone.
Written by
Karen Gordon
Updated over a week ago
Collect a Client's Payment Online via Live Link Contract Billing
Can a client pay for a bill themself? YES! Have clients follow the link you email them for the easiest way to pay their bill!
Written by
Karen Gordon
Updated over a week ago
Billing with Stripe
When will Stripe charge an "International Fee"?
Here's when Stripe will charge and "International Fee" when a credit card is processed.
Written by
Colin Connor
Updated over a week ago
How can I tell how much my client pays for Stripe's fees?
Here's where you can find all the details of the payments made by a client with all the fees they've paid from Stripe.
Written by
Colin Connor
Updated over a week ago
Credit Card Fees With Stripe
GS Pro uses Stripe to process credit cards and other forms of payment. Stripe has fees and here we will break down what they are.
Written by
Karen Gordon
Updated over a week ago
Project refunds
How long does an ACH Refund take?
Here's how long it will take for your client to receive an ACH refund.
Written by
Jake Scotto
Updated over a week ago
Will Stripe re-route a refund to a client's active credit card?
Here's what Stripe will do if a client's credit card number has changed and a refund has been processed.
Written by
Colin Connor
Updated over a week ago
How can I edit or remove an offline refund?
Written by
Colin Connor
Updated over a week ago
Issuing a Refund For an Online Payment
How to issue a refund for an online payment
Written by
Karen Gordon
Updated over a week ago
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?
Written by
Melissa Teague
Updated over a week ago
How to Fix an Overpayment?
My client accidentally paid more money than they owed for a service. How can I return the extra money?
Written by
Karen Gordon
Updated over a week ago
How can I record an offline refund?
Here's how you can record a refund made through cash, check, or another offline method.
Written by
Colin Connor
Updated over a week ago
How can I see exactly how much I should refund a client?
Here's how you can use a Discount Service to see exactly how much you'll refund your client and avoid a "Due" balance.
Written by
Jake Scotto
Updated over a week ago
Payouts/ Deposits
Will Stripe re-route a payout to my active bank account?
Here's what Stripe will do if your bank changes, and a Payout is on the way.
Written by
Colin Connor
Updated over a week ago
How can I see the total for funds not yet deposited?
Where do I find the total amount for the funds that haven’t been deposited into my bank account yet?
Written by
Colin Connor
Updated over a week ago
Why did my payout fail?
Here's a quick overview of when and why a payout may fail
Written by
Dominique Cheek
Updated over a week ago
Locate Outstanding Balances, Payment Dates, and Deposit Information
How to know how much a client owes and when is it due
Written by
Karen Gordon
Updated over a week ago
How long does a payout typically take?
Learn the payout process for our Stripe payment integration
Written by
Karen Gordon
Updated over a week ago
How to see the details of a payout
How to find if my payments have been transferred to my bank account, how much was transferred, and when.
Written by
Karen Gordon
Updated over a week ago
Why is a payment Pending?
This article explains the payout delays associated with payments
Written by
Melissa Teague
Updated over a week ago
Goodshuffle Pro account billing
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.
Written by
Colin Connor
Updated over a week ago
How can I enter a Promo code when registering for Goodshuffle Pro?
Here's where you can enter a promo code when first signing up for Goodshuffle Pro.
Written by
Colin Connor
Updated over a week ago
How can I add a Promo Code when adding a subscription?
Here's how you can add or redeem a promotional discount code when you're adding a new user or integration.
Written by
Colin Connor
Updated over a week ago
Billing For Goodshuffle Pro
This article breaks down how Goodshuffle Pro's billing is setup and when payments need to be made.
Written by
Karen Gordon
Updated over a week ago
Stripe Capital Loans
How do I unsubscribe from Stripe Capital Loan offers?
Here's how you can no longer receive Stripe Capital Loan emails
Written by
Jake Scotto
Updated over a week ago
How can I track the repayment for my Stripe Capital Loan?
Here's how you can see how much you've paid toward your Stripe Capital Loan.
Written by
Colin Connor
Updated over a week ago
How do I know if I've qualified for a Stripe Capital Loan?
Here's how you can see if you've qualified for a loan.
Written by
Jake Scotto
Updated over a week ago
Where can I see my Stripe Capital Loan offer amount?
Here's how you can view the amount you've qualified for.
Written by
Jake Scotto
Updated over a week ago
How can I view or review my Stripe Capital Loan Offer?
Here's where you can view and review your Stripe Capital Loan offer.
Written by
Colin Connor
Updated over a week ago
How can I see when a Stripe Capital Loan was transferred to my account?
Written by
Colin Connor
Updated over a week ago
How can I see the total amount paid toward my Stripe Capital Loan on a Payout?
Written by
Colin Connor
Updated over a week ago
FAQ about Stripe Capital Loans
Question about your loan offer or existing loan via our partners at Stripe Capital? Check out these commonly asked questions:
Written by
Karen Gordon
Updated over a week ago