Billing and Accounting
By Jake and 9 others10 authors95 articles
How can I pass only Credit Card or ACH fees?
How many cards can I use on a single project?
What credit cards are accepted in Goodshuffle Pro?
How can I link my bank using my account and routing numbers?
How do custom packages that are priced by contents report revenue?
Does the payment summary include taxes & fees?
How can I see the details of a tax jurisdiction?
How are taxes calculated on projects?
1099-K Tax Form For Your Business
How can I see the amount of fees when capturing a payment?
What would my client see on their statement after a charge is made?
How will my international clients see totals and pay their balances through Goodshuffle Pro?
Will Payment Authorizations complete if I deactivate my account?
Will my client be notified of failed payments?
When will a Payment Authorization capture funds on a project with a due balance?
When will Payment Due Reminders send?
What does the online payment successful email look like?
How to I collect payment using a previously used method?
How To Check Your Company's Financial Status
If I record a payment, will the client receive a copy of the receipt?
How can I handle payments for my projects?
Send An Invoice To A Client
What will my client see when paying via Cash or Check?
What happens when a payment fails?
What does my client see when paying through ACH?
How can I mark a check as 'Bounced' or 'Voided'?
How can I edit or remove an offline payment?
How can I charge a client's card I have 'on-file'?
How can my clients save a card they used for payment?
How can I notify my client when recording Offline Payments?
How can I remove or edit offline payments?
How can I keep a customer's card 'on-file'?
How can I record a payment via Account Credit?
How can I cancel or remove a pre-authorized payment?
How can I record a payment by a credit card I processed myself?
How can I record a payment via cash?
How can I record a payment via check?
How do I send a payment reminder?
How do I see if a client chose auto-pay as their payment method?
How to split up a project's payment between multiple payment methods
Where are the details of a payment?
How to change my payment options
Capturing a payment via Auto-Pay
Changing the Deposit Amount in a Contract
What does the billing look like for the client?
Purchase Order Numbers Projects
Why is there an outstanding balance or credit after a completed and paid contract?
Recording Offline Payments
Track A Project’s Billing Status
Capture a Payment
Accepting ACH/E-Check Payments/Transfers
Saved and Previously Used Credit Cards
Collect Payment Over the Phone or In Person
How can I see all payments received in a day?
Collect a Client's Payment Online via Live Link Contract Billing
What happens when an ACH payment fails?
What are the fees for Buy Now, Pay Later?
How long does an ACH Refund take?
Will Stripe re-route a refund to a client's active credit card?
How can I edit or remove an offline refund?
Issuing a Refund For an Online Payment
How can I refund my client for items they didn't receive?
How to Fix an Overpayment?
How can I record an offline refund?
Issuing a Refund vs. Giving Account Credit
How can I see exactly how much I should refund a client?
Why do I have to reconnect my bank with Plaid to process a refund?
Will Stripe re-route an Outbound Transfer to my active bank account?
How can I see the total for funds not yet transferred to my bank?
Why did my Outbound Transfer fail?
Locate Outstanding Balances, Payment Dates, and Deposit Information
How long does an Outbound Transfer typically take?
How to see the details of received credits
What are the different Company Activity types?
What is the difference between my Financial Account and my External Account?
How can I track the repayment for my Stripe Capital Loan?
How do I unsubscribe from Stripe Capital Loan offers?
How do I know if I've qualified for a Stripe Capital Loan?
Where can I see my Stripe Capital Loan offer amount?
How can I view or review my Stripe Capital Loan Offer?
How can I see when a Stripe Capital Loan was transferred to my account?
How can I see the total amount paid toward my Stripe Capital Loan per transfer?
FAQ about Stripe Capital Loans
How can I manually pay down some of my Stripe Capital Loan?