Billing and Accounting

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

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

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

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

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 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

Issuing a Refund vs. Giving Account Credit

Learn the difference between issuing a client a refund and providing the client with a credit

Written by Karen Gordon
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

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