Set Up Your Account

Andrew Garcia avatar Erik Dreyer avatar Karen Gordon avatar +2
76 articles in this collection
Written by Andrew Garcia, Erik Dreyer, Karen Gordon and 2 others
Best practices

Coronavirus (COVID-19) guide and resources

A list of helpful information and resources to help navigate the coronavirus pandemic
Erik Dreyer avatar
Written by Erik Dreyer
Updated over a week ago

Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / Live

Steps on how to add Goodshuffle Pro's email address as a whitelisted email sender
Andrew Garcia avatar
Written by Andrew Garcia
Updated over a week ago

How can I hide incoming client messages to avoid marking them as read?

Here's how you can set a filter in your Gmail account to avoid opening a message and having it marked as 'Read' in Goodshuffle Pro.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Goodshuffle Pro Group Training Sessions

Here's where you can find out more about our next round of Group Training Sessions.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can Goodshuffle Pro remember my login information?

Here's how you can quickly dive back into Goodshuffle Pro.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Why shouldn't I forward or copy & paste my invoice links?

Here are a few reasons why you should only send the quotes from Goodshuffle Pro to the person signing & paying for the event.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I access Goodshuffle Pro from my mobile iOS (Apple) device?

Craving the ease of accessing our site in the form of a digital app? Here's how you can save our site as an app icon on your mobile device.
Mallory Mullen avatar
Written by Mallory Mullen
Updated over a week ago

What is The Great Suspender?

The Great Suspender will help Chrome (and Goodshuffle Pro!) run even faster
Colin Connor avatar
Written by Colin Connor
Updated over a week ago
How can I control my account settings?

How can I add a set of terms to my Receipt of Goods & Services?

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I remove PO Numbers from my projects?

Here's how you can disable the option for your clients to add a PO number to their projects.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I remove payment policies from my account settings?

Here's how you can delete any un-needed or outdated payment policies from your account.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I delete a payment policy?

Here's how you can remove a payment policy from your account.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I disable Online Payments?

Here's how you can turn off online payment options for your account.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I disable the ACH Payment option for my future projects?

Here's how you can disable ACH Payments for your upcoming projects
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I turn off cash or check payments for my projects?

Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I highlight important parts of my Terms and Conditions?

Here's how you can 'Bold' sections of your terms, to ensure your client can clearly see them.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I turn off photos on my quotes and invoices?

Here's how you can disable images on your quotes and invoices.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I control how many times my clients receive a Payment Due Notification?

Here's how you can control the frequency of your Payment Due Notifications.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I send my clients a overdue payment reminder?

Here's how you can send an automated message when a payment is past due.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I notify a client that a payment will be due?

Here's how you can set up automated notifications before a payment becomes due.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I disable Payment Reminder emails?

Here's how you can turn off the Automatic Payment Reminder emails.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I change the listed account representative for my account?

Here's how you can update the account representative for your company.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I control showing the Sales Lead on my projects moving forward?

Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Manage Your Company’s Policies and Taxes

Add & edit terms & conditions, payment policies, cancellation policies, and taxes. Plus, a reminder on Stripe's processing fees!
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How can I turn my Cancellation Policies off account wide?

Here's you can turn off your cancellation polices on all your projects moving forward.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I change the colors on my quotes and invoices?

Here's how you can customize the colors that will show on your quotes and invoices.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago
How can I quickly set up my Goodshuffle Pro account?

Manage Your Company’s Information

Add & edit your company profile, location, and bank info. Also view all electronic transfers to your account.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Add, Edit, and Crop Your Company Logo

Steps on how to add your company logo and use our built in editor to crop and edit.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Add your company's logo

How to add a company logo that will appear on contracts, pull sheets, and all important documents visible to your clients
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings

How admins can add or change default Terms & Conditions, Payment Terms, and Cancellation Policies in account settings
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How can I hide my Headquarters address on my quotes and invoices?

Here's how you can show just a PO Box on your client facing material.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Manage Company Location

How to edit/add company location, phone number, store hours, and delivery options.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Add your company's bank information

How to add your company's account and routing number to receive direct payments
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How can I add a file to my Terms and Conditions

Here's how you can include a link to a PDF, JPEG, or other document in your Terms and Conditions Templates
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I add a custom cancellation policy?

Here's how you can add a custom cancellation policy on your account.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I make changes to the company information that shows up on the client quotes?

Changing information such as company location, name, image, phone number, and email on a client's quote.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How can I create multiple Terms and Conditions?

Here's how you can set up your Terms and Conditions templates to reflect the needs of your specific project.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago
How can I manage the billing of my subscription?

Could my client's sign and pay after my account is deactivated?

Colin Connor avatar
Written by Colin Connor
Updated this week

How can I see what I'm paying for each month?

Here's how you can see a summary of all the subscriptions on your account.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I deactivate my Unlimited Read-Only User Subscription?

Here's how you can remove your Unlimited Read-Only User Subscription.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Manage Your Subscription/Billing

When will I be billed for my Goodshuffle Pro accounts? What's the difference between core, annual, and monthly accounts?
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How can I download the invoices for my subscription?

Here's how you can quickly access the invoices for your Goodshuffle Pro subscription.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I change the card I use to pay for my account?

Here's where you can change the card you use to pay for your subscription.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I save 10% on my subscription?

Here's how you can switch to annual billing to save 10% on your Goodshuffle Pro subscription.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How to deactivate your subscription

Learn how to cancel your free trial, close your account, or close another user's account.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

When does my subscription renew?

Here's how you can quickly see when your subscription will renew.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Manage Your Free Trial

What can users do during their free trial and when will they be charged?
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago