Project payments
Request, track, and manage deposits, balances, and refunds on your projects
Will Payment Authorizations complete if I deactivate my account?Here's what will happen if you deactivate your account with active Payment Authorizations.
Will my client be notified of failed payments?This article explains who receives failed payment notifications.
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.
When will Payment Due Reminders send?This article is 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
How to I collect payment using a previously used method?How do I charge clients using it a payment method they have used before?
How To Check Your Company's Financial StatusKeep track of all your billing and payment statuses
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 ClientA "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.
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.
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!
What does my client see when paying through ACH?Here's what your client's experience will be like when they pay through ACH.
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 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.
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?Here's how you can remove offline payments from a project
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.
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 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.
How can I record a payment via cash?Here's how you can use Offline Payments to record payments through cash.
How can I record a payment via check?Here'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 methodsCan I split project payment billing between credit cards, cash, and checks?
Where are the details of a payment?Locate information on payments made, payments owed, refunds, credits, fees, and more.
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-PayHow do I automatically charge a client on a desired date?
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?Confirm that clients are receiving the correct pricing and billing information on their end
Purchase Order Numbers ProjectsA quick walkthrough on how you or your customers can enter PO#'s on projects
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?
Recording Offline PaymentsHow and why to record payments made offline such as cash, checks, account credit, credit cards on other systems, etc.
Track A Project’s Billing StatusKnow exactly what the client has paid and what you're owed.
Capture a PaymentHow to charge a client's credit card instantly
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'.
Saved and Previously Used Credit CardsHow to save client credit cards and when you can use them. Additional information about previously used cards/payment methods.
Collect Payment Over the Phone or In PersonTrack or capture payments made by cash, check, or via a credit card given over the phone.
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 BillingCan a client pay for a bill themself? YES! Have clients follow the link you email them for the easiest way to pay their bill!
What happens when an ACH payment fails?Here is more information about what happens after a failed ACH payment.
What are the fees for Buy Now, Pay Later?Here is more information about the Buy Now, Pay Later (via Affirm) fee.
What is Buy Now, Pay Later?Here is more information about Buy Now, Pay Later (via Affirm).
How can I enable or disable Buy Now, Pay Later in a Project?Here is how you can enable or disable Buy Now, Pay Later (via Affirm) on projects.
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.
What happens when a client pays with Affirm adds more to an order?Here's what a client would need to do should their project order increase, and they have opted into Buy Now, Pay Later
How will an item's price be broken down if my client already paid a deposit?Here's how much a client will pay if they add an item after paying a deposit.
How can I balance an overpaid project and apply those funds to a new project for the same client?Here is 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.
Creating Flexible Payment PoliciesHow to create flexible, tailored payment schedules to better meet your business and client needs.
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.
What is the difference between using Buy Now Pay Later (via Affirm) and using a Monthly or Flexible Payment Policy in Goodshuffle Pro?Here is how Buy Now Pay Later (via Affirm) payments differ from Monthly or Flexible Schedule payments.
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 Stripe will do if a client's credit card number has changed or expired and a refund has been processed.
How can I edit or remove an offline refund?
Issuing a Refund For an Online PaymentHow to issue a refund for an online payment
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 vs. 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 with Plaid
When will Stripe charge an "International Fee"?Here's when Stripe will charge and "International Fee" when a credit card is processed.
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.
Why can't I refund an old Buy Now, Pay Later payment?Here's why a refund to a Buy Now, Pay Later (via Affirm) payment would fail.
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.
How many cards can I use on a single project?This article walks through how many payment methods you can have on one Project.
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.
How to view payments received last year for projects this year.Here's how you can sort your payment journal by logistics start date.
How can I generate a statement for a customer showing all their jobs?Here's how you can see all the projects your customer has active.
What credit cards are accepted in Goodshuffle Pro?This article will list the Credit Cards accepted in Goodshuffle Pro
How can I generate a statement for all the remaining balances for a company?Here's how you can send a company a summary of all of the remaining (or A/R) balances they have with your business.