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Projects

Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.

Creating and Managing Projects

Step-by-step instructions to build new projects and proposals

How can I add an existing contact from my directory to a project?Here's how you can add a new project for a contact in your directory
How can I edit the price of an item on a project?Here's how you can assign specific pricing to an item on a project.
How can I send my client multiple options for their quotes?Here's how you can take advantage of Line Item Groups and the Live Link to quickly change options on a quote.
How can I discount a project?Here's how you can add a discount to your projects.
How can I change the company on a project?Here's how you can change the company associated with a project.
How can I create a retainer quote?Here's how you can record an inquiry or retainer quote for your clients.
How can I add notes to my items on a project?Here's how you can add internal or external notes on your inventory items that will appear on that specific project.
What is the project timeline?What's this bar at the bottom of my project? How do I know where I am in the event execution process?
Can I create a new client on a project?Here's how you can quickly create a new client while on a project.
How can I create a new company from a project?Here's how you can create a new company from within a project.
Where can I see client facing project notes?Here's where you can see external notes for your projects.
Preview A Contract As a ClientUse this guide to make sure project information is portrayed to a client to your liking using client view
Create a Line Item Group on a Contract
How do I build a contract?How to enter all the important information to create a client-ready contract in minutes.
Add Delivery or In-Store Carryout / Return to ContractsHow to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.
Add Inventory to a ContractAdd your inventory items, or create custom items and packages on the fly.
Add Additional Fields to ContractsHow to add a day of contact and client-facing & internal only notes
How can I add a multi-day discount to items on a project?Here is how you can use Line Item Groups to create discounts for items that are rented for multiple days.
How can I process 'terminal' transactions?This article will show you how to quickly duplicate a project template to charge and track in store transactions.
Add a Client to a ContractHow to add the contact you'll be sending the contract and other communications to.
Add a Venue to a ProjectHow to add the location of the event from either your saved venues or using google maps to create a new venue.
How can I just view completed packages, not individual items when adding to a project?
How can I bulk archive projects?Here is how you can bulk archive projects from your Projects List to remove them from your view.
How do conflicts work with Unsigned Changes?How do conflicts behave with unsigned changes on a Project?
How can I view notes on my Projects Tab?Here is how you can use custom columns to view your external notes.
How can I Rename an Item on an Order?
How do I create custom floral recipes in Goodshuffle Pro?Heres how you can build a custom wedding bouquet on an order using your inventory items.
Adding Custom Items To a ContractHow to add custom, non-inventory to a contract upon client request
How do I show clients any optional items with pricing?
How can I adjust the quantities on an order?Here's how you can adjust how many items are included on a project.
How can I add inventory items to an existing package?Here's how you can add your inventory to an existing package on your projects.
How can I change the pricing structure of an item on a project?Here's how you can quickly change an item from a daily rate to a flat rate on your projects.
How can I move an item from one group to another?Here's how you can drag and drop items between line item groups.
How can I hide or remove multiple items on a contract?Here's how you can bulk hide or remove items from a quote or invoice.
How can I charge my clients for an extra rental days?Here's how you can extend the Line Item Group dates to charge your client for additional days.
How can I edit logistics on a project?Here's how you can edit delivery logistics on a project.
How can I remove an item from a project?Here's how you can remove an item from a quote or contract.
How can I change the order of the images on a Custom Item?Here's how you can Drag and Drop the images on a Custom Item.
How can I add Services to a Project?Here's how you can add services to a project.
How can I remove the price override on an item?Here's how you can remove the overridden price on an item and revert it to the calculated rate.
How can I Unarchive a Project?Here's how you can unarchive or 'restore' a project.
How can I select a different set of terms & conditions on a project?Here's how you can select a different terms & conditions template on a project.
How can I bulk delete projects on my account?Here's how you can bulk delete on your account.
How do contract level discounts impact taxes?A quick view at how discounts impact the tax charged on your items.
What happens when I mark a project as 'Lost'?Here's what will happen when to any payments already made on a 'Lost' project.
How can I prevent a project from syncing with Google Calendar?Here's how you can disable the Google Calendar sync for specific projects.
How can I reschedule an order?Here's how you can reschedule an event.
When Should I 'Close' the Fulfillment Status?Here are examples for when you should 'Close' the Fulfillment Status.
How can I manually mark the project as signed?Here's how you can mark a project as signed on behalf of the client.
How do I change the pickup or drop off date/time on a project?Here's how you can quickly edit a logistic on your project.
How can I unmark a project as Lost?Here's how you can 'recover' the project from a Lost status.
How can I 'unsign' a project?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How Can I Duplicate a Project?Duplicating a project to create a new one with the same/similar information
How can I change the invoice date on a project?Here's how you can change the invoice date for your clients.
Why can't I mark a project as Lost?Here's why you may not be able to mark a project as Lost.
Why can't I archive a project?Here's why you're unable to archive certain projects.
How can I unarchive a Project?Here's how you can move a project from your Archived folder to your Open projects.
What's the difference between 'Closing' fulfillment and 'Archiving' the project?Here's when you'd want to 'Close' the fulfillment status, and when you'd want to 'Archive' the project.
How can I duplicate a line item group?Here's how you can duplicate a Line Item Group on a project.
How can I send my client an invoice instead of a quote?Here's how the flow of a project works so you can send your client a quote or an invoice.
How can I cancel a project?Here's how you can mark a project as 'Lost' to signify the project isn't moving forward.
Can I move a project status backwards?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
How can I rename a project?Here's how you can change a project's name.
Can I manually change a project's status?Here's how you can manually move a project from New Project all the way to Contract Signed.
How to delete a project?Delete a new project you no longer need
How can I move items on a project?Here's how you can re-order your rental items on a project.
How can I only add my inventory from a specific location to a project?Here's how you can use Attributes to quickly add items by their specific location
How can I see the description of an item before adding it to my project?Here's how your team can get a quick reminder of an item's description before adding it to a project.
How do I edit a signed contract?How to edit a signed contract, push those edits to Fulfillment (if you like), and move the contract from red, back to green.
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies Within a ProjectHow to adjust your contract terms per project.
How can I change Terms & Conditions within a project?Here's how you can change your Terms & Conditions on the fly from within a project.
How can I edit or remove a discount on a project?Here's how you can adjust or remove a project level discount
How can I search for a project by location?Here's how you can search and filter your projects by address, city, or venue.
How can I Archive a project?Here's how you can remove a completed project from your 'Open' project list by Archiving it.
When should I Archive a project?Here are best practices for when to Archive a project.
How can I see projects for yesterday, today, or tomorrow?Here's how you can quickly search your Project List by events happening either today or tomorrow.
How can I find a project for an old or removed address?Here's how you can pull up any projects for and old or removed address.
How can I search for multiple project numbers at once?Here's how you can use the Project page to search for multiple Project IDs at once
Find ProjectsWhere are my projects?
Where can I find the Project ID number?Here's where you can find the project ID number
How can I scroll through my Upcoming Projects on my Dashboard?Here's how you can scroll through any upcoming projects listed on your dashboard.
How can I find a project by my client's phone number?Here's how you can search your project list by a contact's phone number.
Customize your project listHere's how to sort and filter your columns on your project list
How can I find a project by invoice number?Here's how you can use the invoice number on a project to find it in your project list
How do I collapse line item groups?Sometimes it’s helpful to collapse line item groups to reorder things.
What does each contract status mean?The definition of each color-coded contract status and how to manage/change them.
What do the different status colors mean?Learn what each project status means for Goodshuffle Pro.
Where are my Archived Projects?Here's where you can find your Archived Projects.
How can I tag my Projects to track lead status or referral source?Here's how to track a custom tag/property per project by using the Internal Notes Section.
How can I see who works with a company?Here's how you can quickly see all employees that work with a company
How can I add a project coordinator across multiple projects with different clients?Here's how you can set up your projects so that your primary coordinator and their clients are listed on your projects
How can I replace a client on an order?Here's how you can remove a client on a project
How can I change the phone number and email address featured on my Quotes and Invoices?Here's how you can adjust the sales lead's contact information on a project.
How can I add multiple contacts to a project?Here's where you can enter in multiple email addresses for your projects.
How can I change the client on an order?Here's how you can remove or replace a client on an order.
How can I use a new client's address as the venue?Here's how you can create a new contact from within a project and use their address as a venue.
How can I use an existing contact's address as a venue?Here's how you can use an existing client's address as a venue.
How can I edit a Venue's address on a project?Here's how you can adjust a Venue's details while in a project.
How can I select a Sales Office for a Project?Here's how you can select a specific Sales Office for your projects.
How can I choose which location my client will pickup/drop-off their items from?Here's how you can choose which of your locations your client will use for their in-store pickups and drop-offs
How do I add specific locations to a Venue?Whether you’re delivering to a specific room or to multiple locations within a Venue, we have you covered.
How can I see which projects an item was damaged?Here's how you can use the item detail panel to view all projects where an item was marked as a Set Aside
How can I send my client a Voided invoice?
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.
Project Reporting & Insights

View how to report on Project details and Insights

How can I just see my future projects on my project list?Here's how you can filter your project list to hide any archived projects or projects that no longer need your attention.
How can I print a list of all upcoming signed jobs?Here's how you can filter your project list and download an excel document containing all upcoming signed projects.
How can I track projects cancelled due to COVID-19?Here's how you can cancel and track projects cancelled because of COVID-19
How can I add my projects I'm donating items for?Here's how you can add and track your 'Donation' events.
How do I reschedule an order due to COVID-19 and report on any losses?Here's how you can reschedule and order and track any losses due to the Corona Virus.
How can I create a delivery route for my drivers based on truck assignments?Here's how Sales and Crew Users can create a truck route for your deliveries using Google Maps.
How can I just see my projects that have a truck delivery?Here's how you can filter your project list by Logistics Type to just see your projects with in-store or delivery logistics.
How can I see who is delivering a project?Here's how you can use the 'Fulfillment Notes' Custom Column to quickly see who is delivering your projects.
How can I see a report of all upcoming payment authorizations and when they will be made?Here's how you can use the Custom Columns in your project list to see all upcoming pre-authorized payments.
How can I filter my project list by specific dates?Here's how you can filter your project list by a weekend, a month, or any other specific range.
How can I see an ideal route between projects?Here's how you can see the routing that is best predicted by Google Maps.
Why did all my archived projects end up back in my project list?Here's how you can sort your project list to show All Projects, Open Projects, or Archived Projects.
How can I see how much a salesperson brought in during a month?Here's how you can use your Project List to see how much each of your sales team brought in during a given time range.
What kinds of notes can I include within a project?Here's where you can mark all the important details for your projects, and even see them on your Project List.
How can I sort my projects by client?Here's how you can use the 'Client' Custom Column to sort your project by client.
How can I see what items are on my upcoming projects?Here's how you can use the 'Line Items' Custom Column to quickly see what items are on your projects.
How can I sort my projects by their start date?Here's how you can organize your projects by the date of the first logistic, so you can see your earliest or farthest project.
How can I see which of my projects have a remaining balance?Here's how you can add the 'Remaining Balance' Custom Column to see how much your client needs to pay, even if it's not due at this time.
How can I see when my projects were last sent and opened?Here's how you can use the 'Messages' Custom Columns to see when the last message was sent and opened for your projects.
How can I see whose been assigned to my projects?Here's how you can use the 'Other Members' custom column on your Project List to see who has been added to your projects.
How can I sort my projects by Event Start?Here's how you can use the Custom Columns to sort your inventory by Event Start.
How can I filter my projects by project status?Here's how you can filter your projects by New, Quote Sent, and so on.
Will my Archived Projects update the Event Type report on my Dashboard?Here's what will happen if you adjust the Event Type on your Archived Projects
How can I download my Project List?Here's how you can export an excel document of your Project List.
How can I sort my projects by Company?Here's how you can use the Company Custom Column to quickly sort your projects by company.
How can I track my costs on a project?Here's how you can use custom columns in Goodshuffle Pro to track the profit and loss on a project.
How can I see a total of my jobs before tax?Here's how you can use the Custom Columns to see your contract totals before tax.
How can I track my yearly projects?Here's how you can use Tasks and other features to keep track of your yearly projects.
How can I print a pull sheet for all my projects that are in progress?Here's how you can use the Fulfillment Open/Closed and the Bulk Download to print one pull sheet for all current projects
How can I see when a project was created?Here's how you can use custom columns to see when a project was first made.
How can I see when my staff created projects?Here's how you can use the custom columns on your project list to see when your team created projects.
How can I tell which of my signed projects have been paid?
How can I see which of my projects have delivery or in-store logistics?Here's a couple of ways you can identify the type of logistics on your projects.
How can I remove my completed projects from my project list?Here's how you can bulk archive your completed projects.
How can I see how many projects are going out in a day?Here's how you can use the Google Calendar integration to quickly see which projects are going out or coming in on a given day.
How can I see when a client first signed a contract?Here's how you can use the custom column of First Signed to sort your projects by when your client first signed the contract.
How can I see all my projects for a year?Here's how you can use your project list to see all your projects for a given year.
How can I see which of my projects have a Due balance?Here's how you can use your custom columns to easily see which of your projects have a due (or paid) balance
How can I print off all my pull sheets for a week?Here's how you can use the Bulk Download feature and a keyboard shortcut to print off multiple pull sheets.
How can I download all my invoices in a given period?Here's how you can use your Project List to show you all the contracts for a given period.
How can I see the subtotal of products on a project?Here's how you can add a custom column to see a subtotal of products on your orders.
How can I see a subtotal of all custom items on my projects?Here's how you can add a custom column to see a subtotal of the custom items on your orders.
How can I see the subtotal of my services on a project?Here's how you can add a custom column to see a subtotal of the services on your orders.
Where can I see reports about my projects?Here's how you can use Custom Columns to generate reports on your projects.
How can I see how much I made in a month?Here's how you can use the Project List to find out how much you've made in a month.
How can I select which dates my project list filters by?Here's how you can adjust which dates your project list can be filtered by.
How can I see the subtotals for Products over a year?Here is how you can see product subtotals over a year and compare it year-by-year using the Specific Dates filter.
How can I create a report for Receivables or Revenue due today or between 0-30 Days?Here is how to use Custom Columns on your Projects List to generate a report on receivables or revenue due between 0-30 days.
How can I quickly see a contract's tax total?Here's how you can add the Column to your Project List to easily see Contract Tax
How can I see the entire window for my deliveries and pickups?
How to run a report on your sales for products, services, and deliveries.Quickly find out how much each part of your projects is making your business.
How can I see how often we deliver to a venue?Here's how you can see which venues/locations you are delivering too most often.
How can I view all projects that have a delivery/pickup logistic?Here's how you can filter your project list to view projects that have a Delivery and/or Pickup.
How can I view all projects with an In-Store logistic?Here's how you can filter your project list by projects that include an in-store pickup/return.
How can I filter my project list by projects created inside Goodshuffle Pro?Here's how you can filter your project list to exclude Wishlist submissions.
How can I see all projects that have a Due balance?Here's how you can filter your project list by projects with a due balance.
How can I see all projects that have been overpaid?Here's how you can filter your projects that your clients have overpaid on.
How can I only see projects that have been paid in full?Here's how you can filter your project list by your fully paid projects.
How can I filter my project list to show projects with Potential Conflicts?Here's how you can filter your projects by a Potential Conflict Inventory Alert.
How can I see only Projects submitted via the Website Integration?Here's how you can filter your project list to view all events submitted via your Wishlist Integration.
How can I see the Amount Due from my Project List?Here's how you can add the Amount Due Custom Column to your Project List.
Are Archived Projects included in my Sales Report on my Dashboard?
How can I filter my project list by Fulfillment Status?Here's how you can filter your project list by Open or Closed fulfillment.
How can I filter my project list to show projects with Conflicts?Here's how you can filter your projects by a Conflict Inventory Alert.
How can I generate a statement for a company with all their open balances?Here's how you can use your Custom Columns to see all the projects for a company with a remaining balance.
Does the Dashboard report include taxes?Find out if your Dashboard Sales report panel includes taxes.
How can I filter my project list to show projects with Subrentals?Here's how you can filter your projects by a Subrental Inventory Alert.
How can I see how much my clients owe me from the dashboard?Here's how you can quickly find the total amount due for your account from your Dashboard.
How can I see my total amount due on my projects for a specific date range?Here's how you can see the total due amount on your projects for a given date range.
How can I download a list of all my projects for a week?Here's how you can sort your projects and download a Excel document containing all your requested information.
How can I filter my Sales Dashboard by Salesperson?
How can I see a quarter's expected revenue?Here's how you can use you Project List and your Custom Columns to see the project totals for a quarter.
Do tasks show on the dashboard for archived projects?This article is about when you will see Task on a project.
How can I see total remaining balance within a year?Here's how you can see a total outstanding balances for a year.
How can I view our transaction history by date?Here's how you can run a Client Activity report for a particular date range.
How can I see all my projects for a company?Here's how you can search your project list by Company.
How can I see which of my projects have a remaining balance?Here's how you can use the 'Remaining Balance' Custom Column to see how much your client has yet to pay.
How can I sort my projects by Event Type?Here's how you can use the Custom Columns to sort your projects by Event Type.
Which projects are included in my Sales report on my Dashboard?Here's which projects would be included in your Sales report on your Dashboard.
Will Archived Projects be included in the Due Balances on the Dashboard?
How can I generate a sales report?
Will payment authorizations complete on lost projects?
How can I create a Monthly Billing Statement for a Client?Use the Projects List to generate a Monthly Billing Statement for a Client.
Will I receive an email when my client selects to auto-pay on a project?Here's what you (and your client) will receive when they authorize future payments
How can my client pay for the entire amount of a service on a project?Here's how you can require a 100% deposit for the entire balance of a service.
Why can't I refund an old ACH payment?Here's why a refund to an ACH payment would fail.
How can I charge my client for the entire balance of project?Here's how you can charge your client the entire balance of the project, and not require a deposit.
What's the difference between an Online and and Offline payment?Here's the difference between Online and Offline payments.
How can I find the status of an Outbound Transfer?
How can I capture a payment without passing on the fees?Here's how you can capture a payment without passing the fees if your client has already processed a payment with the fees.
What is the estimated time frame for a refund to process and how long does it take for the customer to receive it?Here's how long credit card refunds take to be processed.
How can I make sure my client is paying Stripe's fees on my projects?Here's how you can quickly tell how much your client has paid for Stripe's fees.
How can my client split a payment between two credit cards?Here's how your client can split their payments between multiple credit cards.
Will my client's auto-pay authorization change if I add items to the project?Here's what will happen if the project amount increases and your client has already authorized a payment.
Why is a project not showing up as 'Due'?Here's why a project won't show as Due on your project list.
Why does my client have to pay the entire balance now if I have a deposit and remainder due 7 days before the event?Here's why your client is having to pay the whole balance of a project, even if you've got a deposit based payment policy.
How will Stripe's processing and transfer fees be deducted from my outbound transfers?Here's where you'll see Stripe's processing and transfer fees deducted from your transfers.
When can I expect an Outbound Transfer (f.k.a. Payout) for a payment made on a project?Here's when and how payments will be processed through Stripe
How can I print a record of payments for a project?Here's where you can find a record of all payments made on a project.
Are there additional fees for refunds?Where's a breakdown of what will happen when you process a refund
How can I tell if a payment on a project has been deposited?Here's where you can find a related transfer on a project.
Where can I see how much a client has paid on my projects, contracts, and invoices?Here is where you can quickly see how much a client has paid and how much is due on your documents.
How can my clients remove a pre-authorized payment?Here's how your clients will be able to remove any auto-payments they scheduled
How can I add a Credit Card Authorization form to my projects?Here is how you can use your Terms & Conditions for Credit Card Authorization forms
How can I see the Payment Schedule for my projects?Here is how you can view upcoming payments from the Billing tab in a project.
How can I see total deposits paid on upcoming events?Here's how you can now the total funds paid to upcoming projects.
Will my client's auto-pay authorization change if I remove items from the project?Here's what will happen if the project amount decreases and your client has already authorized a payment.
How can I see all my Archived Projects within a given period?Here's how you can see all your Archived Projects in a year, quarter, month, and so on.
How can I download a sales report by a teammate or sales lead?Create sales reports per teammate to see how they’re doing base on net paid, contract totals, and the remaining balance
How can I see my percent of conversions?The easiest way to find your percent of conversions is through your Project List and a quick bit of math.
How can I see all projects that were delivered in a year?Here's how you can use the project list Custom Columns and the download to quickly see all projects that were delivered in a year.
How can I see a summary of any fees paid on payments?Here's how you can use the Client Activity report to quickly see all fees you've paid on your payments in a year.
How can I see the total of all discounts given within a period?Here's how you can use the 'Discount Subtotal' Custom Column to see all discounts across projects in a time frame.
How can I see projects that have been paid, but not signed?Here's how you can use the Net Paid and Remaining Balance Custom Columns to see all project that have had payments applied to them.
How can I see contract totals by client?Here's how you can generate a report on clients using Custom Columns, Project List Download, and Google Sheets
How can I see a report on my Lost projects?Here's how you can use the Project List and the Custom Columns to gain insight into your Lost Projects.
Which payments were online vs recorded offline in a year?Here's how you can use the Client Activity report to see which payments were received through Stripe or other methods.
How can I see projects for a particular salesperson?Here's how you can filter your project list by Sales Lead to track the activity of a salesperson.
How can I see the subtotal for Deliveries on my projects?Here's how you can use the Logistics Subtotal Custom Column to quickly see how much you charged on deliveries for your projects.
How can I download a list of the email addresses on my projects?Here's how you can use the 'Client Email' Custom Column to see the email addresses on your projects.
How can I see contract totals for a client over a year?Here's how you can use your Custom Columns to see the project totals for a specific client in a year.
How can I see my project totals for a given period?Here's how you can use the custom columns to quickly find out the total value of your projects in a given period.
How can I report on the performance of my Sales Offices?Here's how you can use in the 'Sales Office' Filter to report on the performance of your different sales offices.
How can I see a report of all projects for a client with an open balance?Here's how you can use the Custom Columns on your project list to see all projects for a client that have a due balance.
How can I calculate Sales Commission for my team?Here is how you can use your Projects List or the Client Activity Report to calculate Sales Commission for your team.
How can I see total sales for a specific city?Here's how you can customize your project list to quickly generate contract totals for a specific city.
How can I see a report of my contract subtotals by event start?Here's how you can use Custom Columns and the download to see your monthly contract totals based off of event start (not logistics start).
How can I see all the projects and their statuses for a client?Here's how you can use your project list to search for clients and use the custom columns to get all the information you need.
What Custom Columns should I have on my Project List?Here are some best practices and example scenarios for how to set up your project list.
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.
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 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.
How do refunds or delinquent payments work for Buy Now, Pay Later (via Affirm)?Learn more about the process for refunds, canceled events, and delinquent payments when clients pay using Buy Now, Pay Later (via Affirm).
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.
Project Settings

Learn how to manage your project settings

How can I quickly see if delivery is required on an item on an order?Here's how you can display Client Visible Attributes when you are creating a project.
How can I update the Terms & Conditions on an existing project?Here is how you can refresh, or update, the Terms & Conditions on a Project.
How can I hide my cancellation policy on a project?Here's how you can hide the system generated cancellation policy on a specific project.
How can I show attributes on my digital pull sheets?Here's how you can show/hide details on your digital pull sheets.
How can I show a subtotal by Line Item Group on my quotes and invoices?Here's how you can control showing a subtotal by line item group on your client facing documents.
How can I remove cancellation policy on project?
How can I create new payment policies from within a project?Here's how you can create entirely new payment policies from within a project.
How can I change the Payment Options available on a Project?Here's how you can disable/enable Credit Card or ACH Payments for specific Projects.
How can I mark my taxed items on my invoices?Here's how you can make it clear which of your items on a project are being taxed from the Project Settings.
How can I turn off cash or check payments on a project?Here's how you can disable offline payment options for a project.
How can I add Event Times to my Pull Sheets?Here's how you can list the Event Times on your Pull Sheets.
How can I hide item descriptions on my invoices?Here's how you can hide item descriptions on your projects.
Will a Crew User see 'Day of Contact' and event information?Here's how your Crew User can view project information from the Receipt of Goods and Services.
How can I remove the Sales Lead info on my quotes and invoices?Here's how you can hide the Sales Lead info section on a project.
How can I hide the Line Item Group Dates on my project?Here's how you can hide the Line Item Group Dates on your projects from the project settings.
How can I change how many times Payment Due Notification will send?Here's how you can control the frequency of your Payment Due Notifications.
How can I check who is paying Stripe's fees for a project?Here's how you can choose if either you or the client will pay Stripe's fees on a project.
Where can I see internal project notes?Here's where you can see internal notes for your projects.
How can I update or refresh the terms on an existing project?If you've made adjustments to your terms and conditions, here's how you can apply those changes to existing projects.
How can I remove the attached PDF from my Quotes and Invoices?Here's how you can disable the attached PDF for your projects.
Where can I add in internal delivery notes?Here's where you can add important information regarding your deliveries.
How can I show / hide Unit Price and Quantity on my quotes & invoices?Here's how you can just show the dollar total for your inventory items on your quotes and invoices.
How can I turn off the Automatic Payment Reminders on a Project?Here's how you can disable the Automatic Payment Reminder emails on a specific project.
How can I show a guest count and event type on my invoices?Here's how you can enable Guest Count and Event Type on your invoices.
How can I add notes to a project?Here's where you can add internal and external notes to a project.
How can I change the rental dates for a project?Here's how you can change the line item group dates on a project.
How can I not show hidden items when I'm creating a project?Here's how you can use 'Display' to hide hidden items.
How can I set the event dates on a project?Here's how you can add more detail into the Project Info on a project.
How can I mark the event type of my projects?Here's how you can record the event type of your projects.
How can I add guest count to my projects?Here's how you can use the Project Info to add the amount of guests to your projects
How can I change the Payment Policy on a project?Here's how you can change the payment policy on your projects on the fly.
How can I create Flat Rate Deposits?Here's how you can create a Flat Rate Deposit payment policy
How do I adjust my contract settings?How to hide or show sales lead, attributes of items, and descriptions of items, as well as how to control your payment methods accepted.
How can I disable/re-enable Online Signatures for a Project?Here's how you can turn off online signatures for your project.
How can I change the name of the person sending the quotes on my projects?Here's how you can change the Sales Lead on your projects.
What project and payment options can I control from my Account Settings?Here's all the things you can toggle for your projects from your Account Settings.
How can I disable Purchase Order Numbers for my projects?Here's how you can disable the Purchase Order field for your future projects.
How can I create project templates?Here's how you can use 'Duplicate Project' to create project templates
How do I show or hide Item Attributes on a contract?Do you want to simplify a contract for a client? You can remove the item attributes and solely show the item names.
How can I hide inventory photos on my contracts?Do you not have photos for most of your inventory yet? Or are you just working with a client who doesn’t need pictures per item?
How can I enable Online Payments?
Pull Sheets & Receipts

Create, customize, and download documentation for internal and external use

What if my client wants to sign their contract in-person?Here's how you can manually move a project into a 'Signed Contract' status if your client signs in-person.
How can I fully move through a project if my client wants to proceed 'in person'Here's how you can create a project, print your quote, record signature, manually advance the status, and capture payments
If I'm taking reservations in person, how would I do this without sending them an email?Here's how you can manually move a project into a 'Signed Contract' status if your client signs in-person.
How can I countersign a project?Here's how you can countersign a project for a client.
How can I create projects from before using Goodshuffle Pro?Here's how you can create projects and add payments for projects that you are working on before you started using Goodshuffle Pro.
Track Offline ProjectsShould I enter projects I already had before I got Goodshuffle Pro? What about handshake deals? (answer: Yes!)
How can I print a pull sheet for all my projects that are in progress?Here's how you can use the Fulfillment columns and the Bulk Download to print one pull sheet for all current projects
How can I change which picture appears on my pull sheets?Here's how you can make an image for an item the primary image so that it'll show on your pull sheets.
How can I create a custom pull sheet?Here's how you can use the Excel export of your pull sheet to create a custom pull sheet for your team.
How do I download my project documents?Learn how to download Contracts, Payment History, Schedules, Pull Sheets, or Receipt of Goods and Services.
Project files

Upload and manage files attached to specific projects, like permits or diagrams

How can I print an Hourly Schedule?Here's how you can access and hourly schedule for your project.
How can I control my printer settings?Here's how you can scale or resize PDF pages in Acrobat or Reader and other tips on adjusting your print settings.
How can I send a receipt of payment?Here's how you can send your clients a full list of all payments made on a project as a receipt.
Why don't my packages show on my pull sheet by item category?Here's why you don't see your pull sheets by item category.
How can I download documents for multiple projects at once?Contracts, schedules, pull sheets, and more can be downloaded in bulk from the project list.
How can I download contracts for multiple projects at once?Contracts can be downloaded in bulk from the project list.
How can I download receipts of goods and services for multiple projects at once?Receipts of goods and services can be downloaded in bulk from the project list.
How can I download service schedules for multiple projects at once?Service schedules can be downloaded in bulk from the project list.
What does the QR code on the top of my pull sheets do?Here's where the QR code will send you and your team if they scan it from their phones.
How can I download pull sheets for multiple projects at once?Pull sheets can be downloaded in bulk from the project list.
Adding And Managing Project FilesHow to add images, logos, floor plans, details, and other important files into your project
Client View

Understand what your clients see and how they interact with quotes and invoices

Where will the addresses show on my quotes and invoices?Here's where the addresses for the contact, company, and venue will show on your quotes and invoices.
Do clients have access to view all project files?Your clients will not be able to access project files.
What happens when a Quote is signed?Here's what will happen after your client signs a Quote.
Where will my cancellation policy show to my client?Here's where your client will review your cancellation policy before signing the contract.
How can my clients print a receipt of payments?Here's how your clients can print a receipt of payments made on our projects.
Where does my company contact information show for my clients?Here's where your company's contact information will show on your quotes and invoices.
Will my client's see changes to a quote in real time?Your client will see updates to their quotes immediately with the sign and pay link - here's how it looks!
Where will my sales lead show on my projects?Here's where your sales lead will show on your Quotes and Invoices
How does project information appear to a client?Here's how all the project details will appear to your client.
How can my client change how much they pay after signing?Here's how your client can edit the amount that they pay online after they sign.
Where can my client see the fees they've paid on an order?Here's how you can show your client any fees they've made on their payments
What Email and Subject Line do my quotes have?Here's how your email and subject lines will appear on your quotes so you can tell your client what to look for.
Can a client sign a Lost project?Here's what your client will see if they try to open a Lost project
What is the client experience?Here's what your client will experience when signing and paying.
Images on Quotes, Invoices & Pull SheetsHow to get item images to appear on printed materials and online interactive views.
How can my clients set up Auto Pay?Here's how your clients can easily opt in to automatically pay the remaining balance after the deposit.
Where will my client see Stripe's fees?Here's where your client will see Stripe's fees when paying for their project and on their paid invoices.
Where does my signature appear when I send a message to a client?Here's where your signature appears on your messages sent.
What is the customer experience for Buy Now, Pay Later?Here is what your client will see when they opt to pay with Buy Now, Pay Later (via Affirm).
Explaining Event Insurance to your ClientsThis article helps you confidently explain Event Insurance to your clients.
Manage teammates

Add users, assign permissions, and manage your team’s access to Goodshuffle Pro

How can I remove a seat on my account?Here's how you can remove any unneeded seats on your account.
How Do I Invite Teammates to an Empty Seat?Here's how you can send an invitation for a teammate to access Goodshuffle Pro.
What happens if I remove a User? Then, I add that same user back?This article will show you how to add a returning or seasonal employee back into your account.
How can I change the user on a seat?Here's how you can remove a user from a seat and invite your new user.
How can I add Read-Only Users to my account?Here's how you can add an unlimited amount of Read-Only Users to your account and a breakdown of how they can use Goodshuffle Pro.
How can I remove a Read-Only User from my account?Here's how you can remove a Read-Only user from your account.
How can I remove a user from my account?If an employee has left (or was fired) you can remove them from your account by removing them from their seat.
How can I add or remove teammates on a project?Here's how you can add teammates to a project or remove them if needed.
What happens when I remove a seat?Here is what happens when you remove a user seat, including the difference between 'active' and 'inactive' users.
How can I upgrade a Full User to an Admin?Here is how an Account Owner or Admin can assign Admin permissions to a Full User.
How can I tell when my team was last online?Here is how you can view when your team was last active in Goodshuffle Pro.
Warehouse & Order Fulfillment

Manage pulling, prepping, loading, and checking in gear to keep orders accurate and on track

Where can I view deliveries on my pull sheets?Delivery Logistics will be presented at the top of your pull sheets.
Why did Goodshuffle Pro automatically check my inventory items back in?
Where can my Crew see Client information?Here's where limited users will be able to access and see client contact information
How can my Crew Users see the Delivery Times for the Logistics on their Phones?Here's how your Crew Users can see Logistics times and dates on a mobile device.
How can I see the pickup or drop-off times on a project on a mobile device?Here's how your delivery crew can see the pickup and drop-off times when viewing from their phones.
How can I tell which items have been added or removed from a signed contract?Here's how you can identify items that have been added or removed to a signed project.
How can I add project notes from Fulfillment?Here's where you can add general project notes from the Fulfillment Section and where they'll show on your Pull Sheets.
How can I add project notes from Fulfillment?Here's how you can add 'back end' project notes from Fulfillment
What is Fulfillment?This is where you can add notes, additional items, use the digital pull sheets, and receive items back into your inventory or mark damages
Can I add items without charging the client, but still list these items on pull sheets?Here's how you can add additional items into Fulfillment
How can I hide an item on a project?Here's how you can hide an item on a project so your client won't see and won't be charged for them.
How can I send my client an Invoice without an item?Here's how you can remove an item from an invoice, and then send it back to your client.
How can I see all my subrentals on a project?Here's how you can identify all the subrentals on a project's pull sheet.
How can I select which pooled items are added to a project?Here's how you can control which items in a Pool are added to your projects.
How will the changes to my items be tracked on the logs?Here's where you can see all the details of changes made to your items from the logs.
View a Project's Activity LogHow to see what changes were made to a project, when the changes were made, and which team member made them.
How can I identify custom items on pull sheets?Here's how you can identify custom items on your projects' pull sheets
How to turn on/off your Digital Pull SheetHow to enable and disable a digital checklist for your warehouse or events execution team.
How can I create a TBD time for my In-Store Logistics?Here's how you can create a TBD time for your In-Store Logistics.
How can I print one pull Sheet for all my items going out in a given period?Here's how you can print off an Aggregate Pull Sheet for all your projects in a given date range.
How can I customize my Digital Pull Sheet stages?You can label your digital fulfillment checklists however you like! Learn how to control the titles within your admin's account settings.
Pushing unsigned changes in contracts to Fulfillment before contract is signedHow to add items to the fulfillment component of a project so that Warehouse and fulfillment users can see the changes in real time.
How to use the Digital Pull SheetsDigital Pull Sheets, or the checklists within each project's Fulfillment tab, are customizable and easy-to-use.
How to open / close FulfillmentHow to indicate that the Fulfillment stages of a project have been completed.
What items can and can’t be checked in?There are some things on your pull sheets that can't be marked as checked in, because they aren't inventory-tracked. Here are examples.
How do I check in inventory items?How to indicate on a project that your inventory items made it back to the warehouse safely (or not!) and note when they come back early.
Fulfillment Sync - Why didn't my items automatically go to fulfillment?What goes into my fulfillment section and when?How to manually send items to fulfillment.
Printing Pull SheetsHow to print a pull sheet or save it as a PDF from the Fulfillment page of a project
What to do with a project/event after it is finished?How to archive a completed project or event after it has happened
Creating Set Asides In the Fulfillment SectionHow to create a Set Aside while within a specific contract
How do I print pull sheets?Quick guide on accessing and printing pull sheets