11/20/2025 - Update
The first round of improvements based on your feedback are now live, and you’ll notice them as you move through invoicing and payments. Additional updates, as described below, will be released 12/3/25.
Release Feedback
We want to take a moment to acknowledge the feedback we’ve received about the recent changes to invoicing, payments, and inventory lot tracking. These workflows are some of the most critical (and complicated) parts of the system, and our goal was to reduce confusion and make things easier to navigate.
We recognize that in this release, we missed the mark on delivering the clarity and simplicity you expect from us. While some areas are easier to navigate, we introduced more steps, clicks, and confusion in others. Thank you to everyone who reached out to share feedback - we hear you, and we’re moving quickly to correct the challenges and implement improvements. We've always built Shepherd alongside our users, and your feedback is what drives us to improve quickly.
Below is some information and screenshots (before and after) that outline recent changes, what was changed, why it changed, and how we are going to adjust based on your feedback.
We are starting on these updates right away, and you will see changes throughout the next few weeks.
Invoicing and Payments
Client Profile Financial Tab
What was added (and is staying)
On the client profile, the Financial tab has been redesigned with information now organized into tabs rather than a single long scroll. This makes it easier to jump directly to the section you need without navigating through the entire page.
Invoices
What was added (and is staying)
We introduced more in-line edit options to reduce the number of clicks and steps when making invoice adjustments, such as pricing changes and adding or changing production users.
What we are going to update
Reordering invoice line items is being added back to support checkout workflows.
Treatment and prescription sections will be added back for quicker auditing during checkout.
Horizontal scrolling is being reduced (across multiple screens), with layouts adjusted to surface more information without needing to scroll.
Column organization on invoices (and payment details) is being reorganized based on the primary focus areas.
The chicken illustration is being removed after feedback that it caused discomfort for some users.
Payments
What we are going to update
For the Payment method selection on non-Shepherd Pay payments, we’re removing the new icon cards and restoring a dropdown to reduce clicks and make custom payment types easier to locate.
Outstanding and credit balances are being made more visible with larger text again, along with moving the client information to the top of the page.
Credit balance application will be made easier again, returning to the right-hand side of the payment screen, and will automatically calculate for cash overpayments.
Card-on-file saving will be easier with the checkbox to save a card on file being located on the same page where you are entering the card details.
The invoices list will return to a list layout, rather than a card layout, for easier navigation, such as sorting by date, and general visibility.
The Pay All Invoices toggle will return to not being automatically selected to help avoid paying more invoices than planned.
Returns and Refunds
What was added (and is staying)
Returning items has previously been confusing because when you return an item, it was automatically placed on either an active invoice or a new invoice if one was not already active. To provide more control and visibility, there is a Return Items pop-up where you now have the option to select where and what invoice you want the return on.
Similar to invoicing, we added an in-line edit option to easily enter the returned quantity and a checkbox indicating whether the item should be returned to inventory. However, the Return Items button is easily missed at the top, so this will also be moved to below the payment section on the right-hand side.
What we are going to update
Shepherd Pay refunds were not able to be processed - this should be resolved on Monday, November 17th.
Inventory Lots
What was added (and is staying)
We’ve heard a lot of questions and concerns about the new lot selection pop-up. While the workflow feels different - and we know it’s caused some frustration - the underlying functionality of lot tracking has not changed. What changed is the visibility.
Previously, lot allocation happened inside a small dropdown, and quantities were often going negative without any warning - especially when a legacy “default” lot existed. This made it easy for lots to drift out of sync without anyone knowing until inventory counts were far off.
The new lot pop-up is meant to make this process more accurate, more transparent, and easier to manage long-term. It shows all active lots clearly, with the oldest listed first, so you can confidently dispense from the right one - especially when multiple bottles or sources are in use.
You’ll be prompted to confirm which lot(s) you’re dispensing from and how much from each, giving you full control of your inventory movement and helping prevent negative quantities, over-administration, and time-consuming cleanups later.
There is a warning if a lot will go negative, but you can still bypass it if needed and allow the lot to have a negative quantity, just like before.
