Taking Payments for an Invoice

This section of Shepherd compiles all of a client's outstanding balances (even across multiple invoices) and allows the client to pay for all (or some) of them.

Taking a payment is broken down into these steps:

  1. Select a payment method

  2. Input an amount

  3. Choose which invoices the payment applies to

  4. Add a note (optional)

  5. Check out

Note: if you're looking for a guide to the previous section of invoicing, check out the invoices overview guide.

Payment Methods

First up: choosing the payment method. The options are:

  • Cash

  • Check

  • Credit: applies an amount from the client's credit balance toward the payment

  • Specific credit cards (MasterCard, Visa, etc.): credit card information will need to be saved if there‚Äôs no card on file for the client

Inputting a Payment Amount

Whatever the balance (or part of the balance) the client wants to pay off should be totaled up and input into this field.

Tip: this can be used to pay off part of an invoice

Selecting the Invoice(s)

If a client has multiple outstanding invoices and is not paying off all of them, you can select individual invoices via a checkbox on the right side of the invoice (pink). Or, you can apply the payment to all invoices by selecting the checkbox above the list of invoices (green).

Tip: If there are multiple invoices, you can apply different amounts of the payment to each one.

Invoice Notes

These are optional, but can come in handy for things like:

  • Check numbers

  • Payment information (i.e. "Will have the rest of the money on xx/yy" or "Wanted to pay half in cash")

Checking out the Invoice

Once all of the payment information has been input, you're ready to check out the invoice. To do this:

  1. Click the green 'Check Out' button at the bottom; this opens a modal where you'll need to:

  2. Select whether you want to:

    • Print/email receipt

    • Print/email invoice

Note: if you're using our integrated payment processing with Banquest, payments will be batched every night at 9:00 p.m. EST.

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