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:
Note: if you're looking for a guide to the previous section of invoicing, check out the invoices overview guide.
First up: choosing the payment method. The options are:
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’s 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.
These are optional, but can come in handy for things like:
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:
Click the green 'Check Out' button at the bottom; this opens a modal where you'll need to:
Select whether you want to:
Note: if you're using our integrated payment processing with Banquest, payments will be batched every night at 9:00 p.m. EST.