Giving Change in a Cash Transaction

There are two ways Shepherd can process change when a client pays in cash:

Adding Change to the Client's Credit Balance

If a client wishes for their change to be left on their account as a credit balance, click 'Pay to Credit Balance' (pink) just above the green 'Check Out' button.

This will:

  • Apply the change to the client's credit balance

  • Generate a modal where you can print/email invoices and receipts

Automatically Calculate the Correct Change Amount

Shepherd can also calculate the correct change for you—all while keeping track of the initial payment and change given in your financial reports.

To see how much change you'll need to give, press the check out button and it will be calculated for you (purple).

Did this answer your question?