If your practice uses our internal payment processing, Shepherd Pay, your clients will have the ability to pay outstanding invoices online through the pet portal.
Making a Payment
Once the client has logged in to the pet portal, they will navigate to the 'Payment' section. From here, the client will be able to see any outstanding or credit balance, invoice history, and payment history.
If there is a balance on an invoice, the client will see a button at the bottom of the invoice to 'Pay Invoice'. Once the client select 'Pay Invoice', they will see an option to select a saved card on file, or manually enter a new card.
Note: Clients can opt to save a payment method they use in the pet portal for future payments. They can use, update, or remove any payment methods saved in their profile from the pet portal. All payment method changes the client makes in the pet portal will be reflected in their client profile in Shepherd.
After selecting a payment method, the client will see a payment confirmation page to approve the payment being made. Note: invoices can only be paid in full. If correct and ready to proceed, the client will select 'Pay Invoice'.
After the payment is made, the client will be able to save a receipt and/or a copy of the invoice reflecting the payment. All payments applied in the portal will be reflected within Shepherd.
Clients can view all open invoices from the pet portal - this includes active invoices with charges ongoing.