Shepherd Pay: Getting Started

Shepherd Pay is our complete payment processing system, allowing you to process and manage payments right from your practice management software!

Here's what you'll need to complete your application:

• Federal Tax ID (EIN)

• Banking Information

  • Routing Number

  • Account Number

  • A Voided Check

• Social Security Number (SSN)

• Business Web Address (URL)

Follow these steps to submit your application:

1. Click here to get to the application online

2. Select Get Started

3. Complete all required fields in each step of the application

Link your Shepherd Pay Portal to your Shepherd Software by adding your credentials in your Clinic Settings

1. Navigate to Clinic Settings under Admin in your Shepherd menu

2. Select the Shepherd Pay tab

3. Enter the below details provided to you once your application was processed:

   • Shepherd Pay Source Key

   • Shepherd Pay Pin

Your first USB swiper terminal is on us!