Shepherd Software

Sign in to the Gateway Portal <a href="https://shepherdpay.vet/" rel="nofollow noopener noreferrer" target="_blank">here</a> (change your password immediately for security purposes)

Click General Settings to add your Accounts Payable email address in the below sections:

1. System Settings
2. Receipt Settings
 1. Reply to 
 2. Send Transaction Emails To (to receive an email for every transaction)
 3. Send Transaction Error Emails To
3. Save!

Click Batch Settings to add your Accounts Payable email address in the below sections:

1. Send Batch Reports to
2. Send Batch Errors to
3. You can also adjust your batch time and customize your batch report here. 
4. Save!

1. Still under Control Panel, select User Management
2. Select Create New
3. Complete all required fields including name and email address
4. Switch on Master User if this user should have full access
 1. If the user is not a master user, select the permissions you approve for the user (use the i symbol to learn more about each permission)
5. Save!

1. Sign in to the Gateway Portal <a href="https://shepherdpay.vet/" rel="nofollow noopener noreferrer" target="_blank">here</a> (change your password immediately for security purposes)
2. Click Control Panel
3. Click General Settings to add your Accounts Payable email address in the below sections:
 1. System Settings
 2. Receipt Settings
 1. Reply to 
 2. Send Transaction Emails To (to receive an email for every transaction)
 3. Send Transaction Error Emails To
 3. Save!
4. Click Batch Settings to add your Accounts Payable email address in the below sections:
 1. Send Batch Reports to
 2. Send Batch Errors to
 3. You can also adjust your batch time and customize your batch report here. 
 4. Save!
5. Adding Users and access
 1. Still under Control Panel, select User Management
 2. Select Create New
 3. Complete all required fields including name and email address
 4. Switch on Master User if this user should have full access
 1. If the user is not a master user, select the permissions you approve for the user (use the i symbol to learn more about each permission)
 5. Save!

Navigate to the Batches tab of your Gateway Portal

In the Batch dropdown, select the batch you wish to export

Click the Export button to export the batch into a .csv file

1. Navigate to the Batches tab of your Gateway Portal
2. In the Batch dropdown, select the batch you wish to export
3. Click the Export button to export the batch into a .csv file

Under Batch Settings, adjust the time you want your batches to close

1. Note: Changing the batch time in your portal does not change the batch times on your EMV terminals. Please call Shepherd Pay (732-323-8300) to have your EMV terminal batch times changed.

Here, you can also edit the email batch reports and batch errors are sent to. As well as customize your batch report. 

1. Navigate to the Control Panel
2. Select Batch Settings
3. Under Batch Settings, adjust the time you want your batches to close
 1. Note: Changing the batch time in your portal does not change the batch times on your EMV terminals. Please call Shepherd Pay (732-323-8300) to have your EMV terminal batch times changed. 
4. Here, you can also edit the email batch reports and batch errors are sent to. As well as customize your batch report. 
5. Save!

Take a Look