Purpose
The Shepherd Pay Gateway Portal allows you to process payments manually in situations where process the payment in Shepherd is unavailable. After processing a transaction in the Gateway Portal, you can record the payment in Shepherd to ensure accurate invoicing and financial records.
Shepherd Pay Gateway Portal
Gateway login: https://shepherdpay.vet/login
Take a Look
Processing a Transaction in the Gateway Portal
Log in to the Shepherd Pay Gateway Portal.
Select Process Transaction.
Choose an existing customer from the dropdown or manually enter the client’s card details:
Name on card
Card number
Expiration date
CVV (recommended but not required)
Zip code
Enter the total transaction amount and add a tax rate if applicable.
Enter the client’s email address and check Customer Receipt if you want them to receive a copy.
Select Transaction Details.
Add a description, such as:
Exam with vaccines for Teddy Rogers ID: XV0FDK5
Click Process Transaction to complete the payment.
Adding a Gateway Portal Payment in Shepherd
Log in to Shepherd and open the client’s Profile.
Locate and select the appropriate Invoice.
The invoice must be Active.
Scroll to Take Payment.
Toggle off Use Shepherd Pay.
Select the payment method used in the Gateway Portal.
Enter the Payment Amount.
Use Pay All Invoices to automatically cover the full balance, or select specific invoices.
Add a detailed Payment Note, such as:
Client paid directly in the Shepherd Pay portal Transaction ID: 20092389
Include partial payment information if applicable.
Select Check Out to finalize.
