Shepherd Software

Transactions and invoicing can be done directly within your Shepherd Software. The steps below are for creating manual transactions in the event there is a Shepherd system disruption. 

Shepherd Pay Gateway - <a href="https://shepherdpay.vet/login" rel="nofollow noopener noreferrer" target="_blank">https://shepherdpay.vet/login</a>

Select a Customer from the drop down or enter the client's card information:

1. Name on Card
2. Card Number
3. Expiration date
4. CVV is recommended but not required
5. Zip Code

Enter the total dollar amount (add a tax rate if needed)

Enter the client's email address and check the Customer Receipt box if you would like them to receive a receipt.

1. Add a description of what the receipt is for, such as: "Exam w/vaccines for “Teddy” Rogers ID: XV0FDK5"

1. Click on Process Transaction
2. Select a Customer from the drop down or enter the client's card information:
 1. Name on Card
 2. Card Number
 3. Expiration date
 4. CVV is recommended but not required
 5. Zip Code
3. Enter the total dollar amount (add a tax rate if needed)
4. Enter the client's email address and check the Customer Receipt box if you would like them to receive a receipt.
5. Next click on Transaction Details
 1. Add a description of what the receipt is for, such as: "Exam w/vaccines for “Teddy” Rogers ID: XV0FDK5"
6. Click on Process Transaction

Login to Shepherd and navigate to the appropriate client profile

1. Find and select the Invoice (The invoice will need to be marked as Active).
2. Scroll down to Take Payment
3. Toggle off 'Use Shepherd Pay"
4. Select the payment method that the client used to pay via the Gateway Portal.
5. Next enter the Payment Amount
 1. You can select the 'Pay All Invoices' toggle and Shepherd will automatically fill in the total amount due.
 2. Or you can select individual Invoices to apply the payment toward.
6. Include a detailed Payment Note such as "Client paid directly in the Shepherd Pay portal Transaction ID:20092389". You can also add details if it is only a partial payment.
7. Select Check Out

1. Login to Shepherd and navigate to the appropriate client profile
 1. Find and select the Invoice (The invoice will need to be marked as Active).
 2. Scroll down to Take Payment
 3. Toggle off 'Use Shepherd Pay"
 4. Select the payment method that the client used to pay via the Gateway Portal.
 5. Next enter the Payment Amount
 1. You can select the 'Pay All Invoices' toggle and Shepherd will automatically fill in the total amount due.
 2. Or you can select individual Invoices to apply the payment toward.
 6. Include a detailed Payment Note such as "Client paid directly in the Shepherd Pay portal Transaction ID:20092389". You can also add details if it is only a partial payment.
 7. Select Check Out

Take a Look

Process the transaction