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 - https://shepherdpay.vet/login
Take a Look
Process the transaction
Click on Process Transaction
Select a Customer from the drop down or enter the client's card information:
Name on Card
Card Number
Expiration date
CVV is recommended but not required
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.
Next click on Transaction Details
Add a description of what the receipt is for, such as: "Exam w/vaccines for “Teddy” Rogers ID: XV0FDK5"
Click on Process Transaction
Login to Shepherd and navigate to the appropriate client profile
Find and select the Invoice (The invoice will need to be marked as Active).
Scroll down to Take Payment
Toggle off 'Use Shepherd Pay"
Select the payment method that the client used to pay via the Gateway Portal.
Next enter the Payment Amount
You can select the 'Pay All Invoices' toggle and Shepherd will automatically fill in the total amount due.
Or you can select individual Invoices to apply the payment toward.
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.
Select Check Out
