Requirements for Text-to-Pay:
1. Must be a Shepherd Pay customer
2. Shepherd Texting must be fully registered and enabled
Take a Look
Sending a Payment Link
At checkout:
Step 1 - Payment Type: enable the 'Shepherd Pay' toggle
Step 2 - Payment Amount: Enter a custom amount or select Pay All Invoices
Click the blue 'Send Payment Link' that will appear at the bottom of the 'Payment Information' section in the right column after steps 1 and 2 are complete
Select 'Confirm' in the pop-up, displaying the client's primary phone number
Coming soon.....
Right now the link will be sent to the primary phone number on the client's account. Keep an eye out for the ability to customize the number from the payment screen.
Note:
Payment links will expire after seven days
Only one payment link can be valid per client
All prior links will become inactive when you send a new payment link to the same client
Collecting Payment via Link
Clients receive an SMS from your dedicated Shepherd Texting phone number stating:
"Practice Name: Here's a link to make a payment: https://pay.shepherd.vet/XXXXXXXXX"
Clients will have an option to enter a payment method or use existing payment cards saved on their account
Payment History
Payments successfully made through the payment link will be recorded in financial reports and the Client Profile:
Financial tab, under the 'Payment' section with a payment note: "Text to pay"
History log
