Shepherd Software

Statements can be accessed from the Client Profile or via Invoices in your Shepherd menu. 

Scroll to the Financial tab (default tab on Client Profile) 

1. Navigate to the Client Profile 
2. Scroll to the Financial tab (default tab on Client Profile) 
3. Select 'Print Statement' 


Navigate to 'Invoices' in your Shepherd menu 

1. You can see Invoices in all states - 'Active', 'Charges Complete', and 'Checked Out' 
2. You can see 'Rx Refills' invoices 

From here you can see all Invoices with a remaining balance

1. The following information is shown: Client name, Invoice number, Invoice status, Patient name, Date, Invoice total, Amount paid, and Remaining balance. 
2. You can easily Search or Filter for specific invoices

1. Navigate to 'Invoices' in your Shepherd menu 
   1. You can see Invoices in all states - 'Active', 'Charges Complete', and 'Checked Out' 
   2. You can see 'Rx Refills' invoices 
2. Click on the 'Remaining Balance' tab 
3. From here you can see all Invoices with a remaining balance
   1. The following information is shown: Client name, Invoice number, Invoice status, Patient name, Date, Invoice total, Amount paid, and Remaining balance. 
   2. You can easily Search or Filter for specific invoices
   
    

Note: Inactive Clients will show in the Remaining Balance tab

Emailing and Printing Statements from Invoices 

1. Note: All Remaining Balances are shown here, including Active Invoices and Rx Refills. We recommend Filtering the 'Status' column to 'Checked Out' and/or 'Charges Complete'

From here you can select individual invoices or select all using the checkboxes on the left hand side. 

Once selected, invoices can be Emailed or Printed 

If 'Email Statements' is selected, another window will pop up to add custom Subject and Text to the email. The statement will be attached to the email as a PDF. 

If 'Print Statements' is selected, a PDF is created with all selected statements. Each statement will have its own page that can be easily printed and mailed to the client. 

1. Navigate to 'Invoices' in your Shepherd menu 
2. Click on the Remaining Balance tab
 1. Note: All Remaining Balances are shown here, including Active Invoices and Rx Refills. We recommend Filtering the 'Status' column to 'Checked Out' and/or 'Charges Complete' 
 
 
3. From here you can select individual invoices or select all using the checkboxes on the left hand side. 
4. Once selected, invoices can be Emailed or Printed 
 
 
5. If 'Email Statements' is selected, another window will pop up to add custom Subject and Text to the email. The statement will be attached to the email as a PDF. 
 
 
6. If 'Print Statements' is selected, a PDF is created with all selected statements. Each statement will have its own page that can be easily printed and mailed to the client.

Accessing Statements

Emailing and Printing Statements from Invoices