Billing & Payments
Create estimates and invoices, process and void payments, manage credits and refunds, and set up or troubleshoot Shepherd Pay.
19 articles
- Creating and Managing EstimatesCreate and share estimates — sometimes called recommended treatment plans — to outline projected costs for treatments, prescriptions, and services, whether you're preparing for an upcoming appointment or building a…
- StatementsLearn how to access statements and easily send them to clients.
- Finance ChargesFinance charges allow practices to automatically assess fees on overdue invoices based on balance thresholds, grace periods, and client type rules.
- Invoices OverviewLearn how to customize, access, edit, and manage invoices in Shepherd, including notes, payments, and quick invoice creation.
- Payments OverviewLearn how to take payments in Shepherd, including selecting payment types, applying amounts, adding notes, and processing change.
- DiscountsApply discounts to clients, patients, products, or individual invoice line items. Shepherd automatically applies the highest eligible discount when more than one applies to the same item.
- Recurring Payment PlansSet up automated recurring payment plans using Shepherd Pay, allowing clients to be charged on a scheduled basis with required authorization.
- Client Credit Balances: Deposits, Payments, and RefundsLearn how to take a deposit, apply a credit balance to a payment, refund a credit balance, and resolve negative outstanding balances.
- Return a ProductReturn a paid product in Shepherd, correct the invoice record, restock the item if needed, and issue the client a refund.
- Voiding a PaymentLearn how to void a payment in Shepherd, including updating invoice status and completing the void action from the client dashboard.
- Refunds without Shepherd PayIssue refunds using cash, check, or other non-Shepherd Pay methods, apply credit balances to invoices, and resolve negative balances on client accounts.
- Cash RoundingAccept cash payments rounded to the nearest $0.05, while keeping the underlying invoice balance exact to the cent.
- Shepherd Pay: Initial SetupApply for a Shepherd Pay, connect your credentials in Shepherd, and add your payment hardware.
- Shepherd Pay: Hardware and EquipmentShepherd Pay supports three hardware options for in-clinic card acceptance: a wired EMV terminal, a wireless EMV terminal, and a USB card swiper. All hardware is optional — manual card…
- Shepherd Pay: Taking PaymentsShepherd Pay allows your clinic to accept card payments directly from the checkout screen in Shepherd. Supported payment methods include EMV chip, magnetic stripe swipe, manual card entry, saved cards…
- Shepherd Pay: Refunds and VoidsShepherd Pay supports two ways to reverse a card payment: a void and a refund. Which one applies depends on the status of the payment batch at the time of…
- Shepherd Pay: Gateway PortalThe Shepherd Pay Gateway Portal is a web-based dashboard connected to your clinic's Shepherd Pay account. It is used for transaction review, batch management, reporting, and as a fallback for…
- Shepherd Pay: Surcharge FeesEnable a credit card surcharge to help cover processing costs — without increasing your service prices.
- Shepherd Pay: FAQAnswers to common operational questions about Shepherd Pay. For setup instructions, payment workflows, or refund procedures, see the related articles in this collection.