Estimates, Invoices, Payments, and Statements
Learn more about estimates, invoices, payments/refunds and insurance claims.
18 articles
Recurring Payment Plans (Closed Beta)Set up automated recurring payment plans using Shepherd Pay, allowing clients to be charged on a scheduled basis with required authorization.
Finance ChargesAutomatically apply fees to overdue invoices based on balance thresholds, grace periods, and client type rules set in Financial Settings.
Payments OverviewLearn how to take payments in Shepherd, including selecting payment types, applying amounts, adding notes, and processing change.
DiscountsFrom coupon campaigns to soothing the furrowed brow of a client, here are a few ways to give discounts to clients.
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 ProductProcess product returns in Shepherd, attach them to an invoice, restock items if needed, and issue refunds using the appropriate payment method.
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.
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.