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.
Credit BalanceLearn how to take a Deposit, apply the Credit Balance to a payment, and refund a Credit Balance.
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.
Shepherd Pay: Getting StartedOur all-in-one payment solution brings you simple payment processing, right from your practice management software!
Shepherd Pay: Gateway Portal Set-upSetting up and using your Shepherd Pay Gateway Portal
Shepherd Pay: Payments and Refunds in ShepherdHow to take payments and issue refunds in Shepherd with Shepherd Pay
Shepherd Pay: Text-to-PaySecurely collect payments by sending a link directly to clients via text messaging.
Shepherd Pay: Gateway Portal TransactionsUsing the Gateway Portal for manual transactions
Shepherd Pay: Refunding a card payment that didn't originate from Shepherd PayWhat to do when you need to refund a payment that wasn't created in Shepherd.
Shepherd Pay: Surcharge FeeLearn how to activate and use credit card payment surcharge fees
Shepherd Pay: FAQAnswers to common Shepherd Pay questions on transactions, batches, refunds, notifications, and account settings