Estimates, Invoices, Payments & Pet Insurance
Learn more about estimates, invoices, payments/refunds and insurance claims.
Taking PaymentsTake a look at the mechanics and fields involved with taking payments for an invoice.
DiscountsFrom coupon campaigns to soothing the furrowed brow of a client, here are a few ways to give discounts to clients.
Credit BalanceWhen clients have a credit balance, they have two choices for what they can do with it: receive a refund or use it on a future visit.
Return a productA physical product is returned by the client—or returned to the shelf if never picked up. Refunds or account credit can be given.
Returns & RefundsProcessing a return and issuing a refund, plus goodwill refunds and credit balance refunds.
Create a Goodwill RefundGoodwill refunds differ from traditional return/refunds because they don't affect the client's credit balance. Here's how to make one.
Voiding a PaymentHere's how to void a payment that's already been made.
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: Gateway Portal Transactions and InvoicingUsing the Gateway Portal for manual transactions and invoicing
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.