Payments, Invoices, and Refunds

The deets on Shepherd's intuitive invoicing system.

11 articles in this collection
Written by Amber Pistone and Evan Kunze

Client Payment Options

Giving Change in a Cash Transaction

For any payments made in cash, here are Shepherd's two ways to give change.

Written by Amber Pistone
Updated over a week ago

Discounts

From coupon campaigns to soothing the furrowed brow of a client, here are a few ways to give discounts to clients.

Written by Amber Pistone
Updated over a week ago

Credit Balance Options

When 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.

Written by Amber Pistone
Updated over a week ago

Returns, Refunds, and Voiding Payments

Return a product

A physical product is returned by the client—or returned to the shelf if never picked up. Refunds or account credit can be given.

Written by Amber Pistone
Updated over a week ago

Give a Refund to a Client

Here's a step-by-step guide through issuing a refund to a client.

Written by Amber Pistone
Updated over a week ago

Create a Goodwill Refund

Goodwill refunds differ from traditional return/refunds because they don't affect the client's credit balance. Here's how to make one.

Written by Amber Pistone
Updated over a week ago

Voiding a Payment

Here's how to void a payment that's already been made.

Written by Amber Pistone
Updated over a week ago

Shepherd Pay: Refunding a card payment that didn't originate from Shepherd Pay

What to do when you need to refund a payment that wasn't created in Shepherd.

Written by Evan Kunze
Updated over a week ago

Invoices

Invoices Overview

Learn how to access invoices, apply discounts, assign production users, take payments in more.

Written by Amber Pistone
Updated over a week ago

Invoices: Taking Payments

Take a look at the mechanics and fields involved with taking payments for an invoice.

Written by Amber Pistone
Updated over a week ago

What's a Quick Invoice?

Need to invoice something outside of a patient's SOAP? Well that's where the quick invoice comes in handy.

Written by Amber Pistone
Updated over a week ago