Estimates, Invoices, Payments, and Statements
Learn more about estimates, invoices, payments/refunds and insurance claims.
17 articles
Returns & RefundsProcessing a return and issuing a refund, plus goodwill refunds and credit balance refunds.
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.
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: 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