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Payments, Invoices, and Refunds
Payments, Invoices, and Refunds
The deets on Shepherd's intuitive invoicing system.
10 articles in this collection
Written by
Amber Pistone
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
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