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Payments, Invoices, Refunds, and Pet Insurance

Payments, Invoices, Refunds, and Pet Insurance

The deets on Shepherd's intuitive invoicing system.

Amber Pistone avatar Evan Kunze avatar Tori Snyder avatar
16 articles in this collection
Written by Amber Pistone, Evan Kunze, and Tori Snyder
Client Payment Options

Giving Change in a Cash Transaction

For any payments made in cash, here are Shepherd's two ways to give change.
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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.
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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.
Amber Pistone avatar
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.
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Written by Amber Pistone
Updated over a week ago

Returns & Refunds

Processing a return and issuing a refund, plus goodwill refunds and credit balance refunds.
Tori Snyder avatar
Written by Tori Snyder
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.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago

Voiding a Payment

Here's how to void a payment that's already been made.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago
Invoices

Invoices Overview

Learn how to access invoices, apply discounts, assign production users, take payments and more.
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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.
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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.
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Written by Amber Pistone
Updated over a week ago
Pet Insurance

Pet Insurance Quotes & Claim Submission

Send your clients pet insurance quotes and submit claims on their behalf
Tori Snyder avatar
Written by Tori Snyder
Updated over a week ago
Shepherd Pay

Shepherd Pay: Getting Started

Our all-in-one payment solution brings you simple payment processing, right from your practice management software!
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Written by Tori Snyder
Updated over a week ago

Shepherd Pay: Gateway Portal Set-up

Setting up and using your Shepherd Pay Gateway Portal
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Written by Tori Snyder
Updated over a week ago

Shepherd Pay: Payments and Refunds in Shepherd

How to take payments and issue refunds in Shepherd with Shepherd Pay
Tori Snyder avatar
Written by Tori Snyder
Updated over a week ago

Shepherd Pay: Gateway Portal Transactions and Invoicing

Using the Gateway Portal for manual transactions and invoicing
Tori Snyder avatar
Written by Tori Snyder
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.
Evan Kunze avatar
Written by Evan Kunze
Updated over a week ago