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Payments, Invoices, Refunds, and Pet Insurance
Payments, Invoices, Refunds, and Pet Insurance
The deets on Shepherd's intuitive invoicing system.
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.
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
Returns & Refunds
Processing a return and issuing a refund, plus goodwill refunds and credit balance refunds.
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.
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 and 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
Pet Insurance
Pet Insurance Quotes & Claim Submission
Send your clients pet insurance quotes and submit claims on their behalf
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!
Written by
Tori Snyder
Updated over a week ago
Shepherd Pay: Gateway Portal Set-up
Setting up and using your Shepherd Pay Gateway Portal
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
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
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.
Written by
Evan Kunze
Updated over a week ago