Returns, Refunds, and Voiding Payments
3 articles
Return a ProductProcess product returns in Shepherd, attach them to an invoice, restock items if needed, and issue refunds using the appropriate payment method.
Create a Goodwill RefundIssue refunds that do not affect a client’s credit balance by creating a goodwill refund directly from a recorded payment.
Voiding a PaymentLearn how to void a payment in Shepherd, including updating invoice status and completing the void action from the client dashboard.