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.
Voiding a PaymentLearn how to void a payment in Shepherd, including updating invoice status and completing the void action from the client dashboard.
Refunds without Shepherd PayIssue refunds using cash, check, or other non-Shepherd Pay methods, apply credit balances to invoices, and resolve negative balances on client accounts.