Returns, Refunds, and Voiding Payments
3 articles
- Return a ProductReturn a paid product in Shepherd, correct the invoice record, restock the item if needed, and issue the client a refund.
- 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.