Payments & Refunds
8 articles
- Payments OverviewLearn how to take payments in Shepherd, including selecting payment types, applying amounts, adding notes, and processing change.
- DiscountsApply discounts to clients, patients, products, or individual invoice line items. Shepherd automatically applies the highest eligible discount when more than one applies to the same item.
- Recurring Payment PlansSet up automated recurring payment plans using Shepherd Pay, allowing clients to be charged on a scheduled basis with required authorization.
- Client Credit Balances: Deposits, Payments, and RefundsLearn how to take a deposit, apply a credit balance to a payment, refund a credit balance, and resolve negative outstanding balances.
- 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.
- Cash RoundingAccept cash payments rounded to the nearest $0.05, while keeping the underlying invoice balance exact to the cent.