Taking Payments
3 articles
Payments OverviewLearn how to take payments in Shepherd, including selecting payment types, applying amounts, adding notes, and processing change.
DiscountsFrom coupon campaigns to soothing the furrowed brow of a client, here are a few ways to give discounts to clients.
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.