Taking Payments
3 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.
- 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.