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.
Credit BalanceLearn how to take a Deposit, apply the Credit Balance to a payment, and refund a Credit Balance.
