Estimates & Invoices
4 articles
- Creating and Managing EstimatesCreate and share estimates — sometimes called recommended treatment plans — to outline projected costs for treatments, prescriptions, and services, whether you're preparing for an upcoming appointment or building a…
- StatementsLearn how to access statements and easily send them to clients.
- Finance ChargesFinance charges allow practices to automatically assess fees on overdue invoices based on balance thresholds, grace periods, and client type rules.
- Invoices OverviewLearn how to customize, access, edit, and manage invoices in Shepherd, including notes, payments, and quick invoice creation.