Weave
Invoices

Overview
Weave is the leading software company for dental and veterinary clinics, offering tools for communication, payment processing, scheduling, document management, and marketing.
I Identified the need in our payments product for new Information Architecture and user flows to create, share, and charge invoices.



Outcome
The new designs improved user flows for creating, sharing, and collecting invoices. It also enabled many new features, some of which were implemented in v1 and some are made possible to be developed in future iterations. Here are some of the new features that were designed in this new invoice update:
Accepting partial payments
Easy to read payment history toward an invoice balance
Integrating with Schedule to accept upfront payments or deposits on appointments
User comments on an invoice to log changes made
Accepting Payment Plans as a payment method
Ability to log cash payments toward an invoice balance
Add attachments to invoices
*Copyrights for these designs belong to
Weave Communications, Inc