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.

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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