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.
Process
Objective
Create the concept of an invoice in Weave, creating IA and UX that allows for a more flexible, intuitive experience for customers to manage their invoices.
The legacy payment objects were referred to as "Payment Requests" because it wasn't built to manage customer balances and it couldn't accept partial payments. This limited our ability to integrate payments with our other products like Scheduling, or work fluidly with more robust features like Payment Plans.
Design Process
First I identified the opportunities for integration within the Weave product offering and improving the experience for our users. Next I assessed our current payment architecture to really understand what needed to change, and what needed to stay the same. I approached invoices with the goal of creating a simple, modular experience that didn't disrupt our users' current process.
The customer should be able to create invoices from different touch points throughout the app
Invoices should support comments, attaching documents, and linking objects like Weave appointments
Invoices should support multiple payments, including more complex payment types like Weave Payment Plans
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
