Payment Plans enable you to streamline collections and offer flexible payment options by splitting up the cost of service into monthly installments that are charged automatically to your customer's chosen payment method.

Weave Payments features are only available to U.S. customers.

Note: In order to use Payment Plans, you will need to first set up your Payments Account.

Create a Payment Plan

  1. In the Weave Portal, select Pay.svg Payments from the left navigation menu
  2. Select Payment Plans from the dropdown
  3. Click the New Payment Plan button in the top right corner 
  4. Give the Payment Plan a name by clicking and typing in the Payment plan name field at the top of the page
  5. Fill out the open fields, including:
    • Patient name 
    • Amount 
    • Payment term (how many months to pay off the original amount)
    • Date of first payment
  6. Upload an invoice, if desired
  7. Select a saved Billing Method or add one by filling out the Cardholder Name, Card Number, Expiration Date, and CVV in the pop-up window
  8. Add a Memo, if desired
  9. Select Preview to review the Payment plan details
  10. If the information is correct, click Create Payment Plan

Obtain Customer Authorization

The customer will be sent a confirmation email requesting authorization. The Payment Plan will be activated once the customer completes authorization.

Payment Plan Dashboard

View all of your active payment plans on the Payment Plans page. You can see summaries of each plan, expected payments, outstanding balances, and missed payments. Use the filter and search options to find a specific plan. 

Click on a payment plan to see all of the details and attachments, review payment history, view any other payment plans connected to the customer, print statements, edit billing methods, change the plan payment timelines (pause/resume), and make one-time payments. 

Begin all of these actions by opening the desired payment plan within the dashboard.

Edit Billing Method

  1. Select the More.svg More icon in the top right corner of the Payments Plan details page
  2. Click Edit Billing Method 
  3. Select a different saved payment method or click + Add New Card 
    • If you add new card, fill out the Cardholder Name, Card Number, Expiration Date, and CVV in the pop-up window. Click Add Card
  4. Click Save

Edit Payment Plan

  1. Select the More.svg More icon in the top right corner of the Payment Plan details page
  2. Click Edit Payment Plan
  3. Change the desired fields, including:
    • Payment Plan name
    • Remaining Balance
    • Payments Remaining
    • Next Payment Due Date
    • Billing Method
  4. Add a Memo for the change, if desired
  5. Select Save

Pause or Resume Payment Plan

  1. Select the More.svg More icon in the top right corner of the Payment Plan details page
  2. Click Pause Payment Plan
  3. Add a Memo for the change, if desired 
  4. Select Pause

To resume the payment plan, 

  1. Select the More.svg More icon in the top right corner of the Payment Plan details page
  2. Click Resume Payment Plan
  3. Choose the date the plan should resume
  4. Select Resume

Make a One-Time Payment

  1. Select the More.svg More icon in the top right corner of the Payment Plan details page
  2. Click Make a One-time Payment
  3. Enter the Payment Amount or select Pay Remaining Balance
  4. Confirm the correct Billing Method
  5. Add a Memo for the change, if desired
  6. Select Submit
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