Save time (and a postage stamp) with Weave's Text to Pay. Simply text a secure payment request to your patients from your Weave desktop or mobile app, and your patients can conveniently pay their bill whenever they want… often that same day!

Note: To use Text to Pay, you'll need to first set up your Payments Account.

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

Send a Text to Pay Request in a Message Thread

  1. Within the desktop app, select Blue_Messages.svg Messages
  2. Open the message thread with the customer who owes the payment
  3. Click the Pay.svgPayment icon at the bottom of the page
  4. Select + Create Payment Request or click on one of the outstanding requests to send a reminder
  5. Enter the following details:
    • Patient Name
    • Amount 
    • Memo (if desired)
    • Invoice (If desired)
  6. Select Create & Insert Link 
  7. Add a message in the text box if desired
  8. Click Send

You can send a payment link when you open a message thread from any part of the app, including Blue_Schedule.svg Schedule and Blue_Patients.svg Patients/Customers.

Send a Text to Pay Request in Payments 

  1. Select Blue_Payments.svg Payments in the Weave desktop or mobile app

    Tip: If you have Weave Unify, you can filter this list by location.

  2. Select the name of the customer you want to send the payment request to by using the search bar or scrolling

    Tip: Click the Message.svg Message icon next to the patient name to choose the desired number to text

  3. Enter the amount you would like to charge this customer
  4. Select Text to Pay
  5. If desired, click Clear to change the mobile number you are sending the Text to Pay request to
  6. If desired, add a PDF statement
  7. Select Preview Request Message
  8. Select Send once everything looks correct. Double-check the name, requesting amount, and phone number
  9. Select Got it to go back to your customer list in Payments

After the payment is submitted, you’ll see it in your invoices as completed and receive an invoice in your email.

Payment links are active for 30 days after creation. You will need to redo the text to pay process for a new link after it expires. We do not currently offer automated text to pay requests. After 30 days, there will no longer be a record of the unpaid request. Keep a list of any text to pay requests to ensure you still have a record that the patient owes money if the request is not completed after 30 days.

Some phone providers and cell phone providers break templates over 160 characters into multiple messages. This can cause hyperlinks to break, so you can try shortening the template or sending the hyperlink in a following message to your clients.

Text to Pay automatically requires a birth date for customers to access attachments like invoices. To change this setting, see your Payments Account Settings.

Note: The following payment methods are automatically enabled for Text-to-Pay requests:

Stripe Link: Saves customer payment information for a quicker checkout

Affirm: "Buy now, pay later" option 

ACH Direct Debit: Use bank account information for a direct payment on transactions of $250 or greater. This has a transaction cost of 1.00% + $1.75 with a maximum fee of $100 per transaction.

Send a Reminder Text

  1. Select Blue_Payments.svg Payments in the Weave desktop or mobile app
  2. Search for or scroll and click on the patient's name
  3. Click Send a Reminder Text

The text will prompt your client to pay their unpaid balance.

Change the Text to Pay Message Template

If you would like to change the template you use for future Text to Pay requests, you can do so by clicking the Template.svg 4 lines at the bottom of the page when you are previewing a message request.

Click Edit to change your template of choice.

Get the Most Out of Weave Text to Pay

Click the PDF below to see how you can best integrate Text to Pay into your daily workflow :

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