Access your account summary, including all processed payments, a more in-depth view of each payment, and the ability to export a list of each transaction to make record-keeping easier.
Within the Weave Portal, you can view your invoices and record them, cancel a payment, and view, print, or send a receipt.
Weave Payments features are only available to U.S. customers.
View Your Invoices & Payments
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Log in to your Weave Portal
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Select
Payments
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Click on Invoices / Payments from the dropdown menu
Here you will be able to see the total payment amount processed, fees deducted, total net revenue amounts, and a list of all transactions.
Customize your Invoice History dashboard by using the Filter Options:
- Search by: First and/or Last Name, Person ID, Charge ID, Amount
Additional Filter Options:
- Date Type: Date invoice Paid, Date Invoice Created
- Invoice Status: Paid, Partially Paid, Unpaid
- Recorded Status: Recorded, Not Recorded
Once you have selected the filters you would like, select Apply. Payments first show up in the order they were requested, not when they are paid.
Export Reports
To help with reporting, Weave allows you to export payment reports that can be easily accessed on your computer.
Selecting the Export button will download a CSV file onto your computer that you can share or print out to help with your end-of-day or end-of-month reporting. You can also click the
Print icon at the top of the Invoice History page.
Track Posting using Mark as Recorded
Once you have recorded your payments, you can hover over the payment. Two icons will pop up. Click the Checkmark icon on the far right to change the gray bar to a green check ✔ to indicate that it has been recorded.
Tip: Sometimes, a processed payment may not automatically appear. To refresh the page and stay up to date, click on the Refresh icon in the top right corner.
Cancel an Invoice
Any user in the office can cancel an invoice, but only Payments and Billing Managers, Payments Users, and Super Users can refund an invoice. See your role.
- Select the unpaid invoice you would like to cancel, or hover over the invoice and select the
Arrow icon that pops up.
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If you click through, click
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Tip: You might need to scroll over the screen to see it
- Select Cancel Invoice to confirm
Canceling this invoice will inactivate the invoice link so it is no longer usable.
Under Invoice Status, it will read Canceled and any link attached to that invoice will be deactivated.
Send, View, or Print Receipts
When you send a payment request to your customers, they have the option to input their email to receive an emailed receipt. If they didn’t put an email in or they accidentally put the wrong email address in, don’t worry! You can still send, view, or print the receipt.
- Select the invoice you would like to view
- Scroll to History
- Select the
Mail icon next to the payment you would like to send (If you cannot see the Mail icon, either make the page bigger or click the
Ellipses icon.)
- Enter the customer's email
Tip: You can add multiple emails, just make sure you separate each email with a comma.
- Click Send
- Select the invoice you would like to view
- Scroll to History
- Select the
Magnifying Glass icon next to the payment you would like to view
The View Receipt page will give you an overview of the transaction showing you the Name, Cardholders Name, Amount Paid, Date Paid, and the Payment Method
To get out of the View Receipt page, back to the invoice list, simply click on any of the gray area
- Scroll to the payment you would like to print in the History section
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Select the
Print icon on the far right (If you cannot see the Print icon, either make the page bigger or click the
- Follow the instructions on your computer for your printer or to print as a PDF