Securely store and process your customers' payments to increase the odds of collecting and decreasing the need to write off balances or send customers to collections with Weave’s new Card On-File.

The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.

This feature is only available to U.S. customers.

Legacy Desktop App Weave Portal (beta)

For more information about Card on File or Weave Payments security, click here.

Add a Card on File

  1. Select Blue_Payments.svg Payments in the desktop app

  2. Search and select the customer you would like to add a card for

  3. Select Add card on file

  4. Add the card information and select Save

Once the card information is saved, that card will be ready to use for all payments. 

Note: Currently, each patient can only have one card on file in their profile.

Charge a Card on File

  1. Select Blue_Payments.svg Payments

  2. Search and select the customer you would like to charge

  3. Select Card On File

  4. Confirm the last 4 digits of the card number

  5. Add an Email Receipt recipient (optional)

  6. Select Submit

Note: A green banner stating Payment Successfully Submitted will appear in your desktop app when the transaction is complete.

Replace/Delete a Card on File

  1. Select Blue_Payments.svg Payments

  2. Search and select the customer you would like to delete/edit a card for

  3. Select change on the indicated card on file

  4. Add a replacement card or select the Trash.svg Delete icon to delete the current card

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