1. Invoices in the wawa platform
Issue invoices in the wawa platform to easily connect your clinic’s treatments and finances. Add products to invoices and edit as needed, and keep track of and receive payment for patients’ financial aspects of treatment.
Scroll to the bottom of this page for a full video walkthrough.
2. How it Works
Note: Ensure your Finance Settings are properly configured for optimal utilization of invoices and paying through wawa
View all patient finance information on the “Overview” tab of the finance section of the patient page menu.
Creating Invoices
Navigate to the “Invoices” tab of a patient’s page
Click “Create invoice”
Add an invoice number, or leave blank for a system-generated number
Change the invoice date, payment terms, to whom the invoice is issued, and billing category as relevant
Add products. Adjust the price, quantity and tax rates as needed
Click “Save Draft” or “Send Invoice” as relevant
Already have a quote you want to turn into an invoice? Click on the quote, and “Convert to invoice”
Note: You do not need to log/bill products and services before creating an invoice. You can add items directly to invoices as indicated above by clicking "Add new product to invoice" and searching for the product you wish to add.
Logged/Billed Products and Services
Products and services that have been logged or billed for a patient can be turned into invoices if not already connected to an invoice from the patient’s finance page. Select the product(s) for which you would like to bill and click “Add to invoice”
To add a product or service, click “Bill product” on the left-hand menu of a patient’s profile and fill in the relevant information. You can see all billed products and services on the patient’s finance overview page under "Charges" – you can also click "Add charge" from this page to bill a new product or service"
Sending and Paying Invoices
Send the Invoice to a patient. Its status will then appear as “Issued” in the platform
Patients receive a notification of the invoice both in their app and email
Patients can pay online directly from the app or the link in their email
Patients can pay using a POS terminal. Select “Pay invoice” on the Invoice, “Pay with card” and “Send to terminal”
Patients also now have the option to pay invoices online by using a link you can share with them from the "Pay Online" button of an invoice. Scroll down for a video walkthrough.
Using Payment Terminals
If you have been sent a payment terminal from wawa, it will come all ready to use!
Make sure it is charged
Turn on the terminal
It may need ~ 30 minutes to update once charged and turned on
3. Video Walkthrough
0:00-5:30 – Invoices
from 5:30 – Paying Invoices (Including POS system)
Paying Invoices Online