Finance management
With Weal, managing invoices, payments, expenses, and product inventory is simple yet comprehensive, with all financial tools seamlessly linked to client communications and appointment history, giving you full control over your finances.
All finance management features
Invoices Creation
Generate detailed invoices directly from the appointment calendar with ease, making your billing process straightforward and efficient.
Pay multiple invoices
A single payment can cover multiple invoices, perfect for clients paying for services in bulk, simplifying the payment process.
Appointment Integration
Automatically include all relevant appointment details on your clients’ invoices, ensuring accuracy and transparency.
Invoice items
Link specific services and products to appointment types, simplifying the invoicing process and reducing manual entry.
Secure
Control who can access and edit invoices, ensuring your financial data is secure and protected from unauthorized access.
Discounts
Apply discounts during invoicing or adjust prices as needed, offering complete flexibility to suit your business and client needs.
Personalised
Easily include client contact details or third-party billing information on invoices, personalizing each document to the client’s situation.
Branded
Add your clinic’s logo to invoices for a professional and polished touch.
Business details
Include your clinic’s banking information or ABN on invoices, making it simple for clients to know how to pay you.
Account balance
Monitor how much clients owe or how much credit they have. Quickly identify any outstanding invoices to ensure you stay on top of your finances.
Online payments
Weal’s mobile-friendly online payment feature allows patients to pay for services from anywhere, enhancing their experience and reducing your workload.
Payment records
Record payments directly from a client’s file and close out invoices efficiently. Handling split bills? No problem. weal allows for various payment methods, including third-party payments, giving you flexibility in managing payments.
Refunds
Quickly process refunds or convert payments into account credit for future use, providing options for both you and your clients.
Invoice and payment logs
Keep track of all changes made to invoices or payments, Weal’s logs provide a detailed history of every event.
Prepayments
Keep track of all changes made to invoices or payments, Weal’s logs provide a detailed history of every event.
Statements
Generate account statements to review what a client owes, has paid, or both over a specific period, providing a clear financial overview.
Concession types
Create custom concession types to offer unique pricing to certain clients, adding flexibility to your billing structure.
Billable items
Create custom concession types to offer unique pricing to certain clients, adding flexibility to your billing structure.
Custom payment types
Whether clients pay by credit card, cash, or through Medicare or private health, Weal allows you to create as many different payment types as needed.
Taxes
Easily set up tax rates for applicable products, ensuring you collect the correct taxes and comply with regulations.
Email invoices
Send invoices to clients or third parties with just a click. Track which invoices have been sent and when, making sure that no bill goes unnoticed.
Product sales
Monitor your product inventory, including barcodes, for easy sales tracking and inventory management.
Stock levels
Keep track of your product stock levels to know how much inventory you have on hand.
Expenses
Record expenses directly into Weal, making tax time reporting straightforward and ensuring all costs are accounted for.
Financial reporting
Run detailed reports on total revenue, outstanding invoices, and daily payments. View results for the entire practice or break them down by individual practitioners.
Xero integration
Integrate Weal with Xero, and your accounting information will be automatically synced without any extra effort, ensuring your financial data is up-to-date.
Simplify Your transactions with Weal free for 14 days
Create a Weal account and try all financial management features with a 14-day free trial. Setup is quick and usually takes less than 15 minutes to start managing your finances effectively.
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