Finance management
weal’s client health records are secure, online, and simple to access on your mobile, tablet or desktop. Take notes using your own templates, attach files with simple drag and drop, flag notes to finish later, and much more.
All finance management features
Invoices
Seamlessly create invoices from the appointment calendar.
Pay multiple invoices
One payment can cover multiple invoices—handy if a client is paying for services in bulk.
Appointment information
Automatically include all the details of your clients’ appointment directly on their invoices.
Invoice items
Automatically relate certain services and products to appointment types, helping to automate the invoicing process.
Secure
Control who has access to invoices and who doesn’t, as well as who can edit them.
Discounts
Apply discounts at the time of invoicing, or even override the price for complete flexibility.
Personalised
Easily include all of a client’s contact details on their invoices, or add third-party billing information.
Branded
Include your clinic’s logo on invoices.
Business details
Add your clinic’s banking details or ABN, making it easy for clients to know how to pay you.
Account balance
See how much clients owe, or how much they’re in credit. Easily find out if a client has outstanding invoices.
Online payments
weal’s mobile-friendly online payments feature offers patients the flexibility to pay for your services from anywhere, improving their experience and helping to reduce your workload.
Payment records
Record payments and close out invoices directly from a client’s file. Splitting the bill? No problem—invoices can be paid in a variety of ways, including by third parties.
Refunds
Easily record and track refunds for your patients or convert payments into account credit for future use.
Invoice and payment logs
Keep track of any changes made to an invoice or a payment—weal’s logs will show you every event that has occurred.
Prepayments
Clients can pay up front for services. Use prepayments to pay invoices at a later date.
Statements
Create account statements to see how much a client owes, has paid, or both over a certain period of time.
Concession types
Create concessions to give certain clients unique set prices on their invoices.
Billable items
Add item codes and names to your billable items to help patients make third party claims.
Custom payment types
Do your clients pay by credit card? Cash? Does private health or Medicare take care of it? No worries—you create as many different payment types as you need.
Taxes
Easily set up tax rates to collect tax on relevant products.
Email invoices
Email invoices to a client or third party at the touch of a button. Track which invoices have been sent, and when.
Product sales
Keep track of all of your products and barcodes for easy sales.
Stock levels
Track current stock levels of all your products to know how many you have on hand.
Expenses
Record your expenses directly into weal to have them easy to report on, come tax time.
Financial reporting
Run reports for total revenue, outstanding invoices, and daily payments. You can look at total numbers for the practice as a whole, or individual practitioners.
Xero integration
Integrate with Xero and weal will automatically push across your accounting information without you needing to do a thing.
Simplify your transactions with weal free for 30 days
Create a weal account and try every feature, including all the transactions features, free for 30 days. Set up is quick and easy and usually takes less than 15 minutes.
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