If a client has already paid (e.g., cash, bank transfer, or card machine), you can record the payment when marking the session as complete.
To record a cash payment:
Go to Appointments → Open
Locate the session
Click View Details
Click Mark Session Complete
Choose payment type
Select Manage Payment
Used for payments made outside the platform
Other Payment (South Africa only)
Used for payments made outside the platform when payment partners are available
Review billing details
Confirm or update line items (prefilled from the service)
Add additional line items if needed
Add discounts if applicable
Send receipt
Click Send Receipt
What happens next
A receipt is sent to the client’s email on file
The payment is recorded in the Billing section
The invoice status is marked as Paid
Watch a video walkthrough
Watch the video below for a step-by-step guide
This example shows Other Payment, but Manage Payment follows the same process
Tip
Use Send Receipt when payment has already been collected to keep your records accurate and provide confirmation to your client.
If you need help managing your billing, please contact our support team at support@trova.health.