The Save & Review feature allows you to create a draft invoice before sending it to the client.
When Save & Review is available
Save & Review is available during Mark Session Complete when using:
Manage Payment (used by most users)
What happens when you click Save & Review
The invoice is saved in Draft status in the Billing section
No email is sent to the client
You can review and edit the invoice before sending
What you can do in Draft status
Update line items
Add or adjust discounts
Add diagnosis (e.g., ICD-10) if applicable
Make any necessary billing changes
After the invoice is sent
The invoice status changes to Sent
Save & Review is no longer available for that invoice
Updating a sent invoice
You can edit a Sent invoice
Then choose to:
Send (resend the updated invoice to the client)
South Africa (additional options)
If you are in South Africa, you may also see:
Online Payment
Other Payment
Insurance Payment
For these options:
Save & Review will create a Draft invoice
You can review before sending to the client or insurance
Important
Save & Review does not send any communication
It is used to prepare and verify invoices before sending
Tip
Use Save & Review to double-check billing details before sending invoices.
If you need help managing your billing, please contact our support team at support@trova.health.