After marking a session as complete, it moves to the billing section of the platform. In this section, you can find detailed information about each transaction, including:
Client Information:
Client’s name, the type of service provided, and the date of the invoice.
Financial Details:
Total amount for the service, amount paid by the client, any amount refunded, and the current status of the invoice.
Invoice Management:
The invoice number associated with each transaction, providing a unique identifier for easy reference.
Payments and Refunds:
Tabs that allow you to view a comprehensive list of payments made and refunds sent for each invoice.
Manage Invoice:
A button on the top right side that enables you to customize invoices sent to clients and insurance companies
Financial Statements
Generate practice and client financial statements easily
Send via PFD or Excel
This section offers a centralized view of your financial transactions, providing transparency and control over the billing process in Trova.