The Billing section is where you manage invoices, payments, refunds, invoice templates, and financial statements.
Invoices are created automatically when you bill through Mark Session Complete or manually by creating a Stand-alone invoice.
Invoice list
The Invoices tab displays all invoices and includes information such as:
Client name
Service
Appointment date
Invoice number
Total amount
Total paid
Invoice status
Paid date
South Africa only: If you use Trova's integrated payment partner (Paystack), a Payment Type column is also displayed, showing whether the invoice is an Online, Other, or Insurance payment.
Invoice types
There are two types of invoices:
Appointment invoices
Created from Mark Session Complete
Display a dropdown arrow (⌄) beside the client's name
Are linked to a scheduled appointment on your calendar
Stand-alone invoices
Created using the Stand-alone button
Do not display a dropdown arrow
Are not associated with a calendar appointment
Available actions
Select an invoice to access available actions, such as:
Edit eligible invoices
Preview invoices
Mail invoices or receipts
Mark invoices as paid
Download invoices
Delete eligible invoices
Available actions vary depending on the invoice status.
Search and filters
Use the search bar or Filters to quickly locate invoices by criteria such as:
Client
Service
Date
Invoice number
Status
South Africa only: Providers using Trova's integrated payment partner (Paystack) can also filter invoices by Payment Type.
Payments and refunds
The Payments and Refunds tabs are used to track payments and refunds processed through Trova's integrated payment partner.
If you are using the integrated payment partner, payments made by clients through the platform will appear in these tabs.
Currently, this functionality is only available to providers in South Africa who are integrated with Paystack. Providers in other regions may still see these tabs, but they will not contain payment or refund information.
Stand-alone invoices
Use Stand-alone to create an invoice that is not linked to a scheduled appointment.
If an appointment already exists on your calendar, we recommend billing through Mark Session Complete instead. This automatically links the invoice to the appointment and reduces manual data entry.
Consolidated invoices
Use Consolidate Invoices to combine multiple invoices for the same client into a single invoice.
Manage Invoice
Select the menu (☰) in the upper-right corner and choose Manage Invoice to:
Create and manage invoice templates
Customize invoice templates
Select the template used when billing clients
At least one invoice template must be configured before invoices can be generated in Trova.
Financial Statements (PRO only)
PRO subscribers can generate financial statements by selecting Generate Financial Statement from the menu.
Financial statements can be generated for:
Your practice
Individual clients
Statements can be exported as PDF or Excel files.
Tip
Use Mark Session Complete whenever possible instead of creating a Stand-alone invoice. This keeps your appointments, billing, and client records synchronized while reducing manual data entry.
If you need help managing your billing, please contact our support team at support@trova.health.