The status labels in the billing section of Trova help you track and manage invoices efficiently. Each label indicates the current state of an invoice:
Draft: Shows that the invoice is still being prepared and has not been sent to the client. This status is used when invoices are saved for later review before sending. This applies to invoices saved during the "Mark Session Complete" process or when creating a new invoice that you choose to review later. Draft status is also used for invoices awaiting submission to insurance.
Sent: The invoice has been sent to the client, but payment has not yet been received. This status is applied when an invoice is emailed to the client or when an insurance claim is submitted via the "Mail to Insurance" option.
Paid: Indicates that the invoice has been fully paid. This status is automatically updated when payments are processed through integrated payment methods or manually updated when you receive payments via other methods.
Understanding these labels ensures that you are always aware of the payment status of your invoices, allowing for better financial management and follow-up actions as needed.