The Status column in the Billing section shows where an invoice is in the billing process.
Draft
A Draft invoice has been created but has not yet been sent.
Draft invoices are created when you:
Select Save and Review while billing an appointment
Create a Stand-alone invoice and save it as a draft
Generate an Insurance invoice during Mark Session Complete (South Africa only)
Draft invoices can be reviewed and edited before they are sent.
Sent
A Sent invoice has been sent but has not yet been marked as paid.
This status is used after an invoice has been emailed to a client or otherwise issued for payment.
The invoice remains in Sent status until payment is received or it is manually marked as paid.
South Africa only: Insurance invoices also move to Sent after they are mailed to the insurance provider.
Paid
A Paid invoice indicates that payment has been received and the billing process is complete.
Invoices may be marked as Paid:
Automatically when payment is processed through Trova's integrated payment partner (Paystack) (South Africa only)
Manually by selecting Mark as Paid
Tip
The available actions for an invoice depend on its current status. For example, Draft invoices can still be edited before they are sent.
If you need help managing your billing, please contact our support team at support@trova.health.