The menu options available for an invoice depend on its status and payment type.
Edit
The Edit option is available for eligible Draft and Sent invoices.
Use this option to:
Update line items
Edit invoice details
Save your changes before resending the invoice, if needed
Watch a video walkthrough
Preview
Use Preview to review the invoice before sending it.
If the invoice has already been marked Paid, the preview displays the receipt instead.
You can also download the invoice or receipt from the preview screen.
Watch a video walkthrough
Use Mail to send billing documents by email.
Depending on the invoice status, you can:
Send an invoice
Resend an invoice
Send a receipt
Send both the invoice and receipt together
Invoices and receipts are sent to the client's email address on file, and you can add additional recipients before sending.
Watch a video walkthrough
Mark as Paid
Use Mark as Paid when payment has been received outside of Trova's integrated payment workflow.
When marking an invoice as paid, you can:
Select the payment date
Update the invoice status to Paid
Download
Download a copy of the invoice or receipt for your records.
Delete
Delete eligible invoices when they are no longer needed.
Note: Not all invoices can be deleted. Available actions depend on the invoice status.
Mail to Insurance
The Mail to Insurance option is available for Insurance invoices.
This option:
Prepopulates the insurance company's claim email address
Includes a default email message that you can edit
Allows you to attach supporting documentation before sending the claim
Once the claim has been sent, the invoice status changes to Sent until payment is received.
Watch a video walkthrough
Tip
The menu options available for an invoice vary depending on its status and payment type, so you may not see every option for every invoice.
If you need help managing your billing, please contact our support team at support@trova.health.