Clients pay you directly using the payment instructions you provide on your invoice.
How it works
After you send an invoice:
The client receives the invoice by email.
The client pays you using your preferred payment method, such as a bank transfer.
You are responsible for confirming that payment has been received.
Record the payment
Once you have confirmed payment:
Go to Billing
Locate the invoice
Select Mark as Paid
Choose the payment date
Save your changes
The invoice status will update to Paid, and a receipt will automatically be emailed to the client.
Tip
Add your preferred payment instructions, such as your bank account details, to your invoice template so clients know how to pay you.
If you need help managing your billing, please contact our support team at support@trova.health.