Receipts can be sent automatically or manually, depending on how payment is received.
Mark an invoice as Paid
If you receive payment outside of Trova:
Go to Billing.
Locate the invoice.
Select Mark as Paid.
Choose the payment date.
Save your changes.
A receipt is automatically emailed to the client.
During the Mark Session Complete workflow
If payment has already been received when marking a session as complete:
Mark the session as complete.
Select Manage payments.
Indicate that payment has already been received.
Complete the billing workflow.
A receipt is automatically emailed to the client.
South Africa only: Providers may also see additional payment options, such as Online Payment, Other Payment, or Insurance Payment, depending on their billing configuration.
South Africa only: Automatic receipts for Online Payment
If you are using Trova's integrated payment partner (Paystack) and the client pays using Online Payment:
The payment is automatically processed.
The invoice status automatically updates to Paid.
A receipt is automatically emailed to the client.
No additional action is required.
Where are receipts sent?
Receipts are emailed to:
The client's email address on file.
Any linked contacts who are set to receive email notifications.
Tip
If you need to resend a receipt:
Go to Billing.
Locate the invoice.
Click Mail.
Review the email recipients.
Send the receipt again.
You can also add additional recipients before sending the email.
If you need help managing your billing, please contact our support team at support@trova.health.