If you are integrated with Trova's payment partner (Paystack), you can send payment links in several ways depending on when you want to collect payment.
Before the session
If your service is set to Paid in Advance of Session:
Go to Services.
Create or edit a service.
Under the Pricing tab, select Paid in Advance of Session.
Schedule an appointment for your client.
A payment link is automatically emailed when the appointment is booked.
If the client has not paid before the appointment, you can resend the payment link after the session using the Mark Session Complete workflow.
After the session
If your service is set to Paid at Session Completion:
Mark the appointment as complete.
Select Online Payment.
Click Request Payment.
The payment link is emailed to:
The client
Any linked contacts receiving email notifications
Important: Selecting Save & Review creates a draft invoice but does not send a payment link.
From a Stand-alone invoice
To send a payment link from a Stand-alone invoice:
Go to Billing.
Click Stand-alone.
Create the invoice.
Select Online Payment as the payment type.
Click Request Payment.
The payment link is emailed to:
The client
Any linked contacts receiving email notifications
Important: Selecting Save &Review creates a draft invoice but does not send a payment link.
Resend a payment link
If a client has not yet paid, you can resend the payment link.
Go to Billing.
Locate the Online Payment invoice.
Click Mail.
The payment link is sent to:
The client's email address
Any linked contacts receiving email notifications
Any additional email addresses you add before sending
Tip
Payment links can only be sent for invoices using the Online Payment payment type.
If you need help managing online payments, please contact our support team at support@trova.health.