The "Sent" status on an invoice indicates that the invoice has been emailed to the client or submitted to the insurance company for payment processing. Here’s what this status entails:
Client Communication: Once an invoice is marked as "Sent," it means the invoice has been successfully emailed to the client. This status helps you track which invoices have been dispatched and require payment.
Insurance Submission: For invoices directed to insurance companies, the "Sent" status confirms that your claim has been sent and is awaiting processing. This is crucial for tracking pending reimbursements.
Follow-up Actions: After an invoice is sent, you might need to follow up with the client or insurance for payments or claim updates. This status helps in managing these follow-ups efficiently.
Record Keeping: Maintaining a record of "Sent" invoices is essential for financial tracking and ensuring that all billing communications are accounted for during audits or financial reviews.
This status is a key part of managing financial interactions in Trova, ensuring transparency and effectiveness in the billing process.