The “Stand-alone” invoice feature allows you to create an invoice that is not tied to an appointment scheduled on the Trova calendar. To create a “Stand-alone” invoice:
Navigate to Billing and click on the “Stand-alone” button.
Select the client for whom you want to create the invoice.
Select the payment type:
Manage Payment: Includes payments like cash, credit card machine transactions, or other payments made outside of the Trova platform.
Online Payment: Sends a payment link and invoice directly to your client with multiple payment options.
Other Payment Types: Includes payments like cash, credit card machine transactions, or other payments made outside of the Trova platform.
Insurance Payment: Choose this option when submitting a claim on behalf of the client directly to the insurance company for reimbursement.
Customize the invoice by adding invoice line items. You can choose the date, procedure code, description, and price for the invoice/receipt. Only the date and amount are required to add a line item.
Add a discount if needed.
Select the appropriate button to finalize your invoice:
Save and Review: The invoice will be saved in draft mode.
Request Payment: A payment link and invoice will be sent to the email on file for the client, and the status will be “Sent” in Billing.
Send Receipt: A receipt will be sent to the client’s email, and the status in Billing will be “Paid.”
Generate Invoice: Nothing will be sent to the client, and the status in Billing will be “Draft.”