The “My Templates” section is an integral part of the billing area on the Trova platform, designed to help you manage and customize your invoice templates efficiently. Here's how you can access and utilize this section:
Access the Billing Section: Begin by navigating to the billing section of your Trova dashboard. This area is dedicated to all your financial and billing activities.
Click on “Manage Invoice”: Within the billing section, you’ll find the option labeled “Manage Invoice.” Click on this to enter the invoice management area.
Creating and Managing Templates: Once you are in the Manage Invoice area, you can:
Create New Templates: Set up new templates for different service types or client groups, customizing elements like layout, information fields, and terms.
Edit Existing Templates: Adjust your current templates to update any billing information, add promotional details, or refine the design.
Set Default Templates: Choose which template you’d like to set as the default for automatic use during the billing process.
Utilization in Billing: Any templates you create or modify here will be available when generating new invoices, making the billing process smoother and more tailored to your practice’s needs.
Streamlined Billing Process: By effectively managing your templates in this section, you ensure that all invoices sent to clients are accurate, professional, and reflective of your practice's branding and service terms.
This detailed pathway to the “My Templates” section not only guides you through accessing this feature but also highlights its importance in enhancing your billing operations on the Trova platform.