Use Mark Session Complete to finalize an appointment and handle billing in one flow.
To mark a session as complete:
Go to Appointments → Open
Locate the session
Click View Details
Click Mark Session Complete
Manage payment
Select Manage Payment
Review billing details
Confirm or update line items (prefilled from the service)
Add additional line items if needed
Add discounts if needed
Add diagnosis (e.g., ICD-10) if not already prefilled from the client profile
Choose a template
Select your invoice template before sending
Finalize
Choose how to proceed:
Send Invoice (send an invoice to the client)
Save and Review → saves the invoice as a Draft and does not send anything
Send → sends the invoice to the client’s email on file
Send Receipt (if already paid)
Only Send is available
Once clicked, the receipt is sent to the client’s email on file
What happens next
The appointment moves to the Completed tab
An invoice or receipt is created in the Billing section
Watch a video walkthrough
Watch the video below for a step-by-step guide:
Tip
Use Mark Session Complete for calendar-booked sessions to keep appointment, service, and billing details aligned.
If you need help managing your billing, please contact our support team at support@trova.health.