If a client pays only part of a consolidated invoice, you will need to undo the consolidated invoice before recording the payment and rebilling the remaining balance.
How to handle a partial payment
Go to Billing
Locate the consolidated invoice
Click the three dots (⋯) on the right side
Select Undo Consolidated Invoice
Record the payment
Locate the individual invoices that were part of the consolidated invoice
Mark the appropriate invoice as Paid
Rebill the remaining balance
Select the remaining unpaid invoices
Create a new consolidated invoice
Send the updated invoice to the client
What happens next
The paid invoice will be updated to Paid status
The remaining invoices can be consolidated into a new invoice
The client will receive an updated invoice for the outstanding balance
Important
Partial payments cannot be applied directly to a consolidated invoice
The consolidated invoice must be undone before individual invoices can be updated
Tip
Before creating a consolidated invoice, verify the amount the client intends to pay to reduce the need for adjustments later.
If you need help managing your billing, please contact our support team at support@trova.health.