What menu options are available for invoices in the Billing section?

The menu options available for an invoice depend on its status.

The Edit option is available for eligible Draft and Sent invoices.

Use this option to:

Use Preview to review the invoice before sending it.

If the invoice has already been marked Paid, the preview displays the receipt instead.

You can also download the invoice or receipt from the preview screen.

Use Mail to send billing documents by email.

Depending on the invoice status, you can:

Invoices and receipts are sent to the client's email address on file, and you can add additional recipients before sending.

Use Mark as Paid when payment has been received.

When marking an invoice as paid, you can:

Download a copy of the invoice or receipt for your records.

Delete eligible invoices when they are no longer needed.

Note: Not all invoices can be deleted. Available actions depend on the invoice status.

The menu options available for an invoice vary depending on its status, so you may not see every option for every invoice.

If you need help managing your billing, please contact our support team at support@trova.health.