How you receive payment depends on the payment type you selected when billing the appointment.
Online Payment
If you are a PRO subscriber using Trova's integrated payment partner (Paystack):
Send the invoice to the client.
The client receives an email containing a secure payment link.
The client completes payment through Paystack using one of the available payment methods.
Once payment is successful:
Paystack sends you a payment confirmation email.
The invoice status in Trova automatically updates to Paid.
A receipt is automatically emailed to the client.
No additional action is required.
Other Payment
Use Other Payment when the client pays you outside of Trova, such as by:
EFT or bank transfer
Cash
Credit or debit card
Another external payment method
Once you have confirmed payment:
Go to Billing
Locate the invoice
Select Mark as Paid
Choose the payment date
Save your changes
The invoice status updates to Paid, and a receipt is automatically emailed to the client.
Insurance Payment
When using Insurance Payment:
Generate the invoice.
Mail the invoice to the insurance company using Mail to Insurance.
Wait for payment from the insurance provider.
Once payment has been received:
Go to Billing
Locate the invoice
Select Mark as Paid
Choose the payment date
Save your changes
The invoice status updates to Paid, and a receipt is automatically emailed to the client.
If the insurance company does not pay, you can use the Mail option to send the invoice directly to the client for payment.
Tip
Only Online Payment invoices update automatically after payment is received through Paystack. Other Payment and Insurance Payment invoices must be manually marked as Paid after you have confirmed payment.
If you need help managing your billing, please contact our support team at support@trova.health.