Where you view client payments depends on the payment method used.
Online Payments (Paystack)
If you are using Trova's integrated payment partner (Paystack), payments made by clients are automatically recorded in the Payments tab.
To view payments:
Go to Billing.
Select the Payments tab.
Here you can view:
Client name
Invoice number
Session date and time
Total amount
Payment status
View payment details
To view additional information about a payment:
Locate the payment.
Click the menu (⋮).
Select View details.
The payment details screen displays information such as:
Invoice number
Booking date and time
Service
Total amount
Payment status
Payment channel
Payment history
From this screen, you can also share the invoice with the client.
Other Payment and Insurance Payment
Payments made outside of Paystack are tracked through the Invoices tab.
After confirming payment:
Go to Billing.
Locate the invoice.
Select Mark as Paid.
The invoice status updates to Paid, and a receipt is automatically emailed to the client.
Tip
Only payments processed through Paystack appear in the Payments tab. Other Payment and Insurance Payment invoices are managed through the Invoices tab.
If you need help managing your billing, please contact our support team at support@trova.health.