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Billing & Invoicing
Billing & Invoicing helps you manage your practice’s finances in Trova. These FAQs guide you through creating and sending invoices, marking payments, and keeping track of all billing activity for a smooth financial workflow.
72 articles
How does a client pay?
How do I get paid?
Where do I view client payments?
What if the client does not pay when the invoice or payment link is sent?
Is there a fee charged from Paystack for payments?
How do I send a receipt after a payment is made?
How do I send a payment link if I am integrated with a payment processor?
How do I mark an invoice as paid manually?
How do I add a payment date when marking as paid?
Where is the payment date information recorded?
How often do insurance companies send payments?
What are procedure codes used for?
How do I add a procedure code?
What happens if the procedure code is in the system?
How does the procedure code affect insurance billing?
Can I add or edit procedure codes in billing?
What if the procedure code is not in the system?
How do I ensure accurate medical aid reimbursement for clients?
Why is it important to select the insurance company name?
Where can I find the insurance company name in the client profile?
How do I ensure accurate reimbursement for sessions billed via insurance?
Where do I update the procedure codes for each service?
Can I mail invoices to insurance companies to claim for reimbursement?
What happens after I send the invoice to the insurance company?
What should I do if I do not receive reimbursement from insurance?
How do I generate a Practice Financial Statement?
How do I generate a Client Financial Statement?
Why is the date of service blank on my financial statement?
Where does the service description shown on financial statements come from?
Why are invoices appearing on the statement that don’t fall within the selected date range?
When is an invoice created?
What happens if the client doesn’t pay the invoice immediately?
Can I manually send an invoice?
Why aren’t my invoices downloading?
When can I use the edit button in billing?
How do I edit an invoice?
How do I edit an invoice in Sent status?
How do I edit an invoice in Draft status?
Can I edit a Paid invoice?
What Do the Statuses in Billing Mean?
What does the “Draft” status mean
What does the “Sent” status mean?
What does the “Paid” status mean?
What filters are available in the billing section?
What can I do in the preview screen?
How does the mail feature work in billing?
How does the filter work in the billing section?
How do I create a “New” invoice?
Can I create an invoice that needs to be backdated?
Can I search by invoice number?
Where can I find the “My Templates” section?
Do I need to create a template for billing?
How many templates can I create?
What information is required when customizing a template?
What should I know about filling in the blue text boxes on a template?
Can I add a logo to my template?
Are there any items on the template that cannot be changed?
Can I update a paid invoice with a different template?
How do I edit a saved template?
How do I add a specific field to a client’s invoice, for example, a PMB number?
What information is included in the email when the invoice is sent to the client?
What links are available when I have integrated with your payment processor, in the email sent to the client?
What happens when the client clicks on the payment link for Paystack?
What payment options are available to the client through Paystack?
What confirmation does the client receive after making a successful payment with Paystack?
What information will clients see in appointment reminders?