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.
78 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?
- 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 attach a document for an insurance claim email?
- 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 “Stand-alone” invoice?
- Can I create an invoice that needs to be backdated?
- Can I search by invoice number?
- Can I delete an existing invoice in billing?
- What does “Regenerate” mean in Billing?
- Can I edit an invoice after it has been paid?
- How do I create an invoice template?
- 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?