The “New” invoice feature allows you to create an invoice that is not tied to an appointment scheduled on the Trova calendar. To create a “New” invoice:
- Navigate to Billing and click on the “New” button.
- Select the client for whom you want to create the invoice.
- Select the payment type:
- Manage Payment: Includes payments like cash, credit card machine transactions, or other payments made outside of the Trova platform.
- Online Payment: Sends a payment link and invoice directly to your client with multiple payment options.
- Other Payment Types: Includes payments like cash, credit card machine transactions, or other payments made outside of the Trova platform.
- Insurance Payment: Choose this option when submitting a claim on behalf of the client directly to the insurance company for reimbursement.
- Customize the invoice by adding invoice line items. You can choose the date, procedure code, description, and price for the invoice/receipt. Only the date and amount are required to add a line item.
- Add a discount if needed.
- Select the appropriate button to finalize your invoice:
- Save and Review: The invoice will be saved in draft mode.
- Request Payment: A payment link and invoice will be sent to the email on file for the client, and the status will be “Sent” in Billing.
- Send Receipt: A receipt will be sent to the client’s email, and the status in Billing will be “Paid.”
- Generate Invoice: Nothing will be sent to the client, and the status in Billing will be “Draft.”