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Getting started on invoicing through Hosportal - overview for users
Getting started on invoicing through Hosportal - overview for users

How to send invoices and what HosPortal invoices look like.

Charles Lynam avatar
Written by Charles Lynam
Updated over 6 months ago

HosPortal allows you to send invoices for your shifts directly to the facility you work at. You can either send the invoices manually or set up an automatic cycle to send any invoices on a schedule, for instance monthly.

Whether you can invoice for your shifts is determined by your facility, and it might be that you can invoice for some types of activities and not others. Many facilities, such as public hospitals, will not allow any invoicing through HosPortal.

Your facility administrators can define the rates that are payable for shifts, or allow you to set the rates for each roster yourself. If the facility administrator sets rates for your facility (a 'site rate') then you cannot amend this and this rate will apply regardless of the rate you try to set.

There are separate and additional instructions for roster administrators that can be found here.

Getting started on invoicing

To get started on rostering, follow the help pages in each of the following:

  1. Set up your billing details in your account settings.

  2. Check that there are invoicing rates entered for the rosters and shifts you want to invoice.

  3. Decide if you want HosPortal to automatically send your invoices from now on.

  4. Send your invoices manually, or correct invoices sent previously whether manually or automatically.

You can re-send or correct invoices at any time, and mark invoices as paid.

Invoice format

Invoices are generated in a standard format, as shown below. Note that since February 2022 HosPortal will generate a single invoice for multiple shifts, whereas it used to be that each shift would result in its own invoice.

A: The name of the entity issuing the invoice, such as your name or the name of your billing entity. This is set up in your account settings.

B: The recipient entity and recipient email address. This is defined by your facility.\

C: Your name and contact details, set up in your account settings.

D: Date that the invoice was sent and an automated invoice number. You cannot change the invoice numbers.

E: The shift details, listing the date of the shifts, the units (hours or shifts), the description of the rate, the rate itself (e.g. $45/hour, or $580 per shift) and the total. GST is added separately for Australian billing entities.

F: The bank account details, set up in your account settings.

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