You can set up HosPortal to send invoices on your behalf automatically.
Before you can automate your invoicing you need to add your billing details and set up the invoicing rates. See this article here.
To send invoices automatically, go to your Invoices page on your profile (A) and select the Automatic invoice setting (B). You can edit or delete the automated settings for any roster, or add a new setting (C).
To add or edit an automated invoice setting, select the rosters (D), when you want the automated invoicing to start and the frequency of the automated rosters. Choose a date before the 28th of a month then click save. You can select multiple rosters for the same automated invoice setting.
You need to set your automated invoice settings at each of your facilities separately. You can change between facilities by using the site selector at the top left of your screen.
What invoices get sent?
If you set the send frequency to be monthly, HosPortal will send invoices for any shifts in the prior calendar month, no matter the date in the month you set the cycle to start. So if you set the period to monthly, it does not matter that the start and repeat date is the 5th, 10th or 23rd of February: HosPortal will send the invoices for the entirety of January on those dates, and will then send invoices for the entirety of February on 5th, 10th or 23rd March.
Similarly if you set the frequency to be weekly: HosPortal will send the shifts for the entire prior week from Monday to Sunday no matter whether your repeat date is Tuesday, Thursday or Friday.
Doubling up shifts and invoices
HosPortal tracks which shifts have been invoiced and will not duplicate them. So even if you have automated invoicing set up you can always send your shifts manually before the auto-send date without the risk that the shifts will be invoiced a second time.
Old shifts
Note that HosPortal sends only the most recent cycle of shifts and does not try to 'catch up' on uninvoiced shifts:
if you back-date the start date HosPortal will still only send invoices when the next date in the cycle comes around; and
if you set your invoicing frequency to weekly, HosPortal will only send invoices for shifts in the week before the send date. If you set the invoicing frequency to monthly HosPortal will only send the most recent month of invoices, and so on.
Because HosPortal will not invoice the same shift twice, you can always manually send all your outstanding invoices to catch up with the current cycle.