Before users can send invoices from HosPortal for their shifts a roster administrator needs to define which shifts are allowed to be invoiced. These are set under the Invoice rules on the Admin page (A).

By default, invoicing for shifts is not allowed, so invoices need to be turned on for each roster where invoicing is permitted. If there are no rules for a roster then invoicing is not permitted and users will not be able to generate and send invoices.

In Invoice rules page shows the rosters that allow invoicing (B) and/or the types of people that are allowed to send invoices.

It is also possible to define rules where invoicing is prohibited (C). This can be used in combination with the 'allowed' rules: if two rules conflict then the 'not allowed' rule takes precedence. As an example, if Consultants and Trainees are both eligible to do the Night roster, then you can define rules to allow invoicing on the Night roster, but not allow Trainees: as a result only Consultants on the Night roster being able to generate invoices.

To create a new rule, select Add (D).

To edit or delete an existing rule click Edit (E).

For each rule, set whether it is a rule to allow or not allow invoicing (F).

For that that rule, set the rule (G). Most commonly you will want to set the Roster or Roster Group that allows invoicing. Once you have set the rules, remember to Save (H).