Invoice Rules
Before users can send invoices from HosPortal for their shifts a roster administrator needs to define which shifts are allowed to be invoiced. The rules can be added to the invoice rules section.
Open the admin menu and go to the rules section and click on the invoice rules;
Click on add to create a new rule;
You may click here to edit and change any rule already created;
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. The invoice rules page shows the rosters that allow invoicing and/or the types of people that are allowed to send invoices.
Add a new rule
Watch this short video on how to turn on the invoicing rules or to explicitly forbid invoicing for specific roles, roster groups or using another filter by setting the rules in combination.
