HosPortal

Invoicing

How to send invoices and what HosPortal invoices look like.

Getting started on invoicing through Hosportal - overview for users

Creating and editing your billing details in HosPortal (for users)

Setting, editing and deleting invoice rates (by users)

Send, re-send and manage invoices; correct invoices.

Reviewing and managing your invoices

Send invoices automatically

For Users

Roster invoicing - overview for roster administrators

Turning roster invoicing on and off

Setting, editing and deleting roster invoice rates (for roster administrators)

Set invoice email address and billing details (for admin)

For administrators

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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