Overview
Manual Invoicing is a LAL Pro feature that lets you create and send invoices through Locate a Locum for eligible shifts booked through the platform.
If the customer uses Automated Payments, the invoice is generated automatically and you do not need to create or send one yourself.
For Manual Payments, LAL Pro lets you generate and send the invoice through the app. Standard users must create and send these invoices outside Locate a Locum.
Open Manual Payments
Open My Shifts from the main navigation.
Select the Finance tab.
Tap Manual Payments.
Only eligible payments from shifts that have already been worked will appear here.
Shift payments and individual expenses are grouped under the company associated with the booking.
Manual Payments is a LAL Pro feature. Standard users selecting this option will be shown the available Pro trial or upgrade options.
Create and send a manual invoice
Under the relevant company, select the shift payments and expenses you want to include.
2. Once at least one item is selected, tap Create Draft Invoice.
3. On the Customise Invoice Details screen, review or update:
Invoice Number
Custom address — optional
Invoice Date
Due Date
Notes
4. Tap Create Draft Invoice again to generate the draft.
5. Review the draft invoice and download a copy if needed.
6. Tap Email Invoice.
7. Enter the recipient’s email address.
8. Tap Send.
Only one recipient email address can be entered.
Once sent, the invoice will appear under:
My Shifts → Finance → Manual Invoices → Sent
You’ll also receive a copy of the invoice for your own records.
Note: Shift fees are fixed from the booking and cannot be edited.
Common questions
Why can’t I see a shift in Manual Payments?
A shift will only appear in Manual Payments when:
it was booked through the Locate a Locum platform;
the shift has already been worked;
the customer requires a manual invoice rather than using Automated Payments.
Bookings added to your diary that were not booked through Locate a Locum cannot be invoiced through the platform.
Why is Create Draft Invoice greyed out?
You must select at least one eligible shift payment or expense before Create Draft Invoice becomes available.
Can I include multiple shifts on one invoice?
Yes. You can include multiple eligible shift payments and expenses for the same company on one invoice.
Payments from different companies cannot be combined.
What if an expense on my draft invoice is wrong?
Expenses cannot be edited.
Delete the draft invoice using Delete Invoice, then delete and recreate the incorrect expense before creating a new draft invoice.
For more information, see Add expenses from a shift in the app.
Can I create a manual invoice for a shift booked outside Locate a Locum?
No.
Manual Invoicing can only be used for shifts booked through the Locate a Locum platform.
Do I need LAL Pro to create a manual invoice?
Yes.
Manual Invoicing is a LAL Pro feature. Standard users must create and send manual invoices outside Locate a Locum.
LAL Pro allows you to create, send and manage eligible manual invoices directly within the app.
Want to learn more about LAL Pro?
Book a 15-minute LAL Pro Discovery call with our Locum Success Team to explore what Pro includes, ask questions and understand how it could add more value to your Locate a Locum experience.
Need help?
Go to More → Support in the app to contact our Support Team.
If you’re a LAL Pro user, you can also access Priority Support for faster help, phone support and dedicated appointments with a Locum Success specialist. For more information, see How to access Priority Support with LAL Pro.