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View and manage manual invoices on LAL Pro

Learn how to find, view and manage manual invoices created through Locate a Locum.

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Written by Rory Kehoe

Overview

Manual Invoices is a LAL Pro feature that lets you manage invoices created through Locate a Locum for eligible shifts booked through the platform.
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Invoices are organised into Draft, Sent and Reconciled states so you can track where each invoice sits and make changes where needed.

Open Manual Invoices

  1. Open My Shifts from the main navigation.
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  2. Select the Finance tab.

  3. Tap Manual Invoices.

Standard users selecting Manual Invoices will be shown the available LAL Pro trial or upgrade options.

View and manage your invoices

Manual Invoices are organised across three tabs:

  • Draft — invoices created but not yet sent.

  • Sent — invoices that have been emailed.

  • Reconciled — invoices you have marked as paid.

Each invoice card shows the Issue Date, Due Date and Status, along with an invoice title containing the Invoice Number and Company Name.
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Tap the invoice title to open the invoice in full.
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To find a specific invoice, use the company dropdown or select Filter. Available filters include:

  • Sort By

  • Date

  • Company

  • Location

  • Invoice Number

The Reconciled tab also includes Reconciled Date and Paid Date.

Manage a sent invoice

From a sent invoice you can:

  • download a copy;

  • use Change Status → Move to Draft if changes are required;

  • mark the invoice as Reconciled once payment has been received.

A sent invoice cannot be edited, deleted or resent until it is moved back to Draft.
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To do this:

  1. From the Sent tab, select the checkbox beside the invoice.

  2. Tap Options.
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  3. Select Move to Draft.

  4. Review the confirmation message.

  5. Tap Move to Draft to confirm.

The invoice will immediately move to the Draft tab, where it can be edited, deleted, downloaded or sent again.
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For instructions on marking an invoice as paid, see Mark an invoice as reconciled on LAL Pro.
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Common questions

  • Can I edit a sent invoice?
    Not while it remains in Sent.
    Use Change Status → Move to Draft first. Once the invoice is back in Draft, you can make the required changes.
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  • Can I resend an invoice to a different email address?
    Yes.
    Move the invoice back to Draft, then repeat the sending process and enter the new recipient email address.
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  • Why can’t I find an invoice?
    Check that you are viewing the correct Draft, Sent or Reconciled tab and review any company or Filter selections that are currently applied.
    If no matching invoices are found, you’ll see:
    ​No results found. Try changing your filters.
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  • Can I download a manual invoice?
    Yes. Manual invoices can be downloaded when viewing the invoice in full.
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  • How do I mark an invoice as paid?
    Use the Reconciled status once payment has been received.
    For the full process, see Mark an invoice as reconciled on LAL Pro.
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  • Do I need LAL Pro to manage manual invoices?
    Yes.
    ​Manual Invoices is a LAL Pro feature. Standard users selecting it will be shown the available trial or upgrade options.

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.

Book a LAL Pro Discovery Call

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.

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