Video guide · Locum work & payments

How to create a locum tenens invoice

Choose the work to bill, inspect the line items, and then share the invoice.

Watch the walkthrough

1:00 · Narrated demo with captions. Synthetic data; no live messages or payments.

Read the transcript
Build an invoice Demonstration records only. No real messages, payments or AI requests occur. Choose the work to invoice, then check the selected days and total. Review every line in the preview before sharing. Send invoice offers formats; Copy prepares text for your own message. Both record the invoice and mark entries billed in the app. Copy does not send anything to the agency. Check the recipient and complete your sharing step. Copy records billing activity. It does not deliver an invoice.

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Follow the steps

Unbilled work or outstanding on-call days under a reviewed agreement.

  1. Open Practice, then Work and select the agreement. Choose the Invoice button for unbilled entries or outstanding on-call days.
  2. In Which days go on this invoice?, select the days you intend to bill and check the displayed total.
  3. Open Invoice preview. Review the dates, descriptions, rates and TOTAL DUE against your records.
  4. Choose Send invoice… and the available format, or Copy to prepare the text for your own message. Complete the chosen sharing step and verify the recipient.
  5. Open Practice, then Invoices and check the invoice record. Follow up on delivery through the sharing method you used.

Good to know

  • Both sending and Copy mark the selected entries as billed in the app. Copy alone does not deliver an invoice to the agency.
  • If the preview is wrong, close it and correct the work or agreement before sharing.
  • An invoice marked billed or sent does not mean it has been paid.

You’re done when: A reviewed invoice is recorded, and you know how it was shared.

Written guide reviewed 2026-09-19. This walkthrough uses synthetic demo data.

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