Beginning to Invoice in Rosemark

When you first start to create invoices using Rosemark, you will need to specify when you want this invoicing to begin. Otherwise, Rosemark would think that you want to invoice all Shifts that have not been previously invoiced. You may have been invoicing for some time, using a different system, and not want to re-create those earlier Invoices.

Once the invoicing process is well-established, there is no need for specifying start dates as part of the Invoice creation process. The start date for a new Invoice would simply be the day after the Through Date of the previous Invoice. If there was no previous Invoice it would be the start of the Payment Obligation. And if that hadn't been specified, it would be the start of Service.

The desire is to always have an invoice start where the previous one (on the Payment Obligation) left off. This way there's no confusion due to periods overlapping or leaving gaps. If necessary, individual shifts could be made non-billable, or explicit adjustments entered on an Invoice to achieve a desired gap.

Figure 169: Setting the Invoicing Start Date