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How to View Your Upcoming Invoice

Updated

This article explains how to review your upcoming charges using the Clipboard web portal. Confirming your upcoming charges in advance helps avoid the delivery of an inaccurate invoice.

Tip: Your Upcoming Charges show a summary of each shift's description and charge rate, along with the worker's timesheet pre-invoicing.


Reviewing Upcoming Charges

  1. Open the Clipboard web portal at clipboard.health.
  2. In the left navigation menu, under Billing, select Upcoming Charges.
  3. Adjust the Charge Period using the navigation arrows to locate the desired week.
  4. Review your upcoming charges, including Pending Requests, Verified Shifts, and Fees. 

If something looks incorrect, learn how to dispute an invoice or an upcoming charge.
 

Still Have Questions?

If you need further assistance, contact the billing team: