Invoicing & billing
:::note Optional module Invoicing is an optional module for agencies and staffing firms that bill clients for placements. It appears only if enabled for your organisation. See Feature availability. :::
The Invoicing module lets you raise and track invoices for placements, alongside retainers, credit notes, and revenue reporting. Open Invoicing in the top navigation bar.
What's included
| Item | Purpose |
|---|---|
| Invoices | Raise and manage invoices for placements. |
| Retainer Invoices | Manage retained-search billing. |
| Credit Notes | Issue credits against invoices. |
| Summary | An overview of invoicing activity. |
| Revenues | Current and forecast revenue pipeline. |
| Settings | Configure invoicing (e.g. disciplines, business sectors). |
🖼️ Screenshot: The Invoices list showing invoice number, client, amount, status, and due date.
Typical flow
- A candidate is placed (hired) against a client's vacancy.
- Raise an Invoice for the placement fee, linked to the client and vacancy.
- Track the invoice status through to payment; issue a credit note if needed.
- Monitor income via the Revenues view and invoicing reports.
Related
- CRM — the clients you invoice.
- Common reports — revenue and fee-share reports.