Invoicing a Permanent Placement

Overview

This article will walk you through how to create invoices for permanent placements.

Steps

1. Navigate to the Placements tab.
   
   
   
   
2. Search for the placement you wish to update and open the record by selecting next to their name.
   • Alternatively, create a new placement, if necessary.

   
   
   

3. Scroll down to the Permanent Placement Information section.
   • This section is only available if the placement type is set to Perm.
4. In the Fee field, enter the total amount that you are charging your client for the placement.
   • This is an important value, as it is the amount that the Invoices will be based off of and will also be used to calculate commissions and reports.

   

5. In the Invoice Breakdown section, complete the following fields:
   • Amount - The amount billed to a client for an invoice. You can create multiple breakdown lines if you wish to break the total fee amount over several invoices.
   • Invoice Date - The date of the invoice generated for this breakdown. You can create multiple breakdown lines with different dates if you with to break the total fee amount over several invoices.
   • Payment Date - If you pay out commissions for permanent placements based off of when the invoice has been paid, you can use this field to determine the commission payout.
     • Once the Payment Date has passed, the application will trigger commission payment to be applied to the appropriate commission report for the Rep(s).
   • Split - This will split the commission payment to a Rep over the designated number of commission periods.
     • Example: If you pay commissions monthly and you enter a split of 6, the commission payment will be split evenly over 6 months.
6. Select ADD + to generate another invoice breakdown line, if needed.
   
   
   
   
7. Select to confirm your changes.