Routines / Placement Fee Invoice
Placement Fee Invoice
On each permanent placement's start date, Jane checks email for any sign the date moved. She calculates the fee from the salary on the placement and the terms of your signed agreement and sends the invoice in QuickBooks or Xero and posts the calculation in chat.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
QuickBooks
Xero
Gmail
Outlook
Google Drive
- 1
A permanent placement starts
The routine starts on the start date of each permanent placement in your applicant tracking system. Jane checks email for any sign the date moved.
- 2
Jane calculates the fee
Jane reads the salary on the placement and the fee terms in your signed agreement with the client. She calculates the fee the way the agreement sets it.
- 3
The invoice is in your books
Jane sends the invoice in QuickBooks or Xero, records it on the placement and posts the fee calculation in chat.
Questions about Placement Fee Invoice
What does the Placement Fee Invoice routine do?
It drafts the fee invoice for each permanent placement on the day the person starts, using the salary on the placement and the fee terms in your client agreement.
Where does Jane find our fee terms?
She reads the agreement you hold with each client, from Google Drive, your ATS or your mailbox. If she cannot find one, she says so in chat and does not guess the fee.
Does Jane send the invoice?
No. The invoice is drafted in your accounting system and a person approves it before it reaches the client.
Can it track the guarantee period too?
Yes. Jane records the guarantee end date on the placement and can remind the account manager in chat before it ends.