# Placement Fee Invoice

> Bill the placement fee on the start date. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

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.

Page: https://forge-labs.io/routines/placement-fee-invoiced-on-the-start-date/

## How it works

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.

**When it runs:** On the start date of each permanent placement recorded in your applicant tracking system.

**What stays with your team:** Jane drafts the invoice and records it on the placement on her own. The invoice goes to the client only after a person approves it.

**Who uses it:** Finance, Owners, Account managers

**Team:** Finance

**Built for:** Executive search, IT staffing, Engineering and construction

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, QuickBooks, Xero, Gmail, Outlook, Google Drive

## Questions

### 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.

## Book a demo

https://forge-labs.io/book