You can create and manage professional invoices tailored to your recruitment process. With the Invoice Generator, you can upload a custom invoice template, define tax details, and automatically generate invoices for candidate placements using dynamic tags.
Written by Disha
Navigate to Admin > Other > Invoice Configuration.
To update the default invoice sequence, click on Invoice Sequence. By default, it starts as INV 1.
Click on Add Invoice Configuration to begin creating your own template..jpg)
Name: Assign a name to your invoice configuration.
Custom Sequence: Enable this if you want a custom numbering format for invoice files.
Currency Code: Select the appropriate currency for your invoices.
Upload Template: Upload your invoice template in .doc or .docx format.
You can include the following supported tags in your template to auto-fill invoice data:
.jpg)
CANDIDATES_NAME
CANDIDATES_JOBS_TITLE
CANDIDATES_JOINING_DATE
CANDIDATES_SALARY_TYPE
CANDIDATES_SALARY
BILLING_FEES
.jpg)
SUB_TOTAL
TAXES_NAME
TAXES_PERCENTAGE
TAXES_AMOUNT
INVOICE_TOTAL
INVOICE_AMT_IN_WORDS
INVOICE_NO
CREATE_DATE
DUE_DATE
You may enter up to five different taxes per template.
Add information such as GST Number, Tax Name, and Percentage as required..jpg)
Go to the Billing Module.
Edit the joining details for the relevant candidate.
Select the candidate and click on Create Invoice.
Choose the invoice template, set the due date, and click Generate.
The invoice will be created and opened automatically. If it does not open, please check your browser settings.
You can view or re-access invoices at any time by navigating to the Manage Invoice tab. The file name will reflect the sequence configured earlier.
