Manage your all invoices and track unpaid invoices.
Written by Shruti Patel
To access the Billing module, click on the horizontal three-dot icon in the menu on the left side and select the "Billing" option. This is the best place to search for the invoices you created in the system. You can also see the invoice amount and the payment you received against it.
Various criteria are available on the top side to search for particular invoices.
Navigation Link: https://app.ismartrecruit.com/invoice
This screen provides functionality for creating/editing pending invoices, processing the payment, and viewing the payment with the invoice status tracker. There is also a facility to export a data list of candidates whose invoices are pending to generate in .xlsx and .pdf format.
In the system, users may generate invoices for the client once a candidate is hired for the respective job position. To create the invoice, perform the following steps.
Step 1: Click the "+ Add Invoice" button on the top of the screen.
Step 2: Here are the details to fill out for the invoice:
1. Invoice No.
2. Invoice Amount: The total amount of the invoice
3. Invoice Date: Date of creation
4. Payment Due Date
5. Client Name: The name of the client for whom we are creating this invoice
6. Candidate Name: Select one or more candidates associated with the client for this invoice
7. Status: Select the invoice status from the dropdown to track the progress
8. Remarks: Add any remarks if necessary
9. Upload the invoice document to your billing system
10. Click "Save" to create the invoice record, accessible under the "Manage Invoice" tab.
You can click the Pencil icon to edit the invoice details for individual Invoices.
After clicking on the Edit Icon, the pop-up screen with Edit Invoice Detail will appear. You can make the changes you desire according to your requirements by clicking the Update button at the bottom.
You can select the “Delete” option, available under the “Actions” column header, which is visible with a click of the three-dot icon.
In scenarios when payment has been received for a particular invoice, you can process the payment through the Debit card icon and record all details of the payment received.
The form will appear where you can record all payment-related information.
To “View Payment”, the Payment history of the respective invoice, which you can edit, remove, and export as per their preference, click on the eye icon available under the “Action” header.
If multiple partial payments are recorded for a particular Invoice, you will see all the details for each payment through this icon.
