Track all the candidates who got onboarded but still invoice not created.
Written by Bharti Nakum
In the system, users may generate invoices for the client once a candidate is hired for the respective job position. To get such a candidate list, click on the horizontal dotted line on the left side of the menu and select the “Billing” option.
Navigation Link: https://app.ismartrecruit.com/invoice
The billing screen will appear, and you can view all pending invoices under the 'Pending Invoice' tab.
This screen provides functionality for creating pending invoices, editing joining details, and replacing candidates. You can also export the list of candidates whose invoices are pending to .xlsx and .pdf formats.
Step 1: Click the Pending Invoice tab to see candidates who have been hired but whose invoices have yet to be created.
Step 2: Select the candidate you want to create an invoice for, then click Create Invoice to start the invoice creation process.
Step 3: Fill all the details, then select the invoice template you created in the Invoice Configuration section under Admin.
New Enhancement: Invoice Configuration
You can now customize your invoice templates with our new configuration options. For detailed steps, refer to our Configure and Generate Invoices
Step 4: Click on the “Save” button to record the Invoice.
All created invoices will be available in the “Manage Invoice” and removed from the list of “Pending Invoices”. Under Pending Invoice, you can view only those candidates whose invoices have not yet been created.
Under the “Action” column last, there is a facility to add notes in case of “Replace Candidate” if the client has hired another candidate instead of the selected candidate.
On click after the “Replace Candidate” icon, a confirmation tab will appear where you can add your description to mention the reason and details of the replaced candidate and click on the "Yes" button below.
If you replace a candidate, the changes will be reflected in the Candidate View Dialog under the Activity tag. After the replacement, the candidate will no longer appear in the Pending Invoice tab.
Note: The Billing module only supports the record-keeping and management of your invoices, where you will need to generate the Invoice outside of the system and upload it here. It is not equivalent to billing software.