Track all the candidates who got onboarded but still invoice not created.
Written by Shruti Patel
In the system, users may generate invoices for the client once a candidate gets hired for the respective job position. To get such a candidate list, click on the left-side horizontal dotted line in 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 Invoicees' tab.
This screen provides functionality for creating pending invoices, editing joining details and replacing candidates. You can also export the list of candidates whose invoice is pending to .xlsx and .pdf format.
You can manage Invoice details in the system, by adding new Invoices. Click on the "+ Add Invoice" button to add a new invoice.
Step 1: After clicking on the "+ Add Invoice button" a pop-up form will appear. You can add details to the invoice form to create the Invoice. Like - Invoice Number, amount and date.
Step 2: Select the name of the client and choose the required candidates from the list for whom you wish to add the invoice.
Step 3: You can also dd the Payment Due date and status that you wish to assign to the Invoice.
Note: You can customise the value of statues for invoices in the system. Please refer to a detailed article - https://help.ismartrecruit.com/administration/customize-billing-status-invoice-status
Step 4: Upload the Invoice document and add any specific remarks if required for future reference.
Step 5: 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 are not yet 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.
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.
