Invoicing Options

Talenture RS enables you to specify invoicing options for each client to customize invoicing on a per-client basis.

You can specify the invoicing format for each client such as single consolidated invoice for all vacancies filled for a job, or separate invoice for each vacancy filled for a job.

Apart from this you can also enforce an invoice generation lock-in period to enable generation of invoices only after a specific no. of days after candidates join.

Note that these options can be set on a per-client level from the Client detail page as well as at the application level from the System Configuration module in the administrative user login.

Common Tasks

1. Set invoicing options for a client

1. Set invoicing options for a client

- In main Workbench, expand 'Business Relationships' data folder, expand 'Clients' under it and click on 'Leads' or 'Current'.
- In the list of clients in the right-pane click on the client for which to set invoicing options. The detail page of the client will come up.
- Scroll to the 'Invoicing Options' section.
- In the 'Allow Invoicing' drop-down select the no. of days (lock-in period) after placement of candidates, after which to raise the invoice.
- In 'Generate Invoice', select from the following 2 options:
- 'Generate One Invoice Per Candidate' if a separate invoice should be generated for each placed candidate for a job.
- 'Generate Invoice with Multiple Candidates' if a cumulative invoice should be generated for all placed candidates for a job.
- Click on 'Update' to save the changes.