Invoice Templates

Talenture RS comes with a basic invoice format in MS Excel format. You can configure templates based in this via the admin login.

You can customize the available invoice format by including your company logo, contact details, changing the colour, fonts etc.

The calculation formula for the invoice amount can also be modified to synchronize with changes in  tax rates and other components.

The template dynamically generates invoice number, date, client & candidate information etc. You can add multiple invoice templates customized for separate clients/needs.

Common Tasks

1. Add an Invoice Template
2. Specify an ID Generator for an Invoice
3. Modify an Invoice Template
4. Delete an Invoice Template

1. Add an Invoice Template

Follow these steps from a user login having administrator privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Invoice Templates' data view.
- On the right pane, point to the 'File' menu and click on 'New'. The new Face Sheet page comes up.
- Enter a name for the Invoice in the 'Name' field and an optional description in the 'Description' field.
- From the 'Invoice Template File' field click on the 'Choose File' button and select the Invoice template (in MS Excel format) from the Talenture RS Templates folder in the installation directory.
- Click 'Save'.

2. Specify an ID Generator for an Invoice

You can define a custom Id Generator in Talenture RS and use it for generating the Invoice numbers for your invoices.
Refere to the task "Add a custom Id Generator" <task-link> for steps to create a custom Id Generator.

Follow these steps to specifying a custom Id Generator for an Invoice Template from a user login having administrator priviliges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Invoice Templates' data view.
- On the right pane, click on the invoice for which to specify an ID Generator. The invoice details window comes up.
- In the 'Id Generator' drop-down select the Id Generator you want.
- Click on the 'Update' button to save the changes.

3. Modify an Invoice Template

Follow these steps from a user login having administrator privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Invoice Templates' data view.
- On the right pane, click on the invoice to update. The invoice details window comes up.
- Click on the invoice file in the 'Invoice Template File' section to open it and save the file on your desktop (or any other folder).

- Open the template file you saved in previous step and make the desired changes, for e.g. formatting, adding company logo, changing service tax formula with the latest tax rate etc.
- Save the file.
- Now in the Invoice Details window in Talenture RS click on the remove (bin icon) next to the invoice template file name to remove it.
- Then click on the 'Choose File' button and select the updated file from your computer.
- Click on the 'Update' button to save the changes.

4. Delete an Invoice Template

Follow these steps from a user login having administrator priviliges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Recruiting Templates' and click on the 'Invoice Templates' data view.
- On the right pane, tick next to the invoice to delete.
- Point to the 'Edit' menu select 'Delete'.