Helpdesk

Billing information on a company record is comprised of the following fields:

• Standard % fee – enter the number you have agreed with the client.
  
   
   
• Payment terms – select from the dropdown the number of days from invoice that payment is
  due.
  
   
   
• Invoice from – select ‘Start date’ or ‘Acceptance date’ depending on what you have agreed with the client.
  
   
   

The information you enter here will pull through to any jobs created so you don’t have to input the information twice. Billing information data is also used together with salary information and start date or candidate notice period information when making a placement to automatically calculate fee amount and invoice date.

Please note, the information that pulls through will pre-populate the relevant fields, but it is possible to override by manually entering different data if necessary.