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Placements and Invoices are your back-office lists. Open them from More > Back-office in the top bar. You can also pin Placements to the sidebar.

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Placements

The Placements list shows every hire your workgroup recorded, whether it came from moving a candidate into a hire stage or from Create placement.
  • Columns. Candidate, status, planned start, client, job, recruiter, placement type, actual start, hire date, and booked fee.
  • Filters. Hire date, status, source, client, job, and recruiter. Search and sort the list.
  • Create placement. Choose a candidate and a job, then record the hire date and the terms agreed with the client.
  • Placement actions. Open a placement to edit it, confirm the start, cancel it, record an early end, or delete a mistaken hire. See Record a placement directly.

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Invoices

The Invoices list shows every client invoice, with its client, job or placement, total, due date, status, sending, amount received, and amount remaining.
  • A confirmed placement with a client, booked fee, and currency prepares a draft invoice automatically, according to your billing defaults. You can also record an invoice for a placement yourself.
  • Issue the invoice, mark it as sent, and record payments as they arrive, including partial payments, credits, and refunds.
  • Every change is kept in the invoice’s Activity: drafts, issuing, edits, manual overwrites, payments, cancellations, removals, and restores, with before-and-after values.
  • Open an invoice line’s placement to see the placement’s other invoices.
For the rules on drafts, sending, payments, corrections, and removal, see Reports.

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Who can do what

Owners, admins, and members can record placements. Editing fees, and correcting or removing invoices, is available to owners and admins.

Job pipelines

Record hires and placement actions.

Reports

Revenue, invoices, and outstanding balances.