All invoices are processed through Xero.

RECRUITMENT SERVICES

The payment schedule for each recruitment job is given to the bookkeeper by the salesperson responsible for the sale, and includes the company name, contact details at the company, details of the job, total cost and the breakup of the price (eg. if it is to be billed out in portions)

Each portion of the total must be billed on a separate invoice however the reference on the invoices will be the same for each invoice, namely the Job Code.

Use the branding template Primary Recruitment 1 for the first instalment, and Primary Recruitment 2 for the second instalment, but just the standard branding template for the third instalment, or when the entire amount is to be billed together.

Enter the first portion as a quote (using the branding template Primary Recruitment 1) until payment is received, then mark the quote as accepted to turn it into an invoice.

Use the Item Numbers as follows:

PRIMREC001    – First 20% of total

PRIMREC002 – Next 40%

PRIMREC003 – Last 40%

PRIMREC004 – Full price up front

SECOREC001  – Where a secondary placement is made

The position title must be entered on an empty line in the body of the invoice.

When the quote is raised, it needs to be forwarded back to the salesperson so they can attach it to their welcome email.

HR SERVICES

Further details on invoicing for HR Services will be provided as the service is brought online.