Introduction
Users can Create and Edit Invoices in the Ready Recruit product!
Follow the steps below to Create and Edit Invoices within a Placement Record
Quick Navigation
Creating an Invoice
Navigate to the Placement Record
In the information storage panel, click on Finance
Click on the Invoice Tab
To Add an Invoice, click the Add Button next to Invoices
The Add Invoice modal will appear with the following fields
- Invoice Number - type in the invoice number
- Invoice Type - select from the drop-down
- Supplier - search for existing suppliers within your site (A company 'kind' must be changed to a supplier for it to exist in the drop-down)
- Status - The status of the invoice
- Amount - type in the invoice amount
- Payable to- select from the drop-down
- Invoice Date- select from the date picker
- Processed Date- select from the date picker
- Comments - type in the invoice comments
- RTO- search for RTO then select from the drop-down
- Module ID- type in module id
- Module Name- type in the module name
- Module Result- type in the module result
- Module Result Reason- type on the module result reason
- File - choose a file to upload
- Label - type in invoice label
then click
The Invoice is now created!
Managing an Invoice
To edit an Invoice, click the Edit icon next to the relevant Invoice
The Edit Invoice modal will appear, Update the relevant information and click Save
The Invoice will save with the relevant changes made!
To delete an invoice, click the Delete button next to the relevant Invoice
This will create a prompt, click OK to delete the Invoice
The Invoice is now deleted!