Introduction

Administrators can create Invoice Types and Payables to be used in the Ready Recruit product!

This guide will show you some useful features to help you set up Invoice Types and Payables on the Ready Recruit Product! 

Quick Navigation

• Creating an Invoice Type
• Creating an Invoice Payable
• Editing, Disabling and Enabling Invoice Types and Payables

Creating an Invoice Type

Click on the Admin Settings dashboard icon from the left-hand side navigation panel.

In the Finance Settings section, click on Invoice Types.

To create a New Invoice Type, click the Add button next to New Invoice Type

The New Invoice Type modal will appear, name the New Invoice Type and click Add Invoice Type

The Invoice Type is now created! Invoice Types can be added to Invoices created in the Finance Tab in a Placement Record!

Creating an Invoice Payable

Click on the Admin Settings dashboard icon from the left-hand side navigation panel.

In the Finance Settings section, click on Invoice Payables.

To create a New Invoice Payable, click the Add button next to New Invoice Payable

The New Invoice Payable modal will appear, name the New Invoice Payable and click Add Invoice Payable

The Invoice Payable is now created! Invoice Payable can be added to Invoices created in the Finance Tab in a Placement Record!

Editing, Disabling and Enabling Invoice Types and Payables

To edit an Invoice Type or Invoice Payable, navigate to the relevant data (in this example we will use an Invoice Type) and click the Edit button next to the relevant Invoice Type

The edit New Invoice Type modal will appear, edit the relevant information and click

The Invoice Type will now be updated with the relevant changes made!

To disable an Invoice Type or Invoice Payable, navigate to the relevant data (in this example we will use an Invoice Type) and click the Disable button next to the relevant Invoice Type

This will create a prompt, click OK to disable the Invoice Type

The Invoice Type is now disabled!

To enable an Invoice Type or Invoice Payable, navigate to the relevant data (in this example we will use an Invoice Type)  and click the Disabled Invoice Types Tab

To enable the Invoice Type, click the Add button next to the relevant Invoice Type

This will create a prompt, click OK to enable the Invoice Type

The Invoice Type is now enabled!