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Placements & Billing

From placement to paid invoice, without rekeying.

CloudOffix Placements & Billing records every placement, generates invoices from the contract's fee terms and tracks guarantees on each placement.

After the offer

Placements that bill themselves

01

Placements on the job order

When a candidate reaches Placed, the placement is recorded with the client, the position and the contract.

Placements on the job order
02

Invoices from contract fee terms

Invoices are generated from the fee terms on the contract, manually or automatically.

  • Manual or automatic invoice generation
  • Fee terms taken from the contract
  • Placement invoice reminders
Invoices from contract fee terms
03

Guarantees on placements

Each placement carries its guarantee, so the agency knows which placements are still covered.

Guarantees on placements
The flow

From Placed to paid

01

The candidate is placed

The candidate moves to Placed and the placement is recorded.

02

The invoice is created

The invoice is generated from the contract's fee terms.

03

Reminders follow up

Placement invoice reminders go out until the invoice is paid.

04

The guarantee is tracked

The guarantee stays on the placement for its full period.

FAQ

Placements and billing questions

01

Are placement invoices created automatically?

They can be. Invoices are generated from the contract's fee terms, manually or automatically.

02

Does CloudOffix send invoice reminders?

Yes. Placement invoice reminders follow up on open placement invoices.

03

Can we track guarantees on placements?

Yes. Each placement carries its guarantee.

04

Can clients see their invoices?

Yes. Invoices and placements appear in the client portal.

Connect every placement to revenue.

Book a demo to see a placement generate its invoice from the contract and track its guarantee.

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