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<a href="#h_04cd648347">Self-Bill Invoice document type</a>

<a href="#h_203c5ad411">Configure Self-Bill Settings for Umbrella Companies</a>

<a href="#h_4a33f3dad2">'Billing Options' tab in Candidate Onboarding</a>

<a href="#h_2626dc5438">Self-Billing Invoice Generation</a>

<a href="#h_1e3c1667e0">Self-Bill Invoice Actions</a>

1. <a href="#h_04cd648347">Self-Bill Invoice document type</a>
2. <a href="#h_203c5ad411">Configure Self-Bill Settings for Umbrella Companies</a>
3. <a href="#h_4a33f3dad2">'Billing Options' tab in Candidate Onboarding</a>
4. <a href="#h_2626dc5438">Self-Billing Invoice Generation</a>
5. <a href="#h_1e3c1667e0">Self-Bill Invoice Actions</a>

1. Self-Bill Invoice document type

Admin users can configure Self-Bill Invoice templates to be sent from Vincere. For more information, click <a href="https://help.vincere.io/en/articles/6201477-self-bill-invoice-builder" rel="nofollow noopener noreferrer" target="_blank">HERE</a>

2. Configure Self-Bill Settings for Umbrella Companies

Head over to Settings &gt; Pay &amp; Bill Settings &gt; Settings &gt; Umbrella Companies.

Admin users can enable Self-Bill and upload any related documentation for each Umbrella Company.

3. New ‘Billing Options’ tab in Candidate Onboarding

We’ve updated and streamlined the onboarding process for you. You’ll find a new section called ‘Billing Options’ in the Onboarding tab.

Within this tab, consultants with permission to view Candidate Onboarding details will be able to:

Select/Update the Umbrella Company that will be processing the candidates’ pay

View/Update the Candidate Ltd Co. or Corporation details

Enable/Disable Self-Bill for the Candidates Ltd Co. or Corporation

Upload/Update/View Ltd Co. or Corporation Billing related documents

1. Select/Update the Umbrella Company that will be processing the candidates’ pay
2. View/Update the Candidate Ltd Co. or Corporation details
3. Enable/Disable Self-Bill for the Candidates Ltd Co. or Corporation
4. Upload/Update/View Ltd Co. or Corporation Billing related documents

When you make a placement for a Contract / Temp role, and as soon as the timesheet is approved, Vincere Pay &amp; Bill will auto-generate a Self-Bill invoice based on the following criteria:

The Pay Type of the Placement is either Ltd Co. &amp; Corporation or Umbrella.

Self-Bill is enabled for said Job Type from the Candidate Profile

1. The Job Type is not Permanent.
2. The Pay Type of the Placement is either Ltd Co. &amp; Corporation or Umbrella.
3. Self-Bill is enabled for said Job Type from the Candidate Profile

We’ve empowered the back office to send Self-Bill Invoices with relevant documents directly to clients from Vincere.

From Vincere Pay &amp; Bill, filter Invoice Type by Self-Bill Invoice.

You can do any of the following when processing Self-Bill Invoices:

1. Change invoice templates
2. Update invoice profit split
3. Approve invoice
4. Approve &amp; Send invoice to Client
5. Approve &amp; Mark as Sent on invoice
6. Mark as Paid
7. Cancel Invoice

Note: When you send Self-Bill Invoices to the client, the system will use our new Email Template 14.7.

You can edit the email before sending or customize the email template: head over to Settings &gt; Email Templates &gt; Search for “Self-bill” to edit.

Back office consultants can now process Self-Bill Invoices for your Ltd Co. & Corporation and Umbrella Placements.

1. Self-Bill Invoice document type

2. Configure Self-Bill Settings for Umbrella Companies

3. New ‘Billing Options’ tab in Candidate Onboarding

4. Self-Bill Invoice Generation

5. Self-Bill Invoice Actions