Every time you make a perm placement or submit an approved timesheet via TimeTemp Vincere will now automatically create both a sales and purchase invoice in the invoicing section of Vincere.
The invoices produced within Vincere are fully configurable, easily exportable and simple to get setup. At times you may need to credit/refund your client - Vincere's Credit Invoice tool is great to manage this.
Follow the steps below to seamlessly create a formatted and fully branded Credit Invoice.
Head to settings and hit Document Builder.
Next you can go ahead and start building your formatted credit invoice template. To do this you need to use the wildcards (e.g. #CandidateInformation.FirstName#)
You can create a credit invoice template for Permanent and Contract/Temp roles.
You might be wondering what are Wildcards?
Wildcards are personalisation tokens / merge tags you can use and add into your document builder when creating a formatted credit invoice template.
When you indicate that you would like to use the first name wildcard, for example, Vincere will look into the record in system, find the first name field, pull the value from and populate it in your formatted credit invoice where you designate automatically.
All you need to do is copy and paste the wildcard into the credit invoice template where you’d like the field to appear in the formatted credit invoice.
Invoicing #TheVincereWay 🤑