Credit Invoice Builder

How to create a credit invoice template

Mike avatar
Written by Mike
Updated over a week ago

Every time you make a perm placement or an approver approves a timesheet via TimeTemp, Vincere will 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. However, at times you may need to credit/refund your client - Vincere's Credit Invoice.

Follow the steps below to seamlessly create a formatted and fully branded Credit Invoice template.

Head to Settings and hit Document Builder:

Next, you can go ahead and start building your credit invoice template. You can create your own template from scratch or start with our provided templates by pressing Original Template. Take advantage of our wildcards which will automatically input information in for you every time you send out a document.

Not feeling familiar with Wildcards in Vincere? Check out our article HERE.

Follow the steps below to create your Credit Invoice template:

  1. From the Brand dropdown, choose your correct brand e.g. Ace Recruitment

  2. From the Doc Type dropdown, choose Credit Invoice (Contact/temp) / Credit Invoice (Permanent)

  3. Start building your own Credit Invoice template using the suitable wildcards on the right-hand side. Simply click on the wildcards to insert them into your document.

You can create a credit invoice template for Permanent and Contract/Temp roles:

Now you've got your shiny new template and all the wildcards you'll ever need... get designing! You can add things like logos, branding, formatting, and of course your handy little Wildcards.

Hit Preview at any time to preview your new masterpiece!

Invoicing #TheVincereWay ๐Ÿค‘

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