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1. Self-Bill Invoice document type
Admin users can configure Self-Bill Invoice templates to be sent from Vincere. For more information, click HERE
2. Configure Self-Bill Settings for Umbrella Companies
Head over to Settings > Pay & Bill Settings > Settings > 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
4. Self-Bill Invoice Generation
When you make a placement for a Contract / Temp role, and as soon as the timesheet is approved, Vincere Pay & Bill will auto-generate a Self-Bill invoice based on the following criteria:
The Job Type is not Permanent.
The Pay Type of the Placement is either Ltd Co. & Corporation or Umbrella.
Self-Bill is enabled for said Job Type from the Candidate Profile
5. Self-Bill Invoice Actions
We’ve empowered the back office to send Self-Bill Invoices with relevant documents directly to clients from Vincere.
From Vincere Pay & Bill, filter Invoice Type by Self-Bill Invoice.
You can do any of the following when processing Self-Bill Invoices:
Change invoice templates
Update invoice profit split
Approve invoice
Approve & Send invoice to Client
Approve & Mark as Sent on invoice
Mark as Paid
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 > Email Templates > Search for “Self-bill” to edit.