Invoice Details
HA has a built-in invoicing feature within the Placements Module that allows users to generate and email an invoice to themselves or view within HA and admi...
Mon, 13 Feb, 2023 at 4:27 PM
Changing the invoice number from the HA default (Position ID) requires that the Manual Invoice Numbers configuration setting is turned ON. It is off by def...
Thu, 22 Dec, 2022 at 2:17 PM
The Invoice Configuration settings determines what information is displayed in the top part of the invoice with the company name. Admins can set these opti...
Wed, 14 Sep, 2022 at 3:45 PM
Invoices can be viewed from the Invoice Details section of the Placements module. You can preview the invoice directly in HA or you can email it directly t...
Mon, 13 Feb, 2023 at 4:28 PM
The Email Invoice to Me icon is a simple way for users to receive an emailed PDF version of the invoice for the selected placement. HA will regenerate...
Fri, 19 Jun, 2020 at 12:16 PM
Please note: this feature is only available for HA administrators--it is hidden from standard HA users. The Email Invoice to Client icon can be used to...
Fri, 19 Jun, 2020 at 12:16 PM
Validating the invoice details is an important step in the placement process within HA. This tells administrators that the invoice details are correct...
Fri, 29 Jan, 2021 at 10:41 AM
The Position Intelligence Report provides insight into the work put into the position and can be sent along with the invoice to the client. Alternatively, ...
Wed, 14 Sep, 2022 at 4:03 PM