Start date to invoice trigger

    When a placement actually starts, I assemble the invoice pack so billing does not wait on you.

    Schedule

    On demand · On-demand, triggered by an ATS stage change.

    Integrations

    BullhornGoogle Drive

    Channel

    Slack Email digest
    #hiringExample run
    You
    You

    @laidback when a placement start date is confirmed, build the invoice pack.

    Laidback

    Done, here is the result:

    • 1.Watch for confirmed start dates in the ATS.
    • 2.Assemble fee, terms, PO and contact details into one pack.
    • 3.Hand it to whoever raises the invoice.

    Nothing goes out without you. The pack before it reaches finance.

    How I run it

    • 1.Detect the confirmed start.
    • 2.Pull fee terms and client billing details.
    • 3.Assemble the pack and check for missing fields.
    • 4.Post it for approval.

    What I need from you

    • —Fee calculation rules.
    • —Who receives the pack.
    • —Required attachments.

    Where I stop and ask

    • —The pack before it goes to finance.
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