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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