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Invoice Management

From Placement to Payment. Automated.

Stop chasing spreadsheets. recruitMaxx generates invoices from placement data, tracks payments, and forecasts revenue — all inside Salesforce.

Capabilities

Revenue Operations, Simplified

Close the loop between placements and payments with automated invoicing that eliminates manual data entry and reduces payment delays.

Auto-Generate Invoices

Invoices are automatically created from placement data — rates, dates, and terms pulled directly from the record.

Timesheet Integration

Collect and approve contractor timesheets, then auto-generate invoices for the billing period.

Payment Tracking

Track invoice status from sent to paid. Automated reminders for overdue payments.

Revenue Forecasting

Project future revenue from confirmed placements, pipeline deals, and contract renewals.

Multi-Currency Support

Handle international placements with automatic currency conversion and localised invoicing.

Financial Reporting

Margin analysis, consultant profitability, and client revenue reports — all from placement data.

See Invoice Management in Action

Book a demo and discover how automated invoicing accelerates your cash flow.