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.
Zero Data Entry Invoicing.
In most agencies, when a recruiter makes a placement, they have to email an administrator who then manually copies the placement details into Xero or QuickBooks to generate an invoice. This double data entry causes delays, typos, and lost revenue.
The recruitMaxx Invoice Management System is built natively on Salesforce. The exact second a recruiter changes a candidate's status to "Placed", the system reads the negotiated fee percentage, calculates the total, and automatically generates a branded PDF invoice.
The invoice is immediately emailed to the client's Accounts Payable contact with a secure payment link. We automate the entire billing cycle so your team can focus on making placements, not doing admin.
Seamless Contractor Payroll.
Managing contractor timesheets is notoriously painful. Chasing contractors to submit hours, chasing clients to approve them, and then manually calculating multi-rate invoices is a massive drain on operational efficiency.
Our Timesheet Integration Module allows contractors to log their hours directly via their self-service Career Portal. Clients receive an automated, one-click approval link via email.
Once approved, the system instantly cross-references the contractor's specific pay and charge rates to generate precise invoices. It handles complex rules seamlessly, including overtime multipliers, weekend rates, and multi-currency conversions for international placements.
Invoice Management FAQs
Common questions about automating your billing workflows.
See Invoice Management in Action
Book a demo and discover how automated invoicing accelerates your cash flow.