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- Recruitment Search PSA
- Process
- Placement fee collection
Placement fee collection
Track invoiced placement fees to receipt or a visible exception.
Step by step
-
Schedule fee Finance Manager
Link the payment to the milestone and record fee and due date. Finance Manager owns this handoff.
- Link the payment to the milestone and record fee and due date
- Updates Placement fee payments
-
Follow invoice Finance Manager
Use Invoiced, Overdue or Disputed to manage the open fee. Finance Manager owns this handoff.
- Use Invoiced, Overdue or Disputed to manage the open fee
- Updates Placement fee payments
-
Record receipt Finance Manager
Mark Received and inspect the Payment Record receipt. Finance Manager owns this handoff.
- Mark Received and inspect the Payment Record receipt
- Updates Placement fee payments, Operation receipts
Who does what
Roles and permissionsSet up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.