After registering for an Invoxy account you'll be logged inand ready to get started with Invoxy right away. All information you enter during your 14-day Free Trial period will be retained when you sign up.
Here are some basic steps to get you placing in Invoxy in no time:
Step 1: Make a Placement (or Integrate with your CRM)
New placements can be added by clicking the button under Placements > Dashboard, or by selecting Add Placement under Placements > Manage Placements. You can add new clients and team members directly from the New Placement screen - you don't need to set them up first.
Integrate with your existing recruitment software (Bullhorn or JobAdder)
To load your placement information from your CRM go to Manage > Integrations. Click on your system and click connect.
From there you may be required to enter your login details, then your placement information will appear in Invoxy like magic.
Step 2. Integrate with Xero and your Payroll software (PayHero, Xero Payroll AU or KeyPay)
In order to send your accounts payable Invoices to Xero you need to connect Invoxy to your account.
Go to Manage > Integrations, click on Xero, and from there you can click connect and enter your login details. Invoxy will now send Invoices to Xero when you send them from Invoxy.
To set up your payroll system go to the same Integrations page and click your provider. Enter your login details, and once connected any new pay runs will be sent through for finalising.
Learn more about our payroll integrations here:
3. Set up your Company settings
To set up your company's default settings go to Manage > Settings to change your invoice details, default pay/bill cycles and week start. Learn more about Setting up your Company Settings here.
4. Templates (Messages and Invoices)
Go to Manage > Templates to add, change and amend default invoice and message templates.
5. Invite your users to record their time
Resource can record their time in Invoxy for invoicing and time approvals.
To get resources to record their time in Invoxy, you can invite users under Manage > People. Simply go into a person's details and at the top right blue button click invite.
What are you waiting for? Start placing!