Adding, editing and managing a Client

You can add a basic copy of a Client when adding a new Placement by clicking on the green plus button next to the Client field. 

From there you will be prompted to add a Client Name, Address and Invoice Template. Click save.

You can also add clients or manage the details of existing clients under Manage > Clients.

Clicking into a client will provide an overview of their settings, plus tabs at the bottom containing a list of all placements for that client, and all contacts associated with their placements. 

The settings available on a Client include:

Client Name - The name of the client - this will display throughout Invoxy. 

Client Billing Name - An alternative name for the client, if a different name is required - otherwise, this will simply default to be the same as the Client Name. This can be added to Invoice Templates and Insights Reports.

Address - The client's billing address. Start typing to see a Google dropdown of suggested addresses you can choose from, or you can type the address in full manually if preferred. When added to an Invoice Template

Contact Phone - Specify the contact phone number for the client. 

Billing Email Address - A copy of all invoices generated for this client will be sent to the specified email address, and you can specify multiple email addresses separated by a semi-colon. Learn more about Invoice Recipients here.

Billing Recipient Name - The name of the person receiving invoices for the client, if desired. This will only be used if the Client Billing Recipient Name placeholder is used in Message Templates or Invoice Templates.

Business Tax Number - The client's business tax number. This will only be used if the corresponding Placeholder is added to an Invoice Template.

Invoice Template - The Invoice Template which should be used by default for this client. Other templates can be selected as needed when Creating Invoices.

Onboarding Template - If you have an Onboarding Template that should be automatically applied every time a candidate is placed with this client, you can set the template here. Every time a candidate is placed with this client, they'll be prompted to complete onboarding when they login, even if they've been placed with the client previously. 

Approval Message Template - If you have an alternative Approval Request Message Template that should be used for this client, you can select it here. If left unselected, whichever Approval Request template is set to Active for your company will be used instead. 

Payment Terms - The client's payment terms for any invoices produced in Invoxy. The payment terms set for the client will override the Due Date you set when creating an invoice batch. You can specify on the client whether you want the payments terms to be:

• The Invoice Due Date (the Due Date you set manually when you create the invoice batch)
• X Days after invoice date (e.g. 7 days after the Invoice Date)
• X Day of the current month (e.g. 20th of the current month, based on the Invoice Date)
• X Day of the next month (e.g. 20th of the following month, based on the Invoice Date)