Getting started with Invoxy in 5 easy steps

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. 

Learn more about placements here.

OR 

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. 

You can find more info on connecting with JobAdder here, or with Bullhorn here.

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.

Payroll Integrations

Learn more about our payroll integrations here:

• PayHero Payroll (NZ)
• KeyPay (AU)
• Xero Payroll (AU)

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. 

To find more information on setting up an invoice template click here or on message templates click here.

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. 

They'll be able to accept their invite as shown here, then begin recording their time on a computer or laptop, or using our mobile web app.  

What are you waiting for? Start placing!