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+ New Invoice
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⚡ Needs Invoice
Sent
Paid
Overdue
Guarantee Active
Candidate
Client
Position
Start Date
Fee
Status
Due Date
Submitted By
Recruiter A
Recruiter B
Invoice #
Actions
🏆 Leaderboard
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This Quarter
YTD
All Time
Billing Race
This Quarter
Rankings
By total fees billed
Placements
By number of placements
🎯 Let's Achieve Your Goals
Annual Billing Goal
Set your target and we'll show you exactly what you need each month and quarter.
Set Goal
Progress toward annual goal
YTD Billed
Goal Remaining
Needed / Month
Needed / Quarter
Admin — Set Goals for Team
Submit a Placement
Fill in the details — Accounting will handle the invoice.
✅ Placement submitted! Accounting has been notified.
Invoice Follow-Up
Fill in placement details below — fees calculate automatically.
👤 Candidate & Placement
Candidate Name
Client Company
Position / Title
Guarantee Period
Select…
30-Day
60-Day
Start Date
Placing Recruiter
— Select —
Chris Ochoa
Alexa Holz
Other
💰 Fee Calculator
Auto-Calc
Annual Salary ($)
Fee % (default 20)
Annual Salary
$0.00
base
Fee Rate
20%
of salary
Total Fee Due
$0.00
enter salary above
Override Fee (leave blank to use calc)
🏢 Client Contact
Contact Name
Title / Role
Email
Phone
Company Address
City / State / ZIP
📄 Invoice Details
Invoice #
Payment Terms
Net 30
Net 15
Net 45
Due on receipt
Invoice Sent Date
Due Date
🤝 Split Deal
Recruiter A — 50%
— None —
Chris Ochoa
Alexa Holz
Other
Recruiter B — 40%
— None —
Chris Ochoa
Alexa Holz
Other
Recruiter A (50%)
$0.00
Recruiter B (40%)
$0.00
Sky Limit (10%)
$0.00
📝 Notes & Follow-Up
Status
Invoice Pending
Invoice Sent
Awaiting Payment
Payment Received
Paid
Overdue
Guarantee Period Active
Guarantee Triggered
Follow-Up Date
Notes
Cancel
Save Invoice
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