4 articles
How offers are made, sent and answered, how an acceptance becomes a placement with an invoice, and why a candidate's counter-offer always comes to you.
How to record placements, calculate fees, track invoices, and manage payment collection.
Configure invoice settings, generate PDFs from placements, email them to clients, and sync with Xero.
After a placement, the AI drafts testimonial, referral, and next-hire asks — you edit and send them from your own mailbox. Nothing auto-sends.