4 articles
How offers are created, sent, and accepted — and how an acceptance automatically becomes a placement with an invoice, while counter-offers always go 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.