# Create and Customize Invoices in ATZ CRM

> Learn when invoices appear in ATZ CRM, how to start billing for a hired candidate, edit invoice details, and customize invoice branding from admin settings.

Source: https://atzcrm.com/help/client-management/organizations/create-customize-invoices/

Organizations

# Create and Customize Invoices in ATZ CRM

Learn when invoices appear in ATZ CRM, how to start billing for a hired candidate, edit invoice details, and customize invoice branding from admin settings.

Help Articles

Search help articles

No articles found.

Quick Answer

Invoices appear in Placements & Billing after a candidate is moved to Hired and billing is started. Open Placements & Billing, select Start Billing, enter billing amount, tax, joining date, due date, and description, then submit to generate the invoice. Admins can customize invoice title, notes, terms, and logo in Customized Invoice settings.

ATZ CRM helps staffing and recruitment teams generate invoices from placement records. This keeps billing connected to the candidate, job, client, and hiring workflow.

## Quick Answer

Move the candidate to **Hired**, open **Placements & Billing**, click **Start Billing**, enter the billing details, and submit the form to generate the invoice. Admins can adjust invoice branding and static invoice content from **Admin Settings > Customized Invoice**.

## When an Invoice Appears

An invoice appears in **Placements & Billing** after two things happen:

1.  The candidate is moved to the **Hired** stage.
2.  Billing is started for that placement.

If the candidate has not reached the right stage yet, review: [Change job status and candidate stages](https://atzcrm.com/help/job-management/jobs/change-job-status/).

## Step 1: Move the Candidate to Hired

Open the job where the candidate is listed, select the candidate, and move the candidate to the **Hired** stage.

The candidate is then registered in **Placements & Billing**.

## Step 2: Open Placements & Billing

Go to **Placements & Billing** and find the placement by candidate name, job title, or client name.

## Step 3: Start Billing

Click **Start Billing** next to the candidate placement.

Fill in the billing details:

-   Billing amount
-   Deposit
-   Tax
-   Joining date
-   Invoice due date
-   Description, if required

Submit the form to generate the invoice. The description added here appears on the invoice and applies to this billing record.

## View and Edit an Invoice

After the invoice is created, use **View Invoice** to preview it.

Most invoice fields, including billing amount, tax, due date, and billing details, can be edited later.

## Customize Invoice Format

Admins can customize the layout and static invoice content from **Admin Settings > Customized Invoice**.

You can update:

-   Invoice title
-   Terms
-   Notes
-   Company logo

## Use Cases

### Permanent Placement Billing

Generate an invoice when a candidate is successfully hired and the recruitment fee is due.

### Staffing or Contract Billing

Use invoice details alongside contracts, shifts, and timesheets when your team bills based on work completed.

### Branded Client Invoices

Customize invoice branding so invoices include your company logo, preferred title, terms, and notes.

## Troubleshooting

### The Candidate Is Not Showing in Placements & Billing

Confirm the candidate has been moved to the **Hired** stage for the correct job. If the candidate is still in an earlier pipeline stage, billing will not be available.

### The Invoice Details Look Incorrect

Open the invoice or billing record and edit the available fields. Also confirm the candidate, job, client, and amount were selected correctly before sending the invoice externally.

### I Cannot Customize the Invoice Template

Invoice customization is controlled from admin settings. Ask an admin to update invoice title, terms, notes, or logo.

## FAQs

### Can I create an invoice without hiring a candidate first?

No. The invoice workflow is tied to placements, so the candidate must be moved to **Hired** before billing can start.

### Does the billing description appear on the invoice?

Yes. The description entered during billing appears on that invoice and is specific to the billing record.

### Can I change the company logo on invoices?

Yes. Admins can upload or update the company logo in **Admin Settings > Customized Invoice**.

## Related guides

[Manage Contracts, Timesheets, and Invoicing](https://atzcrm.com/help/job-management/jobs/contracts-shifts-timesheets-invoicing/) [Change Job Status](https://atzcrm.com/help/job-management/jobs/change-job-status/) [Add an Organization Manually](https://atzcrm.com/help/client-management/organizations/add-organization-manually/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

On this page