Invoice the placement you already recorded

A permanent placement bills once. The fee is a percentage of first-year remuneration or a flat amount, it is triggered by a start date, and it carries a guarantee period during which some or all of it may have to be returned. What matters is that the fee basis is stored, not just the number, so a fee of twenty percent of eighty thousand can be recalculated when the salary is corrected to eighty-four.

A contract placement bills repeatedly. It has a charge rate, a pay rate, a margin, a timesheet cycle and an end date that may be extended. Invoices are raised from approved timesheets rather than from a start event, and one placement can generate fifty invoices over its life. Extensions attach to the same placement so the contract book stays legible rather than fragmenting into unrelated records.

Every permanent placement carries a guarantee: if the candidate leaves inside a defined window, the client is owed a rebate, a sliding-scale refund or a free replacement. Agencies routinely under-track this. The placement closes, the invoice goes out, the record stops being interesting, and the obligation only resurfaces when a client emails in week eleven.

In Surhires the guarantee window stays live on the placement until it closes. Placements inside a window remain visible on the Placement Pipeline Command Centre, a drop-out inside the window moves the placement to a drop-out state and records the obligation against the client, and the replacement search is linked to the original so the rebate can be tracked to a conclusion rather than forgotten.

An agency placing across borders bills in the client's currency and reports in its own. Each invoice stores its own currency and the rate used at the point of issue, so a report six months later reconstructs what was actually billed rather than reconverting at today's rate and quietly changing history.

Credit notes are their own document, linked to the invoice they correct, with a reason recorded. Amending an issued invoice in place is not supported, because an invoice that can be edited after issue is an invoice that cannot be reconciled. A rebate, a rate correction and a duplicate all produce a credit note that sits next to the original.

Shipping today: the invoice editor and the placement fee panel. You can hold fee structures on a placement, raise an invoice, edit it before issue, and produce the document. That part is in the product now.

In build: the automatic trigger from placement to invoice. Today somebody still initiates the invoice; when the trigger ships, a permanent placement reaching its start date and a contract timesheet reaching approval will raise the draft invoice themselves, ready for review. The distinction matters because the difference between an invoice tool and a billing workflow is exactly whether a human has to remember.

Surhires is not an accounting system and does not attempt to be a ledger. It raises the invoice against the placement, holds the document and the credit notes, and hands the data on. Payment status can be recorded so a recruiter can see whether a placement has been paid without asking finance, but the ledger, the tax treatment and the statutory filing stay with your accounting package.

Connectors to accounting tools carry an explicit state on their own integration pages, and CSV export is always available regardless of which connector you use. Nothing here implies a certified partnership that has not been confirmed.