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Invoices

The Invoices view in Financials shows client invoices across contracts and payroll runs.

Open invoices​

  1. Open Financials.
  2. Select Invoices.

Invoice list​

The invoice list can show:

  • Ref No
  • Week Ending
  • Client
  • Candidate
  • Invoice Date
  • Due Date
  • Amount
  • GST
  • GM Profit
  • Xero Invoice

Use this view to review invoice status and amounts across placements.

The standard invoice statuses are Pending, Approved, Rejected and Paid. See Invoice status definitions.

Export CSV​

Some users may see Export CSV.

Use this only when you are allowed to export invoice data from RecSphere. CSV exports may contain client, candidate or financial information.

Xero invoice reference​

The Xero Invoice column shows whether the invoice is linked to Xero where the integration is configured.

If the Xero reference is missing or incorrect, check:

  • client financial setup
  • Xero connection
  • invoice status
  • payroll run status
  • export status
  • Payroll Invoices, Bills and Payslips
  • Status definitions
  • Xero Integration
  • Client Financials