Invoice with ease directly from the placement record

  • Invoice written in blue letters

You can now send emails to your invoice contact from a placement record and the wizard will also record a reportable note and allow you to create a followup should you need to.

You can also attach a generated PDF invoice to the email if you need to – for more information on how to create your invoice templates or to talk to Chameleon-i about our paid for creation service, please call 01483 600370.

On the Placement record, Placement Details tab – there is a field called Contact Email

Step 1
The user opens a Placement record

Step 2

The user enters the Invoice Contact name and the Contact Email and saves the change, the record then refreshes and the email icon appears next to the Contact Email

Step 3
The user can then click the email icon to trigger the single email wizard

Step 4
When the green finish button is pressed, Chameleon-i then creates a note with the Invoice Email type (which we need to create)

The Invoice Email type should default to this:

Activity Type:     Invoice Email
Body:                   Invoice Email
Subject: Invoice Email Sent








2018-07-31T15:08:10+00:0021/11/2017|Categories: Our Software|Tags: , , , , |

Looking for Recruitment Software?

Chameleon-i online recruitment software delivers a fast, secure, reliable and portable database for recruitment agencies placing permanent, contract and temporary candidates. Our database software combines best recruiting practices along with constant product innovation and advanced functionality for an affordable monthly fee.

Temps Recruitment Software?

Packed with features and designed for recruiters who have to manage temporary bookings, the Chameleon-i Temps Module is the ideal tool to navigate the fast-paced environment that comes with managing shifts and bookings. The module is infinitely scalable and is able to meet the needs of recruitment agencies of all sizes, offering lifetime use and value.

Contracts Recruitment Software?

Chameleon-i’s Contractor Timesheet and Invoice module is an efficient method of producing sales and purchase invoices from timesheet data. Designed to take the place of existing paper-based timesheet systems, timesheets are presented for completion by contractors and approved online by authorised persons.