An Employer can create a scheduled contractor invoice while adding the new contractor or after the contractor has been fully onboarded.
When onboarding a contractor
As you're adding a new contractor to your company account, you can choose to set up a scheduled invoice for them.
- During the Add a new contractor flow, when you get to the
Invoicing preferences
tab, chooseSchedule automatic invoicing
. - You will be taken to the page where you can fill out the details of this contractor's scheduled invoice.
- Once complete, click on
Continue
to finish the Add contractor flow.
When the contractor has finished the onboarding
For contractors who have already been onboarded, you can still schedule an invoice for them from the Pay contractors tab.
- From the
Pay contractors
tab, click onSchedule invoicing
. - Choose the contractor and fill out the details of their scheduled invoice, then click on
Create
. - When you schedule an invoice for a contractor, they receive an email and an in-app notification to let them know. If they do not have a withdrawal method, they'll have to set one up so they can receive payment for their scheduled invoice.
See also:
How to add a bank account as a contractor
How to assign a withdrawal method to a scheduled invoice - From the
Pay contractors
tab, you also have an overview of all the scheduled invoices.
It's advisable to set up automatic payments for this contractor's scheduled invoice, so you don't have to return to the platform to make payment for the invoice when it's due.
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