JobAdder Contacts

When you make a placement in JobAdder you're able to select two contacts on the placement - the Contact and the Billing Contact.

How will it come through to Karmly? 

The Contact on the placement (Serena Shane in the example above) will be added to the Placement Team in Karmly as an Approver. This means they'll receive any Approval Requests for that placement. 

The Billing Contact on the placement (Bob Brown in the example above) will be added to the Placement Team as a Billing Recipient, so they receive invoices for that placement.

If one person is set as both the Contact and the Billing Contact on the placement then they will be created in Karmly with both the Billing Recipient and Approver checkboxes applied on their placement.

FAQ

Will the Contact's Approver/Billing Recipient settings change after they're created?

It depends on the change. Once a contact is added to the placement team in Karmly, the integration will not untick any settings, or remove any contacts from the placement team. So if you had John Smith setup as the Billing Recipient and change that to someone else, the new Billing Recipient will come through but you'll need to remove John Smith from the placement directly in Karmly, or untick Billing Recipient if he's still the Approver. 

Can a Contact be an Approver/Billing Recipient on one placement and something else on another?  

Yes. The Approver and Billing Recipient settings in Karmly are set for each placement based on the Contact and Billing Contact settings in JobAdder for that placement. 

Which invoices do Billing Recipients receive? 

Billing Recipients receive all invoices relating to the placements they’ve been added to. This will include any consolidated invoices that also include details of other placements, if that client is set up to receive consolidated invoices. Learn more here: Invoice Recipients

What if my client has a single central accounts email as well as, or instead of, Billing Contacts?

As well as sending invoices to any Billing Recipients on the placement, a copy of all invoices will be sent to the Billing Email Address specified on the client record. 

This email address won't come through from JobAdder by default, so can be set on individual clients directly in Karmly as needed. Alternatively, you can have a custom field set up on your Companies in JobAdder and name it 'Invoxy Billing Email Address' and this will automatically flow through to the Billing Email Address in Karmly. 

Do I have to specify a Billing Contact on the placement?

No. If your clients don't have Billing Recipients specific to each placement, or if you'd prefer to manage this yourself in Karmly, then you don't need to select a Billing Contact on the placement - you can simply leave it blank.