Invoice after Approving


Rob Midson -

When it comes to invoicing employers who register for your career fair, you have two options: you can either have Handshake create invoices immediately and automatically upon your approval of an employer’s fair registration (we’ll call this option “automatic” for the rest of this article). Or you can create and send fair invoices individually at a time of your choosing, before or after registration approval. (We’ll call this option “manual”)

Most schools choose to have invoices created automatically to improve the efficiency of their career fair management process (giving employers the maximum amount of time to pay the invoice and reducing the risk of forgetting to invoice a registered employer).  However, some schools chose to manually create invoices because they prefer to invoice employers before approving their registration. The choice is yours.

Note: No invoice will ever be sent to an employer without career services reviewing it and approving it for delivery. The automatic invoicing feature refers only to the invoice being automatically created, not automatically sent.


To tell Handshake whether you want to create invoices automatically or manually, you’ll use the “Invoice After Approving” checkbox located near the bottom of the Career Fair Details page.



Here’s what will happen if you use automatic invoicing, (meaning the “Invoice After Approving” box is checked for your career fair):  

  • Each time a you approve a school’s registration (by moving the employer’s fair registration from “Pending” status to “Approved), a “New Invoice” window will automatically open.
  • When you’ve confirmed that the invoice is accurate, you’ll click the Finish and Send button to deliver it to the employer and any other designated recipients.
  • If you choose not to send the invoice at the time it auto-generates, you’ll always have the option of creating and sending it manually later.


Here’s what will happen if you use manual invoicing, (meaning the “Invoice After Approving” box is not checked for your career fair):  

  • When you approve an employer’s fair registration, an invoice will not automatically be created.
  • At a time of your choosing (for example 30 days before the fair), you need to manually create and send an invoice to each registered employer.


To learn how to set up a new fair (including setting your invoicing preference) read How do I create a Career Fair?  

To learn how to send invoices read
How to send a Career Fair invoice? What will the invoice look like to employers? 

To find an existing fair’s invoicing setting (and/or to change the invoicing preference) follow these steps:

 

  1. Click Fairs on the left hand navigation bar.
  2. From the list of fair’s your school has created, click From your Career Fair’s Overview page, click the fair you’d like to review or edit.
  3. Click the Edit tab in the upper right-hand corner.
  4. Scroll down the edit page until you find the Invoice after Approving form field heading.
  1. If the box is checked, invoices will automatically generate upon registration approval. If the box is unchecked all invoices for the fair must be created manually.  
  2. If you change the fair’s invoicing setting (by checking or unchecking the box), be sure to click the Update Settings button at the bottom of the page to save your change.
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