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Cash Invoicing in Desk · placements and timesheets · included from Pro The placement is signed.
The invoice is ready.

Cash is Desk's invoicing: when a candidate is hired or a timesheet is approved, it drafts the invoice from what Desk already knows: fees, client details, your bank details. You review, you approve. Reminders follow your schedule. Cash is included from the Pro plan.

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  • 0 re-keying between placement and invoice
  • 1 click to approve and send
  • CSV accounting export
  • Synced with Pennylane
Desk · Invoicing ·Orée ConseilStep 6 of 6

In Desk 2 events

  1. Placement confirmedMarie Laurent · management controller · Helio Énergie
  2. Timesheet approvedPaul Berger · September · 21 days · Ferrovia Systèmes

Demo, fictional companies and amounts.

The invoice drafted by Cash

Invoice F-2026-0142Sequential numbering · issued by Orée ConseilIssued
Client
Helio ÉnergieAccounts department · company and VAT numbers filled in
CRM
Fees
Placement of Marie LaurentManagement controller · €18,000.00 excl. VAT
Placement
VAT
20%€3,600.00
Calculated
Payment
Bank transfer · FR76 •••• •••• 0142Your firm's payment terms
Prefilled
Total incl. VAT€21,600.00
Nothing was typed by hand.Approve and send

Tracking Last 30 days

  • F-2026-0143Ferrovia Systèmes · September timesheet21 d × day rateDraft · prepared from the timesheet
  • F-2026-0142Helio Énergie · placement€21,600Issued today
  • F-2026-0119Ferrovia Systèmes · placement€12,600
  • F-2026-0128Nordis Ingénierie · placement€9,000Overdue · reminder 1 sent, on your schedule
  • F-2026-0131Atelier Verne · placement€15,600
Collected€28,200
Outstanding€30,600

Two invoices ready, one reminder sent. Nobody opened a spreadsheet.

The placement and the timesheet were already in Desk. Cash simply picked them up.

What Cash does

From confirmed placement to cash in the bank. Without going through another tool.

Invoice drafted

Cash knows the placement. It doesn't ask twice.

As soon as a placement is confirmed in Desk, the matching invoice is drafted: fees taken from the placement, billing details from the CRM, bank details prefilled. For a consultant on assignment, the approved timesheet triggers it.

  • A draft, never sent until you approve it
  • Placement or approved timesheet: both trigger the invoice
  1. The days, from the signed timesheet
  2. The day rate, from the assignment
  3. The client, from its record
  4. A draft: nothing goes out without you
An approved timesheet becomes a draft invoice.Illustration, fictional profiles

Fees and instalments

A deposit, a balance, a credit note. One placement.

Fees are entered on each placement. If needed, an instalment plan splits the billing, with a deposit and a balance on start date. Credit notes and corrective invoices stay attached to the placement.

  • Invoices in several instalments
  • Credit notes and corrective invoices
DepositF-2026-0087 · paid€5,400
Balance on start dateF-2026-0109 · ready as a draft€12,600
Credit note, if neededAttached to the same placement—
A placement billed in two instalments.Illustration, fictional amounts

Payments and reminders

A late invoice shouldn't depend on your memory.

Cash tracks the status of every invoice: issued, pending, overdue, paid. Reminders for overdue invoices go out on a schedule you set. No more watching every due date.

  • Every invoice's status, at a glance
  • Automatic reminders, at your pace
RemindersTrack overdue invoices and chase your clients
Your scheduleD + 7D + 15D + 30after the due date · default values, editable
InvoiceReminderDateChannel
F-2026-0128Nordis Ingénierie · €9,000Reminder 2Planned for Oct 6Email
F-2026-0128Nordis Ingénierie · €9,000Reminder 3Planned for Oct 21Email
F-2026-0142Helio Énergie · €21,600Reminder 1Planned for Nov 6Email
  1. The schedule: D + 7, D + 15, D + 30 by default, yours to change
  2. Reminders are scheduled as soon as the invoice is issued
  3. They go out by email on the planned date. A paid invoice is no longer chased.
The Reminders screen in Cash.Illustration, fictional amounts

Financial view

Revenue reads in Marvin. Not after an export.

Revenue by consultant, by client, by period. Pending invoices, amounts collected, balance outstanding. The view stays current without a trip through Excel.

  • By consultant, by client, by period
  • Collected, pending, outstanding
Collected€48,600
Pending€12,600
Outstanding€9,000

Revenue by consultant · quarter

Camille R.€32,400

Antoine L.€23,400

Anaïs B.€14,400

A firm's financial view.Illustration, fictional amounts

A compliant invoice, without checking every mention.

Cash issues invoices that meet French legal requirements.

  1. Sequential number
  2. Issue date
  3. Full contact details
  4. Company number (SIRET)
  5. EU VAT number
  6. Payment terms
An issued invoice, mentions marked.Illustration, fictional company
The accounting export, opened in a spreadsheet.Excerpt, fictional amounts

Your accountant gets what they can read.

Month-end close no longer starts with re-keying.

  • CSV accounting export that accounting software can import
  • Sync with Pennylane
  • Another tool? We check compatibility during the demo

What Cash removes

What Desk already knows doesn't need retyping.

Without Cash
With Cash
Client details hunted down in the CRM
Taken from the client recordAddress, company and VAT numbers
Fees recalculated by hand
Taken from the placementWith its instalment plan, if there is one
The invoice built in a separate tool
A draft ready in MarvinYou review, you approve
Due dates tracked from memory
Reminders on your scheduleFor overdue invoices
An Excel export to follow revenue
An up-to-date financial viewBy consultant, client and period

400+ recruitment firms, IT consultancies and staffing agencies, including:

2018One mission ever since: recruitment
12people in Paris, and you can reach them directly
1 monthto bring over your history, with no downtime
99.5%target availability, data hosted in France

Where the invoice starts

Cash doesn't start from scratch. It starts from the placement and the timesheet.

Cash is a Desk feature: it reads the placement, the client and the assignment in the same database.

  • Desk

    The confirmed placement and the client record: the raw material of every invoice.

    The platform
  • People

    Your consultants fill in their timesheets, you invoice without chasing.

    Included from Pro
  • Board

    The client follows progress and approves without creating an account.

    Included in Suite
  • Accounting

    CSV export for your accounting software, sync with Pennylane.

    Integration

What people ask us about Cash.

How does Cash know the fee amount?

Fees are entered on the placement, in Desk: an amount and, if needed, an instalment plan. When the placement is confirmed, Cash takes those amounts and the client's billing details to draft the invoice. Nothing to re-key.

Are Cash invoices compliant with French legal requirements?

Yes. They carry the mandatory mentions: sequential number, issue date, full contact details, company number (SIRET), EU VAT number and payment terms.

Can Cash invoice a placement in several instalments?

Yes. Cash handles instalment invoices, with a deposit and a balance on start date, as well as credit notes and corrective invoices. If your fee structure is unusual, let's talk about it during the demo.

Does Cash work with my accounting software?

Cash exports your billing data as CSV, which accounting software can import, and syncs with Pennylane. For any other tool, we check compatibility during the demo.

Is Cash included in a Marvin plan?

Cash is included in the Pro and Suite plans: from €129 per user per month excl. VAT billed annually on Pro, €189 on Suite.

The invoice is ready
the day of the placement.30 minutes to show you Cash on your real billing model. No commitment.

Book a demo

Updated