Fees, splits, aftercare & billing

Fee details and splits

On the placement page, record the full fee and how it's divided with the fee splits editor — split by percentage between consultants who shared the deal, or between resourcer and account manager, per your commission model. Splits must total 100%; if no splits are entered, the full fee is attributed to the placing consultant. Splits feed consultant-level performance reporting.

Invoice and payment status

Each placement carries an invoice status (Not invoiced, Drafted, Sent, Paid, Void or Written off) and a separate payment status (Unpaid, Partial, Paid, Overdue or Written off), available throughout the placement lifecycle — shown as badges on the placement and in list views, so consultants can see billing state without accounting access.

Aftercare, guarantee and extensions

• Aftercare — planned post-placement check-ins with candidate and client.
• Guarantee — the rebate/replacement window you've agreed with the client.
• Extensions & rate revisions — for contract placements, end dates, renewal terms and rate changes over time.

Automatic reminder tasks

Date changes create reminder tasks automatically. Set or change an aftercare date, guarantee end or extension review date and Kepler creates or updates a linked task for the placement's recruiter at the right time — guarantee and extension reminders arrive as high priority — so a fall-off inside guarantee or a contract end never arrives unannounced. If no recruiter is set, the task is assigned to the person making the change. Invoice date and payment date changes also create follow-up tasks. The tasks appear in Tasks like any other, linked back to the placement.

Reporting on the money

• The Placement Finance dashboard in Reports tracks fee income, rebates, and invoice/payment status.
• Custom reports can break fees down by consultant, client, period or placement type — see Reports & analytics.