The Invoicing plugin is no longer sold nor supported. This documentation exists strictly for legacy users of the plugin.
This how-to is based on a video tutorial which you can find here
How to configure
To use invoicing you have to turn on the invoicing module in the projects settings first.
After clicking on the invoicing tab, you will see this page. All the invoices will be listed here, you can add a new invoice, new periodic invoice etc.
There are few ways to issue an invoice.
1, New invoice button
As you can see above, there is a new invoice button., by clicking on it, you land on this page:
Here are some pre-filled fields, down there you can see you can put invoice items by hand.
2, invoice from selection
When you open the tasks tab on the project, you will be able to select tasks, by clicking in the checkboxes on the left, then right-click on the selected area and you will see this drop-down list:
Click on the New invoice option and you will land again on the invoice, but the invoice items will be pre-selected.
Setting invoice fields
Here you can set default values for your invoices.
You can set your own invoice numbers with the "Invoice number sequence format settings" button
By clicking on the green button this pop up will show up:
You can name it and set the formating. Then set custom fields according to what you want to issue, set what visible columns you want to see there.
Let's move on to default values on the right.
Supplier and client are taken out from contacts.
By clicking on, a drop down list will appear.
Next step is to choose default Rate.
The rate is set in the project money settings.
You can set it by role, activity and by the user.
Hierarchy sets what rate is prior to what, and you can move it via drag and drop.
- Rates by role
this example shows that if a person is set as a consultant on this project he will get 20/unit
- Rates by activity
Different type of activity can also have different rates, according to the difficulty for example.
- Rates by User
The internal rate is what you are paying your users and the external rate is what you are issuing to your client. It can be the same or higher or lower.
Now it is time to fill in the VAT rate in % in will be calculated automatically.
You can choose your currency, invoicing language and email template. This can be set just like the helpdesk email template. And what you want to see in these fields:
Issuing new invoice
Click on the green New invoice button, or choose tasks you want to issue.
Choose a client, the date issued, is filled in automatically, due date, invoice number sequence format, status, method of payment and if needed invoice language.
Author and supplier will be filled in automatically.
If needed add the invoice name, and the other fields will be filled in according to what you put in them in settings.
Then according to what form of issuing you chose, there will be a blank field in the invoicing items, or there will be prefilled items you chose.
And here is what the invoice looks like. You can see the status of the invoice on the up left corner:
With the invoice you can do this: