Manage invoices
- Hachim Khaldi
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Viewing Invoices
To view invoices, click on Invoices in the main menu. You can use the date filter to view invoices in a certain date range.
You can find a list of invoices by client or by account or by status.
Creating - Editing Invoices
To create an invoice, use the new invoice button on top of the list of invoices.
To edit an invoice, find the action column in the invoice list and click on edit icon.
Invoice editor has the following sections:
Invoice info
Taxes and Discounts
Sender info
Client info
Services
Totals
Notes for client
Deleting Invoices
To delete an, find the action column in the invoice list and click on delete icon.
Invoice Elements
All elements are grouped into these sections :
Invoice info
Taxes and Discounts
Sender info
Client info
Services
Totals
Notes for client
Let's explore each one separately.
Invoice info
Standard fields for any invoice :
Field | Description |
|---|---|
Invoice reference | The reference helps identifying an invoice. Here, you can list the name of a service or an invoiced project. For recurring invoices, you can consider putting month and year in a reference. |
Invoice Dates | Dates range that will be used for importing logged time from Jira. |
Issue Date | The date when the invoice was issued. |
Due Date | The date when the invoice should be paid. |
An freshly created invoice has a default status of “Unpaid” that can be changed from the list of invoices.
Taxes and Discounts
Field | Description |
|---|---|
Taxes | The name and percentage of taxes applied to the invoice. |
Discount | Percentage of the discount applied to the invoice. |
More detailed information regarding taxes can be found here.
Sender Info
Field | Description |
|---|---|
Sender Name | The official name of the business sending the invoice. |
Sender Email | The official email address associated with the business. |
Sender Phone Number | The official contact number for the business. |
Customer Info
Field | Description |
|---|---|
Customer Name | The name of the entity to whom you are sending the invoice. |
Company | The name of the client's company or organization. |
Phone Number | The contact phone number for the client. |
Email Address | The Email address for the client. |
Address | The client address is broken down into : Street address , city , zip code , country. |
Services
Field | Description |
|---|---|
Issue Name | The issue name describes what is invoiced in the current Jira issue. |
Time logged | The time logged in the Jira issue. |
Hourly Rate | The hourly rate is defined in the contract selected in the Jira issue. |
Currency | The currency is defined in the contract selected in the Jira issue. |
Total per service | The total issued per Jira issue. |
Totals
Field | Description |
|---|---|
Subtotal | Automatically calculated issued total |
Discount | Automatically calculated discount total |
Tax | Automatically calculated tax total |
Notes for client
Feel free to include any comments or clarifications here to enhance transparency and clarity for the client.
Invoice status
Status | Description |
|---|---|
Draft | This is a draft invoice that is not taken into account in reports and timeline |
Notified | The invoice is sent to the client. We are waiting to be paid. |
Paid | We received the paiment for this invoice |
Unpaid | The invoice is flagged as Unpaid |
Invoice Currency
The currency is determined by the contract.
When you define a contract within a Jira issue, the invoice will automatically adopt the currency defined in the corresponding contract.
Exporting Invoices to CSV/Excel
You can export a single invoice or multiple invoices by selecting them in the invoice list and clicking on the export button in the top right to open the export menu.
You can also export client and contract data using the same straightforward approach. Whether you need to export invoices, clients, or contracts, the process remains consistent, allowing you to export your data seamlessly in both CSV and JSON formats for your convenience.
The exported CSV files are designed for seamless compatibility with various spreadsheet applications. We also support JSON format, offering an alternative for those who prefer working with structured data in JSON-compatible applications.
Exporting Invoices to PDF
To export an invoice in PDF format simply find the invoice in the invoice list and click on the PDF icon to generate and download your document. Finding your invoices is made easier with the help of our filters.
If you prefer a hard copy, you can easily print the invoice directly from your browser's menu, making it convenient to have a physical copy when needed.