Invoicing

The invoicing module allows you to prepare and issue invoices, as well as track payments in activeCollab. It is also designed to integrate well with activeCollab's time tracking and enables users to create invoices based on the time entries they have logged. The invoicing module will also update the status of the appropriate time record automatically whenever a client makes a payment for completed work.

1. Installing the Module

The Invoicing module is not installed by default. To install it, go to Administration > Modules where you can see it in the list of Available Modules:

Click on the Install button and follow the on-screen instructions.

Now that you have installed the Invoicing Module, make sure to give access to the Invoice module only to the people you wish. This module restricts invoice management for all roles by default. Only people who have can_manage_invoices permission set to 'yes' will be able to use this module.

2. Configuration

All adjustments to the Invoicing Module can be made within the Invoicing section, which can be found in the Admin pannel after installation of the module is completed.

The following options are available:

  1. Company Identity lets you add information about your company that will be added to each invoice, such as company name, address, logo, etc.
  2. PDF Settings are used to configure the PDF generator. You can set up the page format and orientation as well as the colors that will be used.
  3. Number Generator is a simple tool that automatically generates invoice numbers as they are issued. Numbers are generated based on whatever pattern you choose.
  4. Item Templates are commonly used invoice items, such as specific services or products that you regularly sell. activeCollab supports an unlimited number of item templates.
  5. Note Templates let you define frequently used invoice notes. These notes may be payment instructions, tax information and more. There is no limit on the number of note templates that you can define.
  6. Tax Rates page is used to configure all tax rates the system will be working with. There is no limit on the number of tax rates that can be defined.
  7. Currencies page is used to define all currencies that the invoicing module should support. The number of currencies you can use is not limited, so you can define as many as you wish.