Invoicing

Invoicing module adds support to prepare and issue invoices and track payments to activeCollab. It integrates well with time tracking functionality of the system and enables to users to create invoices based on time time logged and have status of each time record automatically updated when client pays for the work done.

1. Installing the Module

Invoicing module is not installed by default. To install it, go to Administration > Modules page and find in the list of Available Modules:

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

When installed, make sure to give proper permissions to proper roles on Administration > Roles page. Invoicing module restricts invoice management for all roles by default:

2. Configuration

Invoicing module has a lot of settings and all of the are available in Invoicing section of Administration page when module is installed:

All settings are grouped into following pages:

  1. Company Identity lets you set up information about your company that will be added to each invoice, such is company name, address, logo etc.
  2. PDF Settings are used to configure PDF generator. You can set up page format and orientation, as well as colors that will be used.
  3. Number Generator is a simple tool that automatically generates invoice number when invoice is being issued. Numbers are generated based on pattern your provide, and it is configured on this page.
  4. Item Templates are commonly used invoice items. They can be specific services or products that you frequently sell. System supports 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 number of note templates that you can define.
  6. Tax Rates page is used to configure all tax rates system will be working with. There is no limit on number of tax rates that can be defined.
  7. Currencies page is used to define all currencies invoicing module will support. Number of currently you can use is not limited and you can define as many as you want.