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 users to create invoices based on the time they have logged. Invoicing module will also update the status of the time records automatically when ever the client make a payment for the work that has been 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.

Now that you have installed it, 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, and to enable users to access, set can_manage_invoices permission to Yes:

2. Configuration

When it comes to Invoicing module, you can set everything up. All adjustments can be made in the Invoicing section of the Administration page:

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 as 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 been issued. Numbers are generated based on the pattern your provide, and it can be 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 the 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 currencies you can use is not limited and you can define as many as you want.