Using the invoice module is very simple, you just have to setup a couple of fields and then you can start using it.
Before starting to create invoices, remember to fill every field required on component params; we'll need them later
Onyou can find the entire list of invoices that you have created.
It's the number of the invoice. Please note that Draft invoices have no number. When you save a new invoice and its state is Issued, Tracktime will automatically assign the last number used + 1.
Invoice emission date.
Invoice due date.
Invoice state. It could be Draft, Issued or Paid.
It's an internal title to the invoice, just to remember what did you billed.
Linked customer with the invoice.
If the invoice is linked to a project, you can use this field. However, it's just to remind you if the invoice is linked to a project, since each calculation is inside the invoice.
Amount to be paid
Here you can find some useful link:
Invoice preview Since you can have more than one template, you can preview an invoice with different layouts.
Download invoice Clicking this icon will download the invoice in PDF
Download invoice (selecting template) You'll be able to download a PDF copy of the invoice after selecting the template
Send email You can directly send the invoice to the customer. A modal window will show up and you can choose the mail template, the invoice template and the email subject.
Here you can edit or create a new invoice. When you create a new invoice, the Footer notes field will contain the data you set in component params.
If you create a invoice with state Issued, or you chage its state to that value, Traktime will automatically assign it a new invoice number. It will get the last one plus one; you can configure the last used number inside components options. However, you can manually assign a number, too.
The most important thing is the area below: here you can add rows to your invoice.
You can add a row in three ways: manually, fetching row from activities or fetching rows from hour stacks.
Every time you save an invoice, TrackTime will call invoice plugins. If you want to exclude a row from being processed by plugins, simply uncheck the field Run plugins.
This is the simplest scenario: just click on the button and fill the info. Every time you change a value, Tracktime will recalculate the row total and the invoice total.
If you want to create an invoice using the activity log, click on thebutton. A modal window will show up, where you can choose which activity you want to add.
Please note that Tracktime will hide activities that have been billed or that are linked to a billed hour stack.
For example, you have 10 records linked to the hour stack named July maintenance; when you create an invoice including that hour stack (we'll see later how to do that), those 10 records won't show up, even if you didn't directly billed them.
If you want, you can group activities in order to create less records: just check the field.
In this way, if you have 7 logs, 4 with an hour charge of 40$ and 3 with an hour charge of 55$, Tracktime will create only two records.