edavis10 / redmine-invoice-plugin

Redmine plugin to create and manage invoices

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file CREDITS.rdoc Thu Dec 18 10:43:44 -0800 2008 Adding CREDITS [edavis10]
file GPL.txt Thu Dec 18 10:39:02 -0800 2008 Added GPLv2 [edavis10]
file README.rdoc Thu Dec 18 11:00:19 -0800 2008 Updated README with install instructions and ba... [edavis10]
file Rakefile Wed Oct 14 13:43:35 -0700 2009 Updated rakefile for jeweler [edavis10]
file VERSION Wed Oct 14 13:43:35 -0700 2009 Added Version file [edavis10]
directory app/ Thu Oct 01 08:54:16 -0700 2009 Fixed submit_to_remote so it will not override ... [edavis10]
directory assets/ Fri May 01 16:35:04 -0700 2009 Moved the printable view and edit menu options ... [edavis10]
directory config/ Fri May 01 16:00:34 -0700 2009 Added i18n support for all strings. [edavis10]
directory db/ Tue Nov 25 16:05:33 -0800 2008 Invoices can now be assigned to a project * Ad... [edavis10]
file init.rb Wed Oct 14 13:43:35 -0700 2009 Added init file for Rails GemPlugin [edavis10]
file invoice_plugin.gemspec Wed Oct 14 13:43:38 -0700 2009 Added generated gemspec [edavis10]
directory lang/ Fri May 01 16:00:34 -0700 2009 Added i18n support for all strings. [edavis10]
directory lib/ Mon Jun 08 21:18:16 -0700 2009 Renamed RedmineCompatibility to InvoiceCompatib... [edavis10]
directory rails/ Wed Oct 14 13:43:35 -0700 2009 Added init file for Rails GemPlugin [edavis10]
README.rdoc

Redmine Invoice plugin

The Redmine Invoice plugin allows a user to create invoices for Customers using Redmine’s time entries.

Features

  • Listing of current, old, and late invoice
  • Create and manage invoices
  • Automatic invoice creation based on time entries on a project
  • Invoice details based on issues
  • Payments to an invoice
  • Printable view of an invoice

Getting the plugin

A copy of the plugin can be downloaded from Little Stream Software or from GitHub

Install

  1. Follow the Redmine plugin installation steps at: www.redmine.org/wiki/redmine/Plugins
  2. Install the Customers plugin to ‘vendor/plugins/customer_plugin’ - projects.littlestreamsoftware.com/projects/show/redmine-customers
  3. Install the Invoice plugin to ‘vendor/plugin/invoice_plugin’
  4. Run the plugin migrations +rake db:migrate_plugins+
  5. Restart your Redmine web servers (e.g. mongrel, thin, mod_rails)
  6. Login to your Redmine install as an Administrator
  7. Setup the permissions for your roles
  8. Configure your site specific settings in the Plugin administration panel
  9. Add the "Invoice module" to the enabled modules for your project
  10. The link to the plugin should appear on that project’s navigation as Invoices

Usage

New Invoices

You can create a new invoice by using the New Invoice link in the menu.

New Invoice for an hourly project

Create a new invoice using the "New Autofilled Invoice" link. This will let you choose a project, date range, activities, and hourly rate and automatically create an invoice. The Project will need to be assigned to a Customer in order for the Customer to be auto populated.

Print an invoice

While viewing an invoice, click the "Printable view". This will remove the Redmine styling and allow the invoice to be printed to a printer or a PDF generated using a PDF printer.

Payments

Click the "New Payment" link on the menu to get a form to enter a payment.

License

This plugin is licensed under the GNU GPL v2. See COPYRIGHT.txt and GPL.txt for details.

Help

If you need help you can contact the maintainer at his email address (See CREDITS) or create an issue in the {Bug Tracker}: