Automatic invoice plugin

0

Denis Topa
Added 6 months ago

Currently we have the invoice plugin but it is useless.

  1. We're invoicing based on spent time and activity, but the problem is that when select all issues with spent time you can only select from the current page, then right click and Invoice, which do not include all the issues spent time for the mentioned period, you have to manually insert in the invoice rows the total project spent time.
  2. Expenses in the invoice, currently there is no automatic way to include project expenses in their invoice as an invoice line.
  3. Automatic generated invoices for the predefined period, for example: generate an invoice in the last working day of the month, this should be configurable for each project, also the sending date. The invoice should be generated based on the total spent time on the project, grouped by Activity as a line in the invoice. The item price should be configurable for each project and the automatic invoicing should use it when generating an invoice.
  4. Invoice template, customizing it is a pain, somehow to optimize that by uploading a xls template or smth similar.
Florian Gstir 6 months

Hi Denis,
true - it needs improvements. See also : https://www.redmineup.com/projects/qa/questions/317-improvement-and-automation-of-invoices-user-rates

ad 1) this is a serious issues also for us
ad 2) we do not use the expenses, currently we add them manually
ad 3) some kind of automatic Job would be great - we need it grouped per user and month

Hannibal Skorepa 3 months

Yeah, this feature would help a lot!