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Add Invoicing

Miguel Jacq 2025-12-12 18:41:51 -06:00
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Invoicing can be enabled via the Settings. It depends on the 'Time Log' feature.
It's recommended to also save your own business details in the Settings dialog after enabling Invoicing. This lets you define your payment instructions as well as company logo etc.
When you have Invoicing enabled, you have the ability to generate invoices from Time Log Reports.
Click on the 'chart' icon in the Time Log sidebar widget to open the Time Log, and from there, click 'Manage Invoices'.
### How to generate an invoice
Run a report via the Time Log and then click 'Create Invoice'.
You can only create invoices for specific projects (not 'all' projects).
You will be given the option to define company details for the client that you are working on this Project for. This includes applicable hourly rate, currency and tax details.
Once you have defined these details, they are saved in the database and will be pre-filled next time you generate a new invoice for that project (however, you can still update/edit those details next time if needed).
### Invoice options
You can choose between 'Detailed invoice' (which has a specific breakdown of every time log entry from your report) or 'Simple' invoice mode (which has a single line item with a summary of your choosing).
When using the "Detailed' mode, you can also deselect specific line items if you don't wish to include them on the invoice.
### Saving the invoice
One you have finished preparing your invoice, saving it will open the invoice as a PDF. You can then save/send that by any means that make sense to you (not via Bouquin directly, though, at this time).
### Marking an invoice as paid
Open the 'Manage Invoices' dialog (via the chart icon -> Manage Invoices, or via the Time Log -> 'Reporting and Invoices' button).
You can select a specific project and be shown a table of invoices against that project.
There is a column 'Paid on'. Click on that cell and record a date in the format YYYY-MM-DD.
You can also enter notes under 'Payment details', e.g the amount received in your local currency, or any other detail you want.
### Integration with other features
#### Documents
If you have the Documents feature enabled, the invoice will also be automatically saved to your Documents, against that specific project.
#### Reminders
If you have the Reminders feature enabled, a reminder will automatically be set for the due date of the invoice.
Marking an invoice as Paid will automatically clear that reminder so you don't get an alarm on the day if the invoice has already been paid.