Invoicing

Source code

Bugs/Issues

Project/API documentation

First class objects

  • Invoices
  • Clients
  • Products
  • Users
  • Companies

Second level objects

  • Proforma (optional) - converts to an invoice
  • Recurring product (e.g. hosting) - set recurrance interval (monthly, by-monthly, yearly)
  • Groups of clients - “External web development” (optional) - done.

Invoices

  • Assigned to a client
  • Contain products with prices
  • VAT summary
  • Standard configurable template (in standard markup - e.g. reStructuredText etc.)
  • Invoice date (different from created date)

Users

  • Authenticate with IMAP server (future with LDAP) - done.
  • Email address
  • Assigned to a company

Companies

  • Assigned employees
  • Company logo (on invoice template)
  • Company name
  • Company address
  • Company VAT number (required)

Improve...

  • Widgets for commonly occuring displayed data
  • Off-page accordion menu thing - done
  • Company logo in the header - done
  • IMAP login - done
  • Associated table for invoice lines - (product, price, quantity) - done

Funtionality to add

  • Add invoice form / Edit invoice
  • Add company form / Edit company
  • Add user form / Edit user
  • Add client form / Edit client
  • Add product parent (hierarchy of products) (e.g. “Hosting” -> “Hosting for www.example.com”)
  • Link with invoice generator (PDF export)
  • Paginate all tablulated data
  • All tables sortable