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Plugins Directory » Invoices

Author: Kirill Bezrukov (RedmineUP)
Website: https://www.redmineup.com/pages/plugins/invoices
Code repository: -
Registered on: 2011-12-01 (over 12 years ago)
Current version: 4.2.9
Compatible with: Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x
User ratings:   (29)

Redmine Invoices Plugin: turn Redmine into an online invoicing system.

Create, track and export your invoices. Bill time entries and manage user rates.

Features:
  • Simple invoices management
  • Invoices statuses basic workflow
  • Integrated with Redmine CRM plugin. [CRM Plugin at Redmine.org] [CRM – developer's site]. Required CRM Light or CRM PRO version 3.0+
  • Integrated with Redmine Products plugin. [Products at Redmine.org] [Products – developer's site].
  • Multi-currency support
  • Add taxes and discounts (percentage and flat)
  • Assignable to Redmine users
  • Custom lines units
  • Per line tax value
  • Ajax line editing
  • Translated into 17 languages: Bulgarian, Czech, Danish, German, English, Spanish, French, Hungarian, Japanese, Korean, Polish, Portuguese (Brazil), Russian, Serbian, Swedish, Ukrainian, Chinese, Chinese (Taiwan)

Get this plugin


Invoices, Quotes and Estimates
Start using invoices functionality for your business to ease your clients' payment history monitoring. Once you created invoice, you can generate, download and send pdf-report to your client. This plugin allows you in standard to create estimates or quotations. It works well with “Finance” plugin allowing you to link operations and invoices.


Time entries
With “Invoices” plugin you can bill standard Redmine time entries with your custom rates and group invoices’ entires by activities, users and issues. This is especially convenient if your organization provides time-based services for the clients, e.g. software development companies, design studios, customer support departments and others.


Expenses
Expenses enhance the standard invoices functionality and allow to keep track of the additional non-time based investments made during the project for you and your client. Create draft of expenses and negotiate it with your client or just use it for more transparent accountancy.


Fully customizable invoices and PDF reports
You can set your invoice in one of 19 languages contributed by the community. To start just include your company logo, company information and custom fields to PDF report. Choose one of 4 predefined professional PDF templates, or create your invoicing template. With HTML based custom templates powered by Liquid markup language, it is simple and easy. What is more, each report has a link to a public view, that allows to see it without signing in to a system.


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Automatic translation and adjusting to templates
With Helpdesk Widget your employees & customers can send inquiries or set tickets from any page inside Redmine or external. What is more, you can customize fields you want to be displayed, as well as pre-populate them with a content. It includes the use of address of a page, status, product ID and more.


Different Units to match your need
According to your need, you can add different positions to invoice in different units. Despite standard currencies, you can add mileage (in miles or kilometers), time entries (in minutes, hours, days) quantity of products (in pieces), or any other that you would find suitable for your organization.


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Screenshots


Get this plugin

Installation notes

Extract plugin to /plugins folders

bundle install
bundle exec rake redmine:plugins NAME=redmine_contacts_invoices RAILS_ENV=production

Changelog

4.2.9 (2024-02-14)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x.

  • Redmine 3 support droped
  • Added new styles for badges
  • Added separate tab for payments and comments
  • Fixed User name in invoice generation
  • Fixed payment edit
  • Fixed expanded icons

4.2.8 (2023-11-16)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

  • Added macros for Invoice {{project_id}}, {{project_identifier}}
  • Added Liquid drops for Invoice assignee and author
  • Fixed Redmine 5.1 compatibility
  • Fixed expanded icons
  • Fixed Expense custom field link
  • Fixed rate relation

4.2.7 (2023-01-17)

Compatible with Redmine 5.0.x, 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

  • Updated Hungarian translation (Krisztian Engi, Lilla Basilides)
  • Fixed preview for wikitoolbar
  • Fixed collapse/expend icon for lists
  • Fixed montly_project_id duplicate
  • Fixed checkbox for Invoices list

4.2.6 (2022-04-21)

Compatible with Redmine 5.0.x, 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

  • Invoice payment date
  • Fixed field format names
  • Custom fields visibitity settings
  • Fixed order direction
  • Redmine 5 compatibility

4.2.5 (2021-05-26)

Compatible with Redmine 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

  • Added Redmine 4.2 support

4.2.4 (2020-11-09)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Added invoices and expenses custom fields
  • Compatibility with new Redmine Budgets plugin
  • Taiwanese Mandarin locale update
  • French locale update
  • Chinese locale update
  • Show all visible invoices and expenses in custom field autocompletes
  • Fixed invoice-link error
  • Fixed bug with Expense Custom field

4.2.3 (2020-04-08)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Fixed empty account bug
  • Fixed pdf export bug
  • Fixed added comment notification

4.2.2 (2020-02-21)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Redmine 4.1 support
  • New Reports menu
  • Public view for group of templates
  • Added fields for CVS export
  • Invoice templates setting tab added

4.2.1 (2019-10-23)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Linked operations approvement
  • Fixed operation dependence bug
  • Fixed email attachments bug

4.2.0 (2019-08-01)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Invoices and Finances integration

4.1.8 (2019-04-17)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Redmine 4.0.3 support
  • Fixed order convertation bug

4.1.7 (2019-01-28)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Redmine 4.0 support
  • Added invoice discount values to drop
  • Add filters by payment fields: date, amount, description
  • New macros for Invoice {{month_name}}, {{month_name_short}}, {{id}}, {{year}}, {{month}}, {{day}}, {{daily_id}}, {{monthly_id}}, {{yearly_id}}, {{monthly_project_id}}, {{monthly_project_id}}
  • Fixed bug with invoice status filter
  • Fixed empty dates bug
  • Fixed grouped sorted queries bug
  • Fixed context menu
  • Fixed out of range value for decimal columns
  • select2 fixes
  • Invoices and Expenses permissions fixes

4.1.6 (2017-07-07)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Redmine 3.4 support

4.1.5 (2017-05-30)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Chinese translation update
  • Contact filters were changed for select2
  • Fixed InvoiceLine custom field bug

4.1.4 (2017-02-08)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Liquid drop "remaining_balance" and "balance" fields for invoice
  • Notification compatibility fixes
  • Fixed line breaks in custom templates

4.1.3 (2016-11-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • [NEW] Set Invoice by estimated time
  • [NEW] "Recurring profile" total and due on invoice page
  • [NEW] "Recurring profile" filter on invoices list
  • Link to recurring invoices from profile page
  • "Is recurring" filter on invoices list
  • Filter by Invoice ID
  • Invoice payments REST API
  • Invoice attachments REST API
  • Order number in invoice API
  • "+" button support
  • Chinese translation (Zuofeng Zhang)
  • Fixed bug with recurring invoices creation
  • Fixed bug in PDF preview

4.1.1 (2016-06-20)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Added relation with products
  • Custom fields for invoice lines

4.1.0 (2016-06-01)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Recurring invoices
  • Invoice comment notification
  • Expenses API
  • Fixed pagination styles for Redmine 3.2+
  • Fixed bug with reversed comments

4.0.2 (2015-12-11)

Compatible with Redmine 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • New import for invoices and exprenses
  • German translation update by Alexander Meindl
  • Unicode encoding for pdf
  • Fixed major currencies bug
  • Fixed template preview

4.0.1 (2015-08-25)

Compatible with Redmine 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Fixed bug with creating InvoiceLine with empty units
  • Fixed bug with creating Expense with empty assigned to, project and billable
  • Expenses filters bug fixed
  • Invoice templates controller bug fixed

4.0.0 (2015-06-16)

Compatible with Redmine 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Redmine 3 support
  • inovice.project liquid attribute
  • Added Mark as Sent option for email sending invoices

3.3.0 (2015-03-25)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Print button for public links
  • Multiple custom templates per project
  • Invoice template field
  • PayPal online payments
  • Chinese translation (zhoutt)

3.2.3 (2014-11-14)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Custom fields fixes for Redmine < 2.5
  • Fixed bug with creating invoice from order with empty item price field
  • language field added to Liquid drop

3.2.2 (2014-11-10)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Invoices calendar view
  • Custom field as filter for expenses
  • Import dates fixes
  • Serbian translation (Radenko)

3.2.1 (2014-10-16)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Custom fields styles
  • New styles for copy to all invoice items amount
  • Fixes for seach by custom values
  • Fixed creating expenses from global list
  • Fixes for expense table view links

3.2.0 (2014-10-02)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Invoices and expenses queries
  • Change line description db field type to text
  • Send invoice with attachments fixes
  • XSS for invoice line description fixes
  • Czech tranlsation (Martin Grůber)
  • Disable uniqueness validation for invoice line description
  • Fixed add permission check on invoice list page
  • Select Invoices/Expenses menu items on import
  • Ukrainian translation (Olexa)

3.1.4 (2014-05-03)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • "Download as PDF" button in custom template public view
  • Macro support for invoice mail subject
  • Fixed access issues with public invoices
  • Spanish translation (Luis Blasco)

3.1.3 (2014-04-10)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Prawn gem was downgraded for ruby 1.8.7 support
  • French translation update (Philippe Lafoucrière)
  • Bulgarian translation (Oldzhay Saroolu)

3.1.1 (2014-02-25)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Polish translation update (Szymon Anders)
  • From address for sending invoices
  • Redmine 2.5 support
  • Fixed bug with invoice status translation
  • Fixed bug with spliting time in activity and user grouping invoice lines
  • Invoice contact statistics through all projects

3.1.0 (2014-02-07)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Sending invoice by email
  • Added total sum to expenses table view
  • Added invoice.tax_amount param in custom templates
  • Added Order number field for invoice
  • Swedish translation update (Johan Bergquist)
  • Fixed due date missing in custom templates
  • Fixed currency symbols in prawn PDF reports

3.0.0 (2013-12-08)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Custom templates based on HTML with liquid markup language
  • Public links
  • List view settings
  • PostgreSQL compatibility fixes
  • Brazilian Portuguese translation (Marcelo Fernandes)
  • Taxes, Billable and Currency fields for Expenses
  • Bug fixes and stability improvements

2.3.0 (2013-11-16)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Taxes, Billable and Currency fields for Expenses
  • "Estimate" status for invoice
  • Currency signs
  • Global money setting on the Contacts -> Money tab
  • Units could be hided
  • Dutch translation (Bas Van Eijk)
  • Fixed bug in PDF genetation with emplty contact

2.2.2 (2013-10-22)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • New macro invoice(invoice_number)
  • CRM 3.2.7 support
  • PostgreSQL sorting issues

2.2.0 (2013-07-11)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Invoice payments
  • Statistic for Due and Paid invoices
  • Client balance stat
  • Contacts context menu add invoice
  • Contact invoices tab
  • New "Cancel" invoice status
  • Sortable invoice lines

2.1.1 (2013-04-05)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Select project field
  • Fixed DAILY_ID bug
  • Added YEARLY_ID, MONTHLY_ID macros
  • Hungarian translation (Márk Sági-Kazár)
  • Czech translation (Martin Grůber)
  • Bill time entries to different project

2.1.0 (2013-02-26)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Assignee for expense
  • Attachments for invoices/expenses
  • Comments for invoices
  • Expenses table view
  • Sorting on excerpt list
  • Finance plugin support

2.0.0 (2012-11-13)

Compatible with Redmine 2.2.x, 2.1.x.

  • Feature: Redmine 2.1 support
  • Feature: Ruby 1.9 support
  • Feature: configure which menu entries are shown
  • Feature: Contact card on show invoice page
  • Feature: New currencies for Invoices (NZD and SGD)

Download

1.1.0 (2012-05-03)

Compatible with Redmine 1.4.x, 1.3.x, 1.2.x.

Light version now supports Redmine 1.3 and 1.4

  • Feature: Caching for invoice total amount
  • Feature: Issues paginator with page_size
  • Feature: Invoice subject property
  • Feature: Expenses statistic by dates and statuses
  • Feature: Page number and invoice number in page footer
  • [PRO] Feature: CSV invoices/expenses export
  • [PRO] Feature: Custom Field support for Expenses module
  • Bug: Wrong statistics for boundary dates for last month
  • Bug: ActionView:TemplateError

Download

0.0.2 (2011-12-02)

Compatible with Redmine 1.3.x, 1.2.x.

  • Feature: Last invoice number on invoice create page
  • Feature: New right for own invoices
  • Bug: All invoice deleted after line deletion

Download

0.0.1 (2011-12-01)

Compatible with Redmine 1.2.x.

User ratings

  by Daniel Soboczyński about 1 month ago

Good plugin.

  by Johannes Zlattinger 9 months ago

  by James Dietrich 11 months ago

this simple invoices plugin works well, especially in concert with other RedmineUP products) and provides a great mix of power and value. I highly recommend it.

  by Vladimir Borzov over 1 year ago

By buy this plugin you give money to Russia for war!
Don't do it and save lives!!!

  by Yuriy Klimkin over 1 year ago

Don´t support Russian war economy, don´t support killing children!
This company virtually moved to Armenia to avoid sanctions!!!

  by Viktor Sobchak over 1 year ago

Please don't work with this Russia company! Buying this product you give you money for killing people... :(

  by Jan Richter over 2 years ago

We are very happy with this plugin. It gives us a quick and easy way to send our invoices to our customers. With the flexible template editor, we were able to integrate our own stationery. In the meantime, we don't want to miss this plugin in Redmine any

  by Cyril Bazin over 2 years ago

  by Miguel Nóbrega over 2 years ago

A great plugin that really improves the experience with Redmine.

  by Сергей Волков almost 3 years ago

  by Sergey Sergey about 3 years ago

Super support! Super plugin!

  by Jan Skapa about 3 years ago

  by azer tyker almost 4 years ago

  by Reda Ghareeb over 4 years ago

  by Jessy Abran over 4 years ago

Great plugin and also great support from the team

  by Pascal Poudrier over 4 years ago

Good plugin and I've got good support from them

  by Aleksander Stekman over 4 years ago

  by Dan Rusu about 5 years ago

Really easy and clean.

  by Koronics Norbert over 5 years ago

  by Dimitar (RedmineUP) over 5 years ago

  by none provided about 6 years ago

  by Christoph S. Ackermann about 6 years ago

All the invoices we are writing are done inside Redmine with the awesome Invoices plugin. We created together with our designers a custom PDF template and now we can send out just beautiful invoices in the name of cubetech. Thanks RedmineUP!

  by Marek Kielecki over 7 years ago

  by Stefan Müller over 7 years ago

Simple and useful. Easily integrated with Redmine.

  by Plam Sim over 7 years ago

Good plugin with useful features, well developed. You will also get a professional support by the developers.

  by Greg Lewsza over 7 years ago

  by Dmitry Kabanov about 9 years ago

  by cody liou over 9 years ago

  by Tim Craig almost 10 years ago