Storm invoicing (for advanced users)

Notes

• If you consider yourself an advanced user then this current page is for you.
• If you consider yourself an absolute beginner then go to the other handbook at http://drupal.org/node/854056

Install Invoice

Switch on module Storm Invoice. Allows invoices to be created based on organizations and projects. Depends on: Storm, Storm Attribute, Storm Organization, and Storm Project. You get two new content types Invoice and Invoice item. You create an invoice then add items.

Create Invoice

Select organization and a project. Add a reference. You cannot select a task or ticket. When you invoice a progress payment based on a task, you have to type the task name in as the reference. The same happens when you invoice support for a ticket. There is a description field that could default to project but does not.

When you add the invoice, you are not left viewing the invoice with the option of adding items. You have to list invoices then select the one you just added.

Create Invoice item

Invoice item lets you enter Description, Amount, Tax 1 Application, Tax 1 Percentage, Tax 2 Application, Tax 2 Percentage. Again you cannot select tasks, tickets, and you cannot select time tracking items. There is no date so that has to go into description. There is no hours column, another thing that has to go into description.

Configuration

Number of days for invoice payment: 30
Modes for invoice payment:
Cover note subject:
Cover note for invoice:
Payment terms: Due on receipt
Location of tcpdf library: sites/all/libraries/tcpdf