Invoicing

OpenPSA can automate large portions of the invoicing process. Invoices can be created manually or automatically based on the specific agreement and customer data. The component's features include:

  • automatic invoice generation which can be customized per contract
  • scheduled invoicing by actual units or fixed price
  • status tracking (unsent, overdue, paid etc.)
  • per-customer default settings (due date, default VAT, billing address)
  • PDF generation with custom template (layout needs to be implemented per installation as a PHP code)
  • Send invoices by mail directly from OpenPSA
  • overviews per customer and agreement as well as custom reports

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