A preview is rendered based on the Fastbucks project configuration parameters ‘Issue status filter’ and ‘Invoice Type’. In the JIRA project’s Fastbucks admin panel select ‘Invoice Now’, select an invoice period. If items on the invoice are per-user you can adjust the rate for each user in your invoicing system manually before sending it out – see here.Ĭhoose ‘ Test‘ to test the Fastbucks project configuration by verifying the invoice contact in the remote accounting system.Ĭhoose ‘ Invoice Now’ to preview an invoice for a chosen period and optionally send the invoice instantly.įastbucks provides an invoice preview and an option to send the current invoice immediately.
The per-user basis is useful when you have different hourly rates for different users. This determines if the invoice is itemised on a per-issue basis or on a per-user basis. Select the invoice type – per user or per issue.This must be the name of an existing Xero Contact to which the invoice will be sent to. When the time is up, Fastbucks will analyse the project’s issue worklog, accumulate the time spent and send an itemized (per issue) invoice to Xero The Cron Expression value tells the Fastbucks scheduler when to send an invoice. Either use the cron editor by clicking on the icon next to the Cron Expression input field or enter a cron expression directly. For automated invoicing enter the schedule and first date to start from.Once the configuration is complete use the action screen to preview and send invoices instantly.
#Jira client billing manual#
For manual invoicing via Fastbucks InvoiceNow™ uncheck ‘Use Scheduler’.For example select ‘Resolved’ to invoice only issues that have been resolved. Select the status an issue must be in to be eligible for invoicing.This value will be multiplied with the amount of time spent on issues. Enter the hourly rate for this project.Select Xero or Freshbooks as the project client.In your JIRA project administration summary screen click the cog button in the ‘Accounting’ section.Enter the API URL as provided by your Freshbooks home > My Account > Freshbooks API.Enter the API key as provided by your Freshbooks home > My Account > Freshbooks API.
A list with installed clients loads, click on ‘Edit’ in the Freshbooks row.For your classic Freshbooks account, you’ll be given a unique authentication token. The admin user’s authentication token can be found on the “FreshBooks API” page.Enter the Xero API Url as specified by Xero.Copy and paste the private key contents into the private key field.Enter the ‘Consumer Secret’ as provided by Xero.Enter the ‘Consumer Key’ as provided by Xero.A list with installed clients loads, click on ‘Edit’ in the Xero row.Goto to the JIRA Add-on Management console and select ‘Fastbucks’, click the ‘Configure’ button.
You need this later to configure the Fastbucks-Xero connection. Keep a copy of the ASCII version of the private key used to generate the X.509 certificate.
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