Invoicing

Like Xero, but shittier.

Invoicing is an app for issuing invoices, track expenses and managing clients for all the sole traders of New Zealand. That are registered for GST. And can host a Rails app. And are able to configure Google OAuth.

Installation

Do the usual like installing gems with bundler. Apart from that you need to install wkhtmltopdf for PDF generation.

Mac OS run the following:

brew cask install wkhtmltopdf

Ubuntu:

sudo apt-get install wkhtmltopdf

When using versions 0.12.4 and higher wkhtmltopdf doesn't run in a headless mode anymore. You need to do something like:

sudo apt-get install wkhtmltopdf
sudo apt-get install xvfb
printf '#!/bin/bash\nxvfb-run -a --server-args="-screen 0, 1024x768x24" /usr/bin/wkhtmltopdf -q $*' > /usr/bin/wkhtmltopdf.sh
chmod a+x /usr/bin/wkhtmltopdf.sh
ln -s /usr/bin/wkhtmltopdf.sh /usr/local/bin/wkhtmltopdf
wkhtmltopdf http://www.google.com output.pdf

Google Authorization

Make yourself a project at Google Console. In that project, go to the "APIs & auth" tab, then the "Credentials" tab. Create a new client ID of application type "Web application". Set the Authorized Redirect URI to https://yoursite.com/google-callback. You might want to put in http://localhost:8080/google-callback so you can test locally too.

Configuration

After that you need to create a config/database.yml

default: &default
  adapter: postgresql
  encoding: unicode
  pool: 5

development:
  <<: *default
  database: invoicing_development

test:
  <<: *default
  database: invoicing_test

production:
  <<: *default
  database: invoicing_production

and config/secrets.yml

default: &default
  google_id: [google client id from google console]
  google_secret: [google client secret from google console]
  authenticated_email: [email used for google authentication]
  name: John Doe
  address: '1/1 Auckland Street, Wellington, 6000 | Phone: 123123123'
  gst_number: 123-456-789
  account_name: J DOE
  account_number: 00-1111-2222222-333
  paypal: john.doe@example.com
  gst_start: 2016-04-01
  gst_period_in_months: 6

development:
  <<: *default
  secret_key_base: [your secret key generated by bundle exec rake secret]
  google_redirect_url: http://localhost:8080/google-callback

test:
  <<: *default
  secret_key_base: [your secret key generated by bundle exec rake secret]

production:
  <<: *default
  secret_key_base: [your secret key generated by bundle exec rake secret]
  google_redirect_url: https://example.com/google-callback

Development

The app is using unicorn configured with two workers to enable PDF generation with PDFKit. To start the server run

bundle exec unicorn_rails -c config/unicorn.conf

Screenshots

Dashboard with your current balance, taxes, expenses and everything sole trader might want to know to run a business.

A form to add invoice, making everything smooth and easy. UX expert approved!

A generated PDF invoice, your clients will be left speechless by the beauty of the typography and its kerning.

Things to do

move conversion rate to invoice and expense level
- get it online from exchange API on addition
- this will speed up the dashboard and calculations
- also makes it more correct(tm)
CSV export of invoices and expenses in financial year