Freelance Invoice

is a simple command line tool to generate invoices for freelance work. It uses a simple template system based on jinja2 to generate the invoice in HTML and then converts it to a PDF using xhtml2pdf.

inatallation

Use python venv:

python -m venv venv
source venv/bin/activate

Install the requirements:

pip install -r requirements.txt

usage

There are two yaml files describing your invoice:

• invoice.yaml contains the invoice data
• envelope.yaml contains the address data of the sender and the recipient

The invoice data is read from the invoice.yaml file and the address data is read from the envelope.yaml file. The invoice data is then used to fill in the invoice template and the address data is used to fill in the address fields of the invoice.

Some data are globaly available from the envelope template. Some of them can be overriden by the invoice template.

invoice.yaml - The Name of the invoice file is used as the invoice number but you are free to override it in the invoice.yaml file.

Id: RG004712 # overrides the file name as invlice Number
CustomerId: KD01234 # The customer id is used to identify the customer and is beeing looked up in the envelope.yaml file.
InvoiceDate: 2023-12-23 # The date of the invoice. If not set the current date is used.

Positions:
  - Title: "Zuckerwatte fressen Ganz besonders langer Text"
    SubTitle: "Leistungszeitraum: 11/2022"
    PricePerUnit: 100 # The price per unit is taken from the envelope.yaml file using the customer id but can be overriden here.
    Quantity: 100

  - Title: "Aschlecken"
    SubTitle: "Leistungszeitraum: 11/2022"
    PricePerUnit: 99.99
    Quantity: 12

  - Title: "Aschkriechen"
    SubTitle: "Leistungszeitraum: 10/2022"
    PricePerUnit: 77.88
    Quantity: 3

envelope.yaml

AddressContent:
  # AddressBoxSender is is used as the sender address in the letter head inside the address windows.
  AddressBoxSender: "Abs.: Torsten Ueberschar - Pfarrweg 1 - 57439 Attendorn"
  # The Content is a place to put your personal data. E.G. it is used in the footer of the invoice.
  # you may put markdown in here.
  Contents:
    - Text: |
        ![logo](test_data/templates/images/logo.svg)  
        Torsten Ueberschar  
        Pfarrweg 1  
        57439 Attendorn
    - Text: |
        **Kontakt**  
        tu@uesome.de   
        +49 2734 4239271
    - Text: |
        **Steuern**  
        USt-IdNr.: DE313460724
    - Text: |
        **Bankverbindung**  
        Torsten Ueberschar   
        DE67 1001 1001 2626 8627 86   
        NTSBDEB1XXX   
        N26 Bank GmbH   

# The Invoice field is used to put default values for the invoice. You may override them in the invoice.yaml file.    
Invoice:
  Vat: 19.0
  Introduction: |
    ### Rechnung 

    *Sehr geehrte Damen und Herren*,

    für folgende in Ihrem Auftrag ausgeführten Leistungen erlaube ich mir zu berechnen

  Footer: |
    Bitte überweisen Sie den Rechnungsbetrag unter Angabe der Rechnungsnummer auf mein Konto bis zum %%ZahlungsZiel%%.

    Mit freundlichen Grüßen

    *Torsten Uebeschar*

# Customers is a list of customers. The customer id is used to identify the customer and is beeing looked up in the invoice.yaml file.    
Customers:
  - CustomerId: KD01234
    PricePerUnit: 88.88
    DueDate: 30 # DueDate is the number of days the customer has to pay the invoice.
    # The AddressField is used to fill in the address field window of the invoice.
    AddressField: |
      Klaus Peter Klausen  
      Am Klausenhof 1  
      04711 Klausenhausen

python src/main.py --help
Simple invoice generator for freelancers and small businesses by Torsten Ueberschar

usage: main.py [-h] -b BASE -i INVOICE [-e ENVELOPE] [-t TEMPLATE]

Read invoice and envelope data from yaml file

options:
  -h, --help            show this help message and exit
  -b BASE, --base BASE  base directory for invoice and envelope files
  -i INVOICE, --invoice INVOICE
                        Invoice file name
  -e ENVELOPE, --envelope ENVELOPE
                        Envelope file name
  -t TEMPLATE, --template TEMPLATE
                        directory for template files

example

python src/main.py -b test_data -i invoice.yaml -e envelope.yaml -t test_data/templates

to do

• make image path in invoice.yaml relative to invoice.yaml
• find out how to move an image to the right place in the pdf

see also

https://xhtml2pdf.readthedocs.io/en/latest/index.html

https://jinja.palletsprojects.com/