Commerce Billy

Commerce Billy is a lightweight approach for a billing system for Drupal Commerce (Billy = Billing Light). It uses the commerce order entity to hold invoice information, including a separate "invoiced" status. The order number property is used for the invoice number.

See this webinar by Commerce Guys for a in-depth look at Commerce Billy.

Features

• Thread safe invoice number generation
• Three invoice number generation methods: monthly, yearly, infinite
• Configurable pre- an suffix values for invoice numbers
• Arbitrary start value for invoice number
• "invoiced" status on order entity (thus avoiding separate invoice entity)
• Automatic or manual invoicing:
• Automatic: order moved to status "invoiced" on order completion
• Manual: admin moves order to status "invoiced" (VBO possible, Rules components already included)
• PDF Generation (commerce_billy_pdf module)
• Customizable PDF template
• Views integration for PDF download link
• Handling of credit memos (canceled orders)
• (todo) Mass PDF download

Extensions:

• Commerce Billy Mail

Comparison to similar billing modules:

• Commerce Invoice: uses separate invoice entity, no arbitrary start value for invoice numbers, invoice number generation not thread safe, no credit memo handling, no pdf export
• Commerce Order Invoice: invoicing state depends on product / line item configuration, no invoice numbers, no pdf export
• Commerce PDF Invoice: uses the Views PDF module for PDF generation, no invoice numbers, nor states

Further comparison https://drupal.org/node/1535498

Dependencies

• Drupal Commerce
• Date Field
• Libraries API
• DOMPDF (tested with 0.7.0)

Configuration

• Invoice number generation: Store > Configuration > Billy invoice settings (/admin/commerce/config/billy-invoice)
• PDF generation: Store > Configuration > Billy invoice settings > PDF settings (/admin/commerce/config/billy-invoice/pdf).

DOM PDF installation (for PDF module)

• Download https://github.com/dompdf/dompdf/releases/download/v0.7.0/dompdf_0-7-0.zip and copy it into your libraries folder
• Copy "libraries/dompdf/lib/fonts" to your public files directory public://fonts/
• For more information refer to the README.txt

Usage

• Invoice numbers are generated once the order is moved to status "invoiced" (either automatic or manually)
• Manual invoicing: The Rules components "Set order to invoiced" and "Set order to canceled" can be used in combination with VBO (Views Bulk Operation) for mass updating.
• The PDF can be downloaded via the URL "invoice-pdf/[order-id]". Furthermore a Views field handler "Link to invoice PDF file" is available.
• The PDF can only be accessed by the order owner if the order is in status "invoiced"
• If an order gets cancelled, the PDF can be accessed by someone with 'administer commerce_order entities' permissions. This PDF contains two pages per order: the first page includes the original order view, the second a credit memo.

Credits

• epiqo