WEBVTT
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What is an invoice?
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Invoice is a document
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that you give it to your customer
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so that they can pay you
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for your service or your goods.
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But you are a professor and consultant.
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Why do you need to generate invoices?
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Well...
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I do a service for my clients
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if I'm a consultant,
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and when I'm a professor,
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I'm teaching students,
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so I have to generate an invoice.
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Why not use Excel or something simple
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to generate your invoices?
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I've tried that.
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It's no good, when it... particularly,
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when there are many clients,
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managing Excels and templates
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becomes very very tricky.
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Why don't you hire someone, you know, professional
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to do these for you?
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I've tried it.
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I have to give them lots of information.
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Not that there's anything wrong with them,
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just that I found it to be a bit too tricky.
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Professional software?
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Good point. I've tried that too.
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But, what's the fun in that, right?
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So what did you do?
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Haa.. this is the interesting part!
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I took a software called Emacs Org mode
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and with that, I added Python code to it.
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I added so many other things to it,
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and then it became a really nice
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customizable way to generate invoices.
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Whoa whoa whoa... Just slow it down, bro.
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Give me the story.
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Hey. Okay... Okay... I will.
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Story.
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Uh.. Story is simple.
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The client wanted an invoice.
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So, I generated an invoice.
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It wasn't good enough.
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So, I hacked some little bit of it.
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I changed every time a new client came.
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I had to do it all over again.
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I did that. I did it.
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Then I got really tired of it.
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And that's what led me to all these customizations.
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I want features.
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So, rapid fire questions. Ready? Yep.
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Project management? Yep.
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Format customization? Yes.
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PDF export? Yes.
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Multi-client support? Yes.
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Washing my clothes?
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Yes... No.
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Haa. I was just testing you,
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if you're paying attention or not.
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Logo and signature customization? Yes.
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Multi-currency support? Yes.
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Okay, enough talky or it's just...
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Can you show me a demo that you did?
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Or is it just talky.
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Yes, of course. Demo.
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Okay, demo time.
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Some ingredients for invoicing.
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Org mode, of course.
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Python environment and libraries for Python:
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pandas, tabulate, numbers.
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yasnippet package, very useful.
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And I use for LaTeX, MikTeX packages.
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So, I have a project already set up.
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This is what we have.
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The project is Teaching 2021
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and you can set all this up.
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So let's start with the first and foremost.
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Okay, so we're going to use
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the yasnippet package.
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uh.. um.. sorry, the invoice, okay.
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This one introduced, it gives you this whole...
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generates this whole bunch of code
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based on a template.
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All you're going to do
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is to type out the client's name.
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Okay and that's it.
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That's all there is to it.
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Okay there's a whole bunch of instructions
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that you can follow.
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If it's for the first time,
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use bankinfo.org.
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Let's check out what bankinfo.org involves.
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Okay so you can copy this template
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from my GitHub repository.
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It's basically setup of the LaTeX tags,
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and particularly this text file,
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which is a template.
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There's some personal info
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for all the details that you want.
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Bank information.
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You can look at it in detail
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from my repo. The tax invoice...
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There are some basic constructs.
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You can totally change any of these
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to your liking.
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Okay, so that's bank info.
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Go back. That's the first part.
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The second part is creating a client name.
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So let's look at this setup,
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and I have one created already.
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So, in order to create this,
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all you need to do
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is to use the inv-setup
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invoice setup for your client,
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and it will give you all the information.
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All you need to do is type in here
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and then type in the client's name,
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exactly the same that you see
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as the file name.
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Okay, client one. And that's it.
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You're all set for you.
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Okay, so that's what it looks like.
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All the address and stuff
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filled out here.
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Okay. And then the next one
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is to use the... One time,
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you're going to do the invoice item,
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which is the rate table.
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So let's do the invoice.
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Invoice item...
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This is item master.
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So here again, another place
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where you have to enter the client name,
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and your rate table is ready for use.
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Okay. So that was...
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Now we go to step two,
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which is clock table for reference.
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Okay. Let's go to the clock table.
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I already set up this for ACMEClient1,
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and I give it a tag: billable.
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Okay. We will see that...
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Where have I done that?
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Okay, so that's the client, you know,
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ACMEClient1 table teaching 2021.
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I've clocked it for the previous month.
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That's what you will see.
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Let's see it again.
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Okay. That's... Let's put the instructions.
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And then you go to clock table
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to generate the clock table for the client.
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Okay. So clock table...
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This is only for your reference,
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not going to be exported.
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Here we get a clock table. All right.
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So with this, you get the clock table.
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Okay. Now go into the items part.
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You will see two Python blocks,
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which is what the next instruction says.
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Go into the python block
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and do Control-c c (C-c c).
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Go to the control python source block,
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second one, and do Ctrl-c c...
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Ctrl-c Ctrl-c (C-c C-c) rather.
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and then finally come back
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to Raise Invoice and do dispatcher
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which is exported into PDF.
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Okay, let's do that.
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First one is... I just run this code,
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and it generated this table for me.
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Okay. So it has all the details.
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Now we go in
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the second source code block,
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and does all this...
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And it has generated this stuff.
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Plus, you should note that for beancount,
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it has also generated the block for that.
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It's all in the code.
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You can customize it if you're on Ledger.
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You can customize it
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to the way you want,
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any accounts that you want to change.
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It's all customizable.
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Here, even the currency symbols
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can be changed from INR and Rupees
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to whatever currency you have
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can be changed accordingly.
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I have org-babel-tangle-append code
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that I will share in the...
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I've borrowed it
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from somebody on the Internet,
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so I'll share that as well
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in my GitHub repo.
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Lastly, I just want to share that
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you can fill your GST website
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with these info,
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so you can... You can even put in
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as many entries as you want
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in your yasnippet.
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Customize it the way you want.
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I also added a month later
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due date reminder,
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saying if the invoice is paid or not.
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Okay.
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So, a few tips to end this demo.
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You can customize currency symbol
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and currency words
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according to your own currency.
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I use the European/Indian date format
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which is %d-%m-%Y. You can also...
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The language is Indian English,
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so it will change according--
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the numerals change according to the
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Indian format. Numbering format
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for invoice number is today's date
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followed by client name.
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That's my default.
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You can customize that as well.
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Let's try and export this
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to the subtree. Ctrl-s.
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So that's step number seven.
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And there it is,
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the tax invoice
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for Dr. Wile E. Coyote,
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and with a lovely signature as well.
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[Interviewer:] Well, that's great!
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If I were to try this out, what do I do?
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Go to github.com, into my repository.
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I'll leave my GitHub URL.
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You can download it use it,
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and let me know
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how it pans out for you.
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[Interviewer:] I have spent
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so much time on this.
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May I invoice you?
