Storm version 1.3x

Creating an Invoice (for absolute beginners)

Objectives
In this handbook we will

1. Activate the module and sub-modules.
2. Add one Organization.
3. Add one Project.
4. Add two Tasks.
5. Add two Timetrackings to recording time spent on above two tasks.
6. Add one Invoice based on above two Timetrackings.

Notes

• This handbook is for absolute beginners. If you consider yourself an advanced user go to http://drupal.org/node/628258

Requirements

• Storm version 1.33 or more recent
• Drupal 6.x

Step 1/6 Activate the module and sub-modules

• Go to /admin/build/modules
• Activate the following modules.
  Storm
Storm Attribute
Storm Invoice
Storm Organization
Storm Project
  If unsure then activate all Storm modules.

Step 2/6 Add one Organization

• If not already done you need an Organization. To create one go to /storm/organizations
• Click on the plus button to create a new Organization. The + button is located on the right side of the page.
• In the field Name type in the name of the organization you want to invoice. In this example we will type in Acme International Organization
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• Click on Save button.

Step 3/6 Add one Project

• Go to /storm/projects
• Click on the plus button to create a new Project.
• In the field Title type in the name of your Project. In this example we will type in Lorem.com Project
  Set the Organization dropdown menu to Acme International Organization.
  Leave the other fields to their default settings. In this example we will not use the other features.
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• Click on Save button.

Step 4/6 Add two Tasks

• Go to /storm/tasks
• Click on the plus button to create a new Task.
• Set the Organization dropdown menu to Acme International Organization.
  Set the Project dropdown menu to Lorem.com project.
  Set the Price mode dropdown menu to Hourly. In this example we will use Hourly.
  In the field Price type in 50. In this example we will use an hourly rate of $50.
  Leave the other fields to their default settings. In this example we will not use the other features.
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• Click on Save button.
• Redo above step 4/6 but this time in the Title field type in Task 2. And in the field Price type in 75.

Step 5/6 Add two Timetrackings

• Go to /storm/timetrackings
• Click on the plus button to create a new Timetracking.
• In the field Title type in Timetracking Task 1. You could type in anything in this field.
  Set the Organization dropdown menu to Acme International Organization.
  Set the Project dropdown menu to Lorem.com project.
  Set the Task dropdown menu to Task 1.
  In the field Time begin type in 9:00.
  In the field Time end type in 10:00.
  Check the Billable box.
  Leave the other fields to their default settings. In this example we will not use the other features.
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• Click on Save button.
• Redo above step 5/6 but this time:
  In the field Title type in Timetracking Task 2. You could type in anything in this field.
  Set the Organization dropdown menu to Acme International Organization.
  Set the Project dropdown menu to Lorem.com project.
  Set the Task dropdown menu to Task 2.
  In the field Time begin type in 10:00.
  In the field Time end type in 10:30.
  Check the Billable box.
  Again leave the other fields to their default settings.

Step 6/6 Add one Invoice

• Go to /storm/timetrackings
• Under the Title column. Click on Timetracking Task 1 link.
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• On the right side of this page. Under Invoice this item section. Click on Add to new invoice link.
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• On the next screen. Click on the Edit tab.
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• Set the Request date dropdown menus to Jul 16 2010.
  (Note: This is important to set the Request date otherwise later the item will NOT show on the Invoice.)
  Set the Due date dropdown menus to Aug 16 2010.
  Set the Description field to Invoice.
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• Click on Save button.
• We are now going to add the second Timetracking item to the same Invoice we just created. To do so go to /storm/timetrackings
• Under the Title column. Click on Timetracking Task 2 link.
• On the right side of this page. Under Invoice this item section. Click on Add to EXISTING invoice link.
• On the next screen. Set the Invoice dropdown menu to */* | Invoice. Where */* is your invoice number.
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• Click on Select button.
• On the next screen. If you notice that the Request date and Due date field have changed. Then this is a glitch in Storm module that will be fix later. The temporary workaround fix is to click on Edit tab.
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  Then set again the Request date dropdown menus to Jul 16 2010.
  Then set again the Due date dropdown menus to Aug 16 2010.
  Also scroll down the page and verify the Total in customer currency field. In this example we have to change it from 50 to 87.5.
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• Click on Save button.
• You have successfully created an Invoice.
• To view a printer friendly version of your invoice click on Print HTML link.
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• That's it you have successfully created an Invoice and a printer friendly version of the Invoice.
• This is optional but Storm is able to create invoice in PDF format. To activate this feature find the readme.txt file that comes with the rel="nofollow">Storm module.