kobilee/auto-invoicer

Auto-Invoicer

This project is a tool that helps automate the invoicing process. It allows the user to send invoices to clients via email and backup the invoices once sent. This tool does not convert xps to pdf, to do this use https://xpstopdf.com/ and move the downloaded pdf's to the input directory

Installation

To install the Auto-Invoicer tool, follow these steps:

1. Clone the repository to your local machine.
2. Install the required dependencies by running the command pip install -r requirements.txt.
3. Update the configuration in settings.py to match your environment.

Usage

To use the Auto-Invoicer tool, follow these steps:

1. Open a terminal.
2. Navigate to the Auto-Invoicer directory.
3. Update the settings.py file to point to valid paths in your system and with the correct column names. Here are the configuration options you need to update:
   • PATH_EXCEL: The full path to where the excel file is located. This file must contain a column with the client number and email.
   • PATH_INPUT: The path where all the pdfs live.
   • PATH_BACKUP: The path to backup invoice once emails are sent.
   • SEND_EMAIL: A flag to enable sending emails.
   • BACKUP_PDF: A flag to enable backing up pdfs.
   • PDF_INVOICE_STR: The string in the pdf directly to the left of the invoice number.
   • PDF_CUSTOMER_STR: The string in the pdf directly to the left of the customer number.
   • EXCEL_EMAIL_STR: The name of the column in the excel file that contains the email address.
   • EXCEL_CUSTOMER_STR: The name of the column in the excel file that contains the customer number.
   • CC: Email that will be cc on the email
4. Run the command python -m main to execute the tool.