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GNU GENERAL PUBLIC LICENSE
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# -*- mode: org; coding: utf-8; -*-
#+title:
[[file:logo.png]]
* Invoice template
A simple script for generating pdf invoices from text files.
The template and workflow is build upon [[https://amyfare.ca/files/simple_invoice_template.tex][LaTeX Simple Invoice Template]] by Amy Fare (CC BY 4.0) and [[https://github.com/mrzool/invoice-boilerplate][invoice-boilerplate]] by Mattia Tezzele (GPL2)
* Requirements
- an XeLaTeX environment such as [[https://tug.org/texlive/][TeX Live]]or [[https://miktex.org/][MiKTeX]]
- [[https://pandoc.org/][pandoc]]
- python or guile (or possibly an other scheme)
* Instructions for use
- copy/edit =invoice-example.yaml= (invoice file must end in =.yaml=)
- generate pdf via =./generate-invoice.py invoice.yaml=
* Template variables
The source file is text in YAML format. The following variables and their values are substituted into the invoice (note that the ’from’ fields are hardcoded for now)
| invoice-number | |
| invoice-date | |
| invoice-due | |
| invoice-to | name of recipient |
| address-1, address-2, address-3, address-4 | address can use up to 4 lines |
| VAT-id | |
invoice lines itemizing products or services can be included as part of a =service= list
| description | description of the item |
| quantity | |
| unit-price | |
| vat-rate | |
| total | line total including any VAT & discounts |
| details | (not used) |
The subtotal, taxes and invoice total
| invoice-subtotal |
| invoice-VAT |
| invoice-total |
payment details (only configured for SEPA bank transfers)
| account-name |
| IBAN |
| BIC |
If required, the invoice can include a line about intra-community supply (for 0% VAT between EU entities) by setting =eu-zero= to =true= or =false=
| inside-eu | (unused) |
| eu-zero | will add note about “0% VAT” if set to =true= |
Adjust some of the typography and layout settings
| seriffont | e.g. Hoefler Text |
| sansfont | e.g. Fira Sans |
| fontsize | e.g. 10pt |
| geometry | e.g. left=43mm, right=43mm, top=51mm, bottom=17mm |
* Example
#+BEGIN_SRC yaml
---
invoice-number: 20-A0091
invoice-date: 2020-11-11
invoice-due: 2030-11-11
invoice-to: Erika Mustermann
address-1: Musterallee 23
address-2: 54321 Musterstadt
address-3: Germany
address-4:
VAT-id: DE837566332
# Products & services rendered
service:
- description: Miscellaneous aerospace supplies
quantity: 7
unit-price: 320.33
vat-rate: 19
total: 2668.35
details:
- description: Tristero System installation and callibration
quantity: 1pc
unit-price: 7120.00
vat-rate: 19
total: 8472.80
details:
# Invoice totals
invoice-subtotal: 9362.31
invoice-VAT: 1778.84
invoice-total: 11141.15
# payment details
account-name: Yoyodyne Inc
IBAN: EV27183413
BIC: EVXXX4
# inside EU and/or 0% VAT rate notice?
inside-eu: true
eu-zero: false
---
#+END_SRC

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#!/usr/bin/env python
# Creator: nik gaffney <nik@fo.am>
# Created: 2023-10-23
# Copyright ©️ 2023 FoAM oü
# SPDX-License-Identifier: GPL-3.0-or-later
import sys
import os
import shutil
pandoc = "pandoc"
template = "invoice-template.tex"
pdf_engine = "xelatex"
def check_dependencies():
def check_cmd(cmd):
if shutil.which(cmd) is None:
print(f"error: {cmd} is not installed.\n")
sys.exit()
check_cmd(pdf_engine)
check_cmd(pandoc)
# etc
def process_invoice(file):
output_file = os.path.splitext(file)[0]
# assemble command
pandoc_command = (f"{pandoc} {file} -o {output_file}.pdf \
--template={template} --pdf-engine={pdf_engine} --quiet")
# run it...
status = os.system(pandoc_command)
if status==0:
print(f"successfully generated {output_file}")
else:
print(f"error generating {output_file}")
def main():
check_dependencies()
if len(sys.argv) == 2:
input_file = sys.argv[1]
process_invoice(input_file)
else:
print(f"usage: {sys.argv[0]} <filename.yaml>")
sys.exit()
if __name__ == "__main__":
main()

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#!/usr/local/bin/guile \
--no-auto-compile -e main -s
!#
;; Creator: nik gaffney <nik@fo.am>
;; Created: 2023-10-23
;; Copyright ©️ 2023 FoAM oü
;; SPDX-License-Identifier: GPL-3.0-or-later
(define pandoc "pandoc")
(define template "invoice-template.tex")
(define pdf-engine "xelatex")
;; compose & execute suitable pandoc command
(define (run-pandoc file)
(let* ((output-file (basename file ".yaml"))
(status (system
(format #f "~a '~a' -o '~a.pdf' --template='~a' --pdf-engine=~a --quiet"
pandoc file output-file template pdf-engine))))
(if (eq? status 0)
(display (format #f "successfully generated ~a.pdf\n" output-file))
(display (format #f "error generating ~a.pdf\n" output-file)))))
(define (main args)
(if (eq? (length args) 2)
(run-pandoc (list-ref args 1))
(display (format #f "usage: ~a <filename.yaml>\n" (car args)))))

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---
invoice-number: 20-A0091
invoice-date: 2020-11-11
invoice-due: 2030-11-11
invoice-to: Erika Mustermann
address-1: Musterallee 1
address-2: 12345 Musterstadt
address-3: Germany
address-4:
VAT-id: DE837566332
# Products & services rendered
service:
- description: Miscellaneous aerospace supplies
quantity: 7
unit-price: 320.33
vat-rate: 19
total: 2,668.35
details:
- description: Tristero System installation and callibration
quantity: 1pc
unit-price: 7,120.00
vat-rate: 19
total: 8,472.80
details:
# Invoice totals
invoice-subtotal: 9,362.31
invoice-VAT: 1,778.84
invoice-total: 11,141.15
# payment details
account-name: Yoyodyne Inc
IBAN: EV27183413
BIC: EVXXX4
# inside EU and/or 0% VAT rate notice?
inside-eu: true
eu-zero: false
# Invoice settings
currency: EUR
lang: en-GB
---

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% !TEX TS-program = xelatex
% !TEX encoding = UTF-8 Unicode
%% Creator: nik gaffney <nik@fo.am>
%% Created: 2023-10-23
%% Copyright ©️ 2023 FoAM oü
%% SPDX-License-Identifier: GPL-3.0-or-later
%% Invoice template based on
%% LaTeX Simple Invoice Template by Amy Fare (CC BY 4.0) and
%% invoice-boilerplate by Mattia Tezzele (GPL2)
\documentclass[a4paper]{article}
\usepackage[utf8]{inputenc}
\usepackage[colorlinks]{hyperref}
\usepackage[left=23mm, right=23mm, top=23mm, bottom=17mm]{geometry}
\usepackage{graphicx}
\usepackage{tabularx}
\usepackage{multirow}
\usepackage{ragged2e}
\usepackage{array}
\usepackage{fontspec}
\usepackage[table]{xcolor}
\hypersetup{
urlcolor=blue
}
% Font(s)
\setmainfont[Ligatures={Common, Rare, Discretionary, Required, Contextual},
BoldFont={Fira Sans Bold},
ItalicFont={Fira Sans Book Italic}]
{Fira Sans Book}
\newcolumntype{R}[1]{>{\raggedleft\let\newline\\\arraybackslash\hspace{0pt}}m{#1}}
\begin{document}
\thispagestyle{empty}
\begin{tabularx}{\textwidth}{l X l}
\hspace{-8pt}
\multirow{3}{*} & \hskip12pt\multirow{3}{*} &
% Invoice no. and Date
{\begin{tabular}{r l }
\huge{Invoice No:} & \huge{$invoice-number$} \\
& \\
Issue Date: & $invoice-date$ \\
Due Date: & $invoice-due$ \\
\end{tabular}}\hspace{-6pt} \\
\hspace{-2.1cm}\includegraphics[height=2cm]{logo.png} & \\
\textbf{Yoyodyne Inc} \\
VAT ID: AT8375614432 & \\
& \\
1640 Riverside Drive & \\
Hill Valley, CA & \\
USA & \\
\end{tabularx}
\vspace{0.5 cm}
%% Recipient
\begin{tabularx}{\textwidth}{l X l}
\hspace{-8pt} \multirow{5}{*} & \hskip12pt\multirow{5}{*} & \hspace{-6pt} \\
\textbf{$invoice-to$} & \\
VAT ID: $VAT-id$ & \\
$if(address-1)$ $address-1$ & \\ $endif$
$if(address-2)$ $address-2$ & \\ $endif$
$if(address-3)$ $address-3$ & \\ $endif$
$if(address-4)$ $address-4$ & \\ $endif$
\end{tabularx}
\vspace{0.5 cm}
%% Table of fees
\begin{tabularx}{\linewidth}{p{8cm} X X r r}
\rowcolor[HTML]{dfdfff}
& & & &\\[0.25ex]
\rowcolor[HTML]{dfdfff}
{\bf{Description}} &
\centering{\bf{Quantity}} &
\centering{\bf{Unit price}} &
\centering{\bf{VAT rate}} &
\bf Net amount\\[2.5ex]
% sales details
$for(service)$
\rowcolor[HTML]{efefff} & & & & \\ \rowcolor[HTML]{efefff}
% description
$service.description$ &
% quantity
\centering $service.quantity$ &
% unit price
\centering $service.unit-price$ &
% VAT rate
\centering $service.vat-rate$\% &
% NET amount
$service.total$ \texteuro\\[7.5ex]
% \hline
$endfor$
& & & & \\ & & &
\bf \small{Subtotal} & $invoice-subtotal$ \texteuro\\
& & & & \\ & & &
\bf \small{VAT $if(eu-zero)$ 0\%* $endif$} & $invoice-VAT$ \texteuro\\ [2.5ex]
& & & \cellcolor[HTML]{dfdfff} & \cellcolor[HTML]{dfdfff} \\ & & & \cellcolor[HTML]{dfdfff}
\bf \large{Total} & \cellcolor[HTML]{dfdfff}
\large{$invoice-total$ \texteuro} \\ [2.2ex]
\end{tabularx}
\vfill{}
\textbf{Payment instructions} \\ [1.2ex]
\small{Please add the invoice number to your payment description.} \\
\small{Account holder: $account-name$}
\small{IBAN: $IBAN$}
\small{BIC/SWIFT: $BIC$} \\ [1.2ex]
$if(eu-zero)$
% To include if applicable
\small{*The purchase is liable to Intra-Community supply 0\% Reverse charge.}
$endif$
\end{document}

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