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A Jira admin sets Fakturer up once in Jira Settings → Apps → Fakturer. After that, admins and people with the app’s permission create invoices from the Jira Apps menu → Fakturer.

1. Connect Fortnox

  1. In Fakturer’s settings, select Connect Fortnox. Jira asks you to sign in to Fortnox and allow Fakturer for Jira to read company information, customers and articles and to create invoices.
  2. Fakturer connects to the company of the Fortnox user you signed in with and shows its name.

The company needs Fortnox’s invoicing licence (Kundfaktura). Everyone who creates invoices connects their own Fortnox user the first time; Fakturer only creates invoices when that user is in the company connected here.

2. Check the invoice settings

Currency (Fortnox customers are usually invoiced in SEK), days until the invoice is due, rounding of hours per row, the labels that mark work as non-billable (default: non-billable and internal) and, optionally, a tag that marks a single worklog as non-billable.

Rows with an article use the article’s account and VAT. For rows without an article you can set a sales account; leave it empty to use Fortnox’s default.

3. Add mappings

A mapping says: these work items are billed to this customer at this rate. - Work items to bill: any JQL, for example project = WEB or "Client[Select List (single choice)]" = Acme. - Customer: search the customers in Fortnox by name or customer number. Create the customer there first if it is missing. - Hourly rate, excluding VAT, and optional other rates for some people. - Invoice rows: per work item, per person, per day or one summary row. - Optional: an article for every row, and a customer reference such as a purchase order number (Fortnox keeps 50 characters).

If two mappings match the same work item, the higher one in the list bills it. Use Up and Down to order them.

4. Let others create invoices

Jira admins can always create invoices. To let others do it, grant the Fakturer: create Fortnox invoices permission in Jira Settings → System → Global permissions.

5. Create the invoices

  1. Jira Apps → Fakturer. The period defaults to last month.
  2. Select Preview billable hours. Fakturer reads the worklogs; large sites can take a few minutes.
  3. Check the rows per customer, then Create invoice in Fortnox.
  4. Open the invoice in Fortnox, check it, then book and send it from there.