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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 drafts from the Jira Apps menu → Fakturer.

1. Connect Fiken

  1. In Fiken, turn on the API module for the company (Settings → Additional services). Fiken charges for it.
  2. In Fakturer’s settings, select Connect Fiken. Jira asks you to allow access; Fiken then asks which companies Fakturer may use.
  3. Choose the company. Drafts are created there.

Each person who creates Fiken drafts connects their own Fiken user the first time. Their Fiken user needs access to the same company.

2. Check the invoice settings

Currency, days until the invoice is due, rounding of hours per line, 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. Also the VAT and income account used when a line has no product.

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 Fiken. Create the customer there first if it is missing. - Hourly rate, excluding VAT, and optional other rates for some people. - Invoice lines: per work item, per person, per day or one summary line. - Optional: a product for every line, and a customer reference such as a purchase order number.

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 drafts

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

5. Create the drafts

  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 lines per customer, then Create draft in Fiken.
  4. Open the draft in Fiken, check it and send it from there.