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Self billing invoices for Administration

[Music] it's your open source Advocate and I'm back with another video and today we're going to talk about invoice ninja now this is one that several of you have asked me about over the past few years and I just haven't done it I've put it off I did Crater invoice I did solid invoice before that and crater has worked for me really great but unfortunately the project has been abandoned uh they are no longer doing any active development on it and it's gotten to a point where it's kind of broken for me so I had to find something to replace it so invoice ninja look like the best option that's out there for me right now and I thought okay it's time for me to get this thing done and installed and I did initially have a lot of issues the first few times I tried it but this last time I was able to work through it and kind of figure it out and their instructions have gotten much better so really we're going to be following their tutorial here about how to do this and what things you need in order to get everything ready and installed which which is pretty straightforward it gives you all the commands you're going to need and I'll kind of talk about what it's doing in the background while we're getting it set up what you'll need out of the box and in the show notes I will have the instructions on how to get all of this set up but I'm going to kind of move through the first part which is you need Docker and Docker compose in order to to this the way that I'm going to do it now if you're one of those folks that's like oh no no no I want to it straight up on my Hardware you can do that and they have instructions on how to do that on their main GitHub repo um and on their pages but uh for me Docker and Docker compos is a great way to run applications because it's a very lightweight way to create a container for this system and have it separated from the rest of my operating system and easily removed easily backed up everything like that Docker has a ton of advantages and I think people don't give it a a fair shot a lot of times but uh we're going to go through the docker and Docker compose setup for invoice ninja today and I'll show you all the little things that you need to know about what's getting set up and where and why and I help you make sure you get everything set up to be the most secure that it can be one of the other things that I'm going to do and you might want to do but you don't have to is I'm also going to set it up with a domain name so that I can access it from anywhere using a reverse proxy to get to my invoice ninja no matter where I'm at but it also gives my clients the ability to download their invoices or view their invoices online as I send those out through the email that I'm going to set up so we're going to need a few things we're going to need Docker and Docker compose installed I'm going to use engineer engine X proxy manager which is a reverse proxy you can use traffic you can use whatever you want to honestly um but we need a reverse proxy so that people can actually get to our invoice ninja since we're putting this on our home lab we're going to need an email SMTP server that we can use now if you're using Gmail that's fine but you need to know how to set up the Gmail SMTP server I'm not going to go through that but I will show you what what values you need if you're running your own SMTP server like I am and then we're also going to get SSL set up so that everything is nice and secure there's nothing going over the Internet that's not encrypted especially when you're dealing with finance and billing things like that it's very important so we're going to get into all of the installation and all of the setup for it right after this I want to say thank you to all of my subscribers and all of my patrons over at patreon seriously you guys make this so worth it for me to do these videos every week I really truly enjoy it and I just can't say thank you enough if you're enjoying these videos subscribe let YouTube know that I'm doing a good job by subscribing to the channel plus you'll get notified when I have new videos coming out and finally if you're enjoying what I'm doing give it a like just click on that thumbs up and that way YouTube knows that you like it and they'll pass it along to other people that might enjoy my content as well I really appreciate it thank you again let's get started so I like to put everything that's going to be a Docker container inside of a Docker parent folder so I'm just going to do CD Docker if you don't already have this you can create it with mkdir Docker if you do this it'll create a folder called Docker um once you have that you want to CD into Docker which means change directory so you're inside the docker folder you can see that right here and then we need to clone down the invoice ninja Docker files repository so we'll go over to their instructions to do that and if we just move down here they've got the command right here for us so we'll just copy that and we'll go here and and just paste it in with control shift v like Victor or you can just do right click and then paste if it's an option on your terminal terminal emulator we just cloned that now we're just going to CD and what I like what I want to do first is what it did was if we do an LS you'll see there's a folder here called Docker files I don't like that name it doesn't tell me what this is so I'm going to just do an MV which is move but in this case we're using it like rename uh and we're going to rename Docker files to invoice name ninja and now if we do an LS you'll see that we have invoice ninja here and Docker files is gone so now we'll just CD into invoice ninja and if we do an LS you can see there's quite a few files here um so things that we need to update and change but first I want to make backups of The Originals that we're going to change so we're going to be changing two files we're going to be changing the uh contents of the file called EnV which is right here and the contents of the file called Docker composed. yaml so we're just going to do um CP which is copy and we're going to copy EnV to a file called env. Bak it's just a backup file we're going to do the same thing with the doer composed. yaml so we're going to do CP Docker composed. yaml to Docker composed. yo and we're going to dobak now if we do an LS we'll see we've got two extra files each with a Bak extension which is just our backup version of those files so if we change something and later we need to go back we've got the original as it was and we haven't lost that anywhere so now we're going to edit a couple of these files and first we're going to edit the EnV file so we're going to do Nano EnV and in here there's a few things we need to change so first is this app URL so it has just kind of a local URL if you want to do that you can if you know how to set up your local fqdn your fully qualified domain name for your local network great um if you just want to use an IP address for the server you can put that in here as well I'm going to put in an actual name for my server so I'm just going to call this uh invoice ninja. rout meh home.org so I own the domain rout meh home.org I I have an a record with a c name for invoice ninja that's going to point to my public IP address so that this will resolve correctly so I've got everything set up here that I need now we need this key in a little bit and we'll get it but we're not going to get it yet I'll talk to you about it in just a minute the app debug is set to true I'm going to change this to false right here require https you really should set this to true but for now we'll leave it false so that we can just do a few testing things and we'll come back and change it at the end uh the PDF generation I'm going to leave as false and I'm going to leave this as snap PDF and trusted proxies with a star which means everything we can get rid of that extra space it's not necessary we're going to leave that as database right there now down here we need to fill in our database details and we actually need to fill them in twice I wish they had just made this one set of database credentials and then use them in the docker compose in a little bit different way but it's okay so we're going to go here where it says a database name we're going to change well ninja is fine actually we'll leave that as Ninja for the username I'm going to change this from Ninja I don't want that I'm going to change it to my name you can set it to whatever you want and for this one we're going to make this just a random long set of numbers letters and uppercase letters so we'll just start typing something like that something that's very long and very hard for somebody to ever guess or a computer to ever run through all of the variations that might be there so you want something like that now we'll come back up to this in a minute but we're going to copy this whole string that we just typed out right there to the end with control shift C we can copy and we're going to come down here and you've got a couple of things you need to set so this is going to be your login email and your login password for your system so you want to set these to be very long strong things you don't want to use these defaults that they have set so I'm going to set this as Brian at Fixit Del rio.com that's my email and again I'm going to set a nice long strong password so you would set up something like um either a whole bunch of words that have nothing to do with each other or uh just a long string like you have up there above um either way you can do whatever you want you can use your password manager to generate it if you prefer to do that but let's just think of a few words for something that we we would like to have so let's do controller and let's do um headphones and let's do one more carrying case 2 so in theory this is a nice long strong password that a computer again would probably not ever just guess randomly so now we're down to the SMTP section so starting here at the server you need to put in your server's SMTP information so I'm going to put in box. fixit.com uh on the port number mine is 587 yours might be different so you need to know what that port number should be for the US username um we can put in something like my bills at fixit.com and for the password you would put in whatever your password is it should be some long strong password that is hard to guess okay now it should not be that of course but it should be something um for our mail encryption in my case it's TLS you might have SSL you might have TLS you might have none so you need know what that is as well and again put in put in what this should be whenever it shows the from in my case my server won't allow it to be different from what the sender email is so I'll put in my bills at Fixit Del rio.com and then here whatever you want this to be for like the the kind of the subject like the from name so this would be billing or I could put this as fix it Del Rio billing so the user knows who it's coming from and what it's for and when they get the invoice they understand why it's there so on this last little section about the DB this is again just the same DB information we already did except this also has a root password set so we want to go in here and actually set something kind of long and strong again so you would make this again a nice set of random characters and numbers and maybe not the commas I don't know how well handles that but there we go so we've got something nice and strong there here um again for the user we want to make this the same as above so we want to have equals Brian for the password we're just going to paste in that password we copied from above and then for the database we left that as ninja everything else here should be fine we don't need to change anything else so we're just going to do a control o for now now don't forget we need to go back and get this app password that's up here at the top um I'm just going to hit enter to confirm that and we so don't forget we need to go get this uh this key right here and we'll get that in just a little bit we'll put that in here but for now we're good we save it with CR o and enter and then exit with CR X next we're going to do the docker compose file so we're just going to do Nano docker-compose.yml and in here you'll see a few things that we need to update as well so we've got a couple of folders here that it sets which is fine on the volumes and this first section is setting up our enginex web server so this needs a web server in order for um n invoice ninja to run correctly so right here I already have Port 80 in use so I don't want to set it as Port 80 so instead I'm going to change this to Port 8035 for this example we'll leave this one commented out we don't need it right now and then this little extra hosts is really something you would use if again you're going to have some internal fqdn that you're using along with a public fqdn I'm not doing that so we can just remove these two lines and we I did that with contrl K to get rid of them you can also just use the backspace whichever you feel like next we've got the invoice Ninja image that's going to get pulled down and here we can see again some volumes that are going to get set up um we can get rid of this extra line here and then again we can get rid of this extra hosts uh option so just a couple of control K's and then we've got the DB that's going to get set up um again we're going to have the extra section here for the extra host we can just get rid of and right here they tell you a little bit about this part that's commented out that you might want to set up or you might not want to set up it's kind of up to you whether you do or don't set those up um but this is for version 4 so we don't actually need all of this cuz we're going to get version five so we'll get rid of that and just get rid of that extra space then down here is another setup that's really for version 4 um it's not something we need for version five so we'll get rid of all these commented lines in this whole section right here and now we've got everything that we need set up which is great um if you're not using these sections and they're commented out and you're sure you're not going to need them you can feel free to go ahead and get rid of them um I'm going to go ahead and get rid of these because I do I do my backups in a different way and we should have a pretty clean setup here this is just information that's explaining What's happen happening with your ports you can again get rid of it if you don't need it and this cleans up your Docker compos file a lot to help you make help make it a little bit more readable um really really up to you if you want to get rid of those or leave them doesn't doesn't make that big of a difference in the end we've got our ports set we've got our volumes set there's still some things we need to do but we can save this with CR o and enter and CR X and now we'll go back to their instructions and let's make sure we follow their instructions all the way through so we did our setup of all these values we do need to generate this key and that's the next thing we're going to do so they're going to tell us exactly what we have to do to do that so we're just going to copy this command and we're going to go here and do control shift V in our terminal and this is going to pull down the invoice Ninja image and then run it in a temporary spot so you have to give it just a second to get everything pulled down and ready but when it does it's going to create that key that we need and then we're going to copy that and go put it back into the EnV file so it's very important for us to have that the system won't um let you log in or do anything if you don't have that application key all right when you're done you'll have a key like this one here close to the bottom so we just want to highlight all of this including the equal sign all the way over through base 64 we'll do control shift C to copy that and now we're going to do Nano EnV on this third line we're going to get rid of everything inside uh the two angle brackets including the angle brackets we're going to do control shift V to paste in our key and it should include the base 64 part right there we're going to do crl o again to save and then contr X to exit and we've got a couple more steps we need to do here so we're just going to keep going through their documentation so they want us to change some permissions on this folder so we're going to go ahead and do that so we'll copy that and we'll paste it into our command line and then we've got one more we need to do so we're going to go back and we're going to copy this second one and this one runs as super user so make sure that your user you're using is a super user you should not be doing this as root uh but we'll copy this we'll go back oops yeah let's copy that and then control shift V and this is just going to change the um ownership of this to be -data um it's just set up as 1500 1500 but that's what it's doing so we'll put in our super user password here and that's done and I think the only thing left is yeah to bring up our Docker compose file so we're just going to go back to the terminal here and we're going to do two commands we're going to do Docker space compose log DF or no up- D then we're going to do two Amper Sands and docker space compose logs DF so this first one is going to bring up our containers it'll pull down the other images we need bring them up as containers and run them in the background in a detached method or as a Damon and the second command says show me the logs once you've brought them up so that I can see that everything's running like it should and watch for any issues so we're just going to hit enter and you'll see it starts the the app one but it goes ahead and now it's going to pull down my SQL and the engine X containers and get those started so that everything's running so if you watch the first few times you'll see SQL server connection refused and it'll keep doing that because the SQL Server is still starting up while it's trying to connect um it'll just keep trying over and over until it finally connects and you'll see once it does you'll get all this output like we just saw that's saying hey we're creating the tables we're doing all the things that need to happen in the background so be patient while it runs yours might look a little more clean I have the text blown up here for the people on the mobile devices to make it easier for them to see what's going on on the screen but um it should run through all these steps and at some point it will kind of slow down finally and kind of come to a stop like you see here and you should see this info success scheduler running we can just do a control C to stop looking at the logs and now we can do a Docker compose PS and we should see that everything is up and that it's been up for a certain amount of time so about a minute about a minute about 55 seconds so we see that everything's up and running which is a good sign that means we should be able to access our uh system now uh at the IP address of our server with the port 8035 remember we changed that Port so we're going to go to 1 192.168.10.0 in my case you want to go to the IP address of your server of course and that's 8035 after the colon and here we are so we're already at invoice ninja this is a great start but now we want to go and actually set up a reverse proxy so that we can get to our invoice ninja by the domain name that we set up uh and then once we do that we can go and set up some SSL certificates and make sure everything is nice and secure so I'm going to close this real quick uh and we'll go do those other steps now that we've got everything installed and running we want to set up our reverse proxy so that we can actually access our invoice ninja site through an actual URL a domain name so again I own the domain rout me home.org so I'm going to come into enginex proxy manager in this case this is my reverse proxy software of choice I'll blow this up a little bit for you and I'm going to type in what we want which is invoice ninja. rout meh home.org just going to hit tab so that makes this a little chip you can see the color change in the background and then I'm going to go down here to the IP address so I want to put in the IP address of the server I installed it on and then the port that we mapped which was 8035 I'm going to tell it to block common exploits and websocket support just going to hit save so before we do anything we just want to make sure that that is working so we can just open up another Tab and type in invoice n make sure I type this right invoice ninja. route mehome home.org and it should bring us to our login screen and I added the dark reader extension here so that's why this is all kind of nice and dark now I'm trying not to give you guys a complete blindness if you happen to have the lights down when you're watching this video uh so we've got that that's great it's going it's it's loading up and it's not uh but it's not SSL certificate created yet so we're going to go do that so I'm going to go down here to my invoice ninja entry I'm going to go over here to the right I'm going to click on the three dots and click on edit and right here I'm just going to jump over to the SSL Tab and I'm going to tell it request a new certificate Force SSL which means if somebody tries to go to it on Port 80 it will redirect them to Port 443 for the https encrypted version we're going to do http2 support hsts for both of these things and I'm going to agree to the lesting Crypt terms of service here I've got my email filled in so I'm just going to hit save if everything works correctly which means from the internet let encrypt can reach into my network and hit this service using the reverse proxy it's going to assign me an SSL certificate and what happens is that little popup just goes away with no error nothing like that and that usually tells you that it's done so now we can just click on invoice ninja here and it should take us out to invoice ninja and yes and we've got our lock which means we've got a nice SSL certificate going so we're doing everything encrypted now which is what we want so I'm going to blow this up a little bit just to make it easier for the people on the on the phones and I'm going to type in the user that we created and then I need that that password that I created for this user so if you remember when we were in the actual terminal we created a password as well so if we do a cat EnV we can just go up here and copy this password from the _ password and you can control shift C in the terminal to copy and then we can go back to our browser here and we'll just contrl +v that where it pastes it in for us and we're just going to hit now you've got tofa and some other things here but these are optional and right now we don't have that setup so we're just going to hit log in it's going to come up and ask you for some starter information so your company name so we can just call this fix it Del Rio that's the name of my IT company and it's fix it get it fix it so English is my language of choice so I use usually do speak English sometimes it's American I apologize if you can't understand what I'm saying all the time but I try to keep it as clear as possible and I do use US dollars so we're just going to hit next and you see it jumps us into the dashboard and we've got a pretty clean interface and now invoice ninja is up and running a few things for you to go and try out initially are you've got to do some setup for sure but invoice ninja lets you do a lot and this is some amazing open source software so I do want to kind of talk about some of the things that we have here on the left this is your dashboard and again I've got it zoomed in pretty good for you guys on the mobile devices um just to make it easier so you can really Zoom this out and see a much better view but for our purposes I'm going to zoom it in just so you can see what's going on so here you get a nice little overview of what invoices estimates quotes things like that you have out there this will start creating a graph for your invoices for things that are outstanding versus things that are paid very very similar to what we saw with crater invoices so one of the first things you'll want to do is go set up clients and you want to put in as much information about your clients as you can one of the things I suggest is creating a test client because you want to have a test client with an email that's not your email that you're sending from just so you can make sure the email functionality is working you can create some test invoices and send those to your test client and those should go to the email that you can check and make sure that you're receiving those emails um sometimes the settings you have to set are not super clear from those EnV files that we use and you need to go kind of look up in the document mation maybe you need start TLS or you need something different that will help you know help it start sending those emails correctly you might have to go check on your email server to see like was this blocked for some reason or something like that sometimes you can get some some log information that way too if you run your own email server so highly recommend setting up a a client that has just a test client and then all of your other clients you can set up as well setting up a list of products is very important now if you're a service based industry like a like an IT person sometimes you have products but sometimes you may have more like a monthly um subscriber plan that would also be a product you're selling your service as a product in that case so for me for instance I charge $250 a month and I basically provide remote support through that which means I can connect to them and do things remote they also get two in inhouse quote unquote visits if I have to go down and actually do something physical per month and then if it goes beyond that I start charging them by the hour because I have to actually go somewhere and leave and I can't do other things while I'm working on their stuff so it it impacts my Revenue um but maybe you have some Hardware you sell or maybe you have some other services that you sell maybe you have different Hardware that people can buy to help them get connected to you it it just depends on what you what you might need or have but this is where you would set up the products that you're selling and it just makes it easier to add them to an invoice because they're already set up with their pricing and everything like that this is where you just create invoices this is actually like just go here click and start creating your invoices so you do want to have clients and products set up already now you can do on the Fly products as well but it's nice to have things kind of already set up with pricing if you need it even if you charge by the hour if you say I charge $75 an hour for doing it work you can set that up as hourly it work $75 and then quantity is defaulted to one and then you can change the quantity and it'll just multiply out 75 times how many hours you worked on it you can set up recurring invoices which is super useful so for my monthly contract customers I can just set up a recurring invoice so that every month they get that invoice I don't have to remember to go and send it to them I can just have it go out automatically they can get that and make sure I get paid and it just makes it easier for me and then I can go in and just do my bookkeeping to say yep they paid me here I'll clear this invoice now so payments you can just Mark and list payments how you got paid what how much it was paid leaves how much is left on an invoice or how much is how much of a balance is left for that customer to pay you and and this tracks all of that for you which is really great it's a nice nice piece of software and it does a lot of that kind of backend work for you which can make it easier to run your business the hardest thing about being a business owner is that you get into it because you love whatever you're trying to do as a business and then you start to realize that as you get more successful you become more of a business manager and not as much of a whatever you are doing so if you enjoy doing it eventually if you get really successful you may have to hire some people who get to go do the actual it part that you really Lov because you're the person that's keeping the books and making sure the business stays running and making sure that you're getting paid so tools like this can make it much more enjoyable to do those things even if it's things that you don't really want to do quotes at least in most service-based Industries are really important so people will call you and say hey we need a quote for this you're going to build up your Hardware list how much that's going to cost how much over you're going to put on that how much labor it's going to take you you know estimate the labor that it's going to take you to it get it set up get it configured and ready to run all those kind of things and you can build a quote out and send that to them and once they accept the quote you can convert that to an estimate or to an invoice and it's really nice to be able to do that because it just saves you know just says hey if you accept the quote I'll convert this to an invoice and you're done and in the settings you'll see there's places where you can set like uh you can set predetermined time frames so this quote is valid for 30 days or or 60 days and after that you'll have to get me to requote it because prices could have changed things like that same way with estimates same way with uh you know invoices are expected to be paid in 30 net you know that 30 days you'll pay me within 30 days or else I'll start sending your reminders and then we have to take other action right but hopefully most of your clients pay you on time so if there's any credits that you're giving for discounts for other things maybe somebody's got a credit you know that you owe them because they ordered some Hardware that you got and you send it back and they didn't want the other Hardware you needed so now you owe them a credit you can list that here and that keeps things nice and easy for you to balance out the next time you send an invoice you can just include that credit and that pays part of that invoice for them so projects is a special one I think projects is an important piece of this I would not say use this for project management itself but what this is for is to help you track the costs of a project the expenses that go along with running a project for somebody so maybe somebody asks you to do a little bit bigger job than normal you're not just coming down to some Ram or upgrade a hard drive or run updates remotely or something like that but instead they say you know we we need to redo our Network completely we' like you to come in and run cable set up new equipment make sure we have Wi-Fi throughout the building make sure we have different vlans for our guests and things like that and they won't use those terms with you but you would know to use vlans for their guest and things like that and segregate those things you know with a firewall so you go through and you basically create a project for what it would take to do that and you break that out into pieces so that they can see that and understand what those project Milestones are and how much each of those things is going to cost and you can say you know you can even set it up so that you can't have this part without you know this part so you can't have part four without having done part two you don't have to have part three but you have to have part two if you want part four part five part six that way they're not going well we want to just do four and five but you you you realize well you can't do that without doing part two so you can set up those kind of things and it's really important to be able to explain that to your customers and this is a nice way to track those expenses so tasks things that need to get done you can set up here as well and what tasks are costing or how much you're going to be billing for those things vendors is another important one for you as a business owner because as you're buying different things to provide to your clients it's important for you to have vendors and if you're trying to keep track of your expenses maybe your internet service is a is an expense that you want to include in your books so that you understand how much you're spending on internet service how much are you spending on renting a building how much are you spending on gas and mileage how much are you spending on all kinds of things and having different vendors that you keep track of that information for can be really useful so if you have special vendor where you order Ram maybe you only order from new EG uh if you order hard drives and you only order from you know Walmart or whatever you can set them as a vendor and you can track what you're what you're ordering from and that way if other people come in and you want them to start handling some of the ordering so you can get back to the it work they can look in here and see who do you order Ram from oh okay I see it's New Egg let me go make that order purchase orders um it just depends on who you're working with as to whether or not they expect to use purchase orders I would say purchase orders are usually with especially in the US or with government entities are a huge thing still um they will create a purchase order which means that you basically get the promise of payment once you've delivered your services and usually there's terms involved with whatever it is and then you can go and say okay I'm going to invoice you for this purchase order and that lets them reference whatever it was so that they can say oh yeah we see that we were already setting money aside for this we're ready to pay you and they they get you paid um not my ideal way of doing things but it's good for government because it helps them track where the money's going and helps it keep a little bit of transparency around what money is being set aside for and things like that too again on your expenses side you can just list all kinds of expenses here to help help you understand where your money's going that you're bringing in as Revenue um that's a huge part of business is understanding like where in the heck is my money going like I know I bring in a few thousand doar a month from this but for some reason I don't ever have any money well now you can try to figure out where is it going same thing as recurring uh invoices you've got recurring expenses so if you know that every month you're going to have an expense of you know $295 for your internet service you know $1,000 for your building rent you know anywhere from 350 to 450 for your electricity those kind of things right so so little recurring expenses you can list here and especially if you have a set price every month that you know it's going to be you can set that and it makes it much easier for you to get that put in instead of having to put it in manually finally there's different reports that you can run once you start getting data in here getting the data back out and making sense of it is very important so being able to run these reports and use some of these filters is going to be super useful for you as well then we've got the settings and this is a really important part that I don't always get to uh at the end but I wanted to kind of wait till the end here because there's a lot of things that you want to set up so you did some really basic setup when you started you gave it your business name you give it the type of dollar you know the type of currency you use and that was pretty much it so now you really want to kind of go through and say okay what are the rest of the things that I need to fill in here and you just need to go through and and there's tabs going across for each of these vertical sections so you want to go through each tab fill those things out to the best of your ability if you have a logo put your logo in here and upload it um you know do a few things that make it kind of your system and then uh save and then as you go down so don't forget to save as you go then as you go down you know again go through the tabs fill everything out that you can if you're not sure what it is go look it up and find out what it is and see if you need to fill it out or if it can wait set up the different you know permissions and things like that that you want or the different preferences and and again save but just keep clicking through all of your settings here because these are really important for you to get set up on the system to make sure that it's working to the best of its ability for you now you'll notice this button here this is because they do sell a wh labeled version of this um so if you want a fully white labeled version where it doesn't have anything about invoice Ninja on it you can pay them and and you know get that set up they have different pricing models for hosted systems as well I believe so you can go out there and kind of check that out that supports them that supports the open source nature of the software but really and truly of what you're seeing here there is a ton of functionality in this open source self- hostable software so again if you love something like this and you want to see it survive supporting them in some way is really important and it's it's really useful for you maybe you're just starting out and you're like I don't have any money to pay them yet start here but as your business grows and you start needing more don't forget that hey you can go pay them and get a little bit more and maybe even more help and support and things like that where they can really help you out with this so there's a lot of settings here that you should really click through make sure you understand everything that's going on here set up your system so that it works well for you it's it's extremely important I mean there's just tons here okay and don't forget to look at the tabs as you go across because there's just a lot of different things that you can set a lot of the defaults make sense for probably most people and that's why they set them that way but you may have a special case where you're like yeah that doesn't work for me I don't want to do that so you need to go through and actually set it the way you want to see it so here you can see some different setups for different how the reports will work and um this is just coming from their little snap PDF Creator if you need better PDF creation or more powerful creation you might need to go um license a different piece of PDF software that they do support but for now I'd say try it with a snap PDF creator see how it does and then if you if you're not getting a good success rate with it you can always look at something different so there you have it that's invoice ninja we got it set up we got it installed and we got everything up and running pretty quickly pretty easily these days which was great I love to see that and I love to see this product just continuing to move forward it's been out there for quite a few years years now which gives me a lot of comfort thinking you know it's going to be around for a while and I'll be able to use it for a while so that's great I hope you guys enjoyed this if you did like subscribe tell your friends about it so they can come along on the open source Journey with us and I'll talk to you next [Music] time it's your open source Advocate and I'm back and I've set up a store with a little bit of merchandise I love being your open source Advocate but I want you guys to be the open source Advocates with me so if you want to get out there and get some of this stuff and if you do let me know what you think of it thank you for subscribing