Custom Invoice report

The Custom Invoice report lets you generate a printable invoice directly from Jira issues and worklogs. It calculates totals from time logged and an hourly rate, and adds your company / recipient details.

Open

Custom Invoice report

Open the Custom Invoice report

1. In Jira, open Report Builder.

2. Click Create report.

3. From the list of templates, select Custom Invoice.

You’ll see:

• Configure panel on the left.

• The invoice preview in the center.

• Toolbar in the top-right (e.g. Add to My Reports, export/print icons).

Configure data for the invoice

Select issues

• Issues
  Choose where to take the issues from – for example a project, board, or saved filter (e.g. Project DPT app for Cloud…).

Only issues from this selection will be used as invoice line items.

Define the time range

• Range
  Select the period of worklogs to include in the invoice, e.g.:

  • Last Month

  • This Month

Only work logged in this period will be counted as Quantity in the invoice.

Hourly rate

• Hourly Rate
  Set the price per hour (e.g. 100).

The report calculates:

• Quantity – total hours from worklogs for each issue.

• Unit Price – your hourly rate.

• Total – Quantity × Unit Price.

Company and recipient details

Fill in the fields in the Configure panel to personalise the header and footer of the invoice.

Your company (sender)

• Link to Company Logo
  URL or identifier of your logo (shown at the top-left of the invoice).

• Company Name
  Name of your organization (e.g. Actonic Products).

• Company Address
  Full postal address, displayed under the company name.

These details appear in the left part of the invoice header.

Recipient (customer)

• Recipient Company Name
  Name of the customer (e.g. ACME LTD.).

• Recipient Company Address
  Customer’s postal address, shown on the right side of the header.

Contact information

These fields populate the contact block at the bottom of the invoice:

• Telephone – main phone number.

• Fax – fax number (optional).

• Email – contact email shown on both sides.

• Web Address – your website URL.

Invoice header fields

• Invoice number
  Unique identifier of the invoice (appears at the top-right, e.g. Invoice #35A-9H24).

• Date
  Filled automatically with the report execution date (can depend on configuration).

• Project / Period description
  The project and range you selected effectively describe what the invoice covers (e.g. “Last Month” for a specific Jira project).

Understanding the invoice table

The main table shows one row per issue:

• Quantity
  Total hours logged in the selected period.

• Description
  Usually the issue key and summary (e.g. [GDPRCL-683] The message "Canceled …").

• Unit Price
  The hourly rate you entered.

• Total
  Quantity × Unit Price for that issue.

At the bottom of the table you see:

• Subtotal – sum of all line item totals.

• Total Due By Date – final amount due (often the same as subtotal unless your template adds taxes or discounts).

Saving and exporting

Once everything looks correct:

1. Click Add to My Reports to save the configuration for reuse.

2. Use the export / print icons in the top-right to:

   • Export the invoice (e.g. to PDF) for sending to the customer.

   • Print it directly.