Redmine Billing

Finance

5.0 (0)·New installs

An ERP-lite billing & subscription suite — invoices, subscriptions, payments and procurement in one native, order-to-cash and procure-to-pay module.

$199 / single server

Multiple servers: $399

5-working-day refund12 months updatesSource included

The Billing Dashboard inside Redmine 6: revenue this month, MRR and ARR, receivables and payables tiles, a six-month revenue chart, and tables of recent and overdue invoices — Billing dashboard Revenue this month, MRR and ARR, receivables and payables, with the counts that need attention underneath.

Record types: 9, from customer to purchase order
Reports: 5 built in
Scheduled jobs: 15, with a health log
Languages: 51
Core files patched: None

Invoices

Draft, post, send, collect. Line items carry their own tax and discount, numbers follow a monthly sequence, and a print-ready page opens for saving as PDF.

Subscriptions

Monthly, quarterly or yearly plans with trial days and an end date. A daily job raises each invoice and moves the next invoice date on.

Payments

Record cash, bank transfer, card, PayPal, cheque or UPI receipts with a reference. Part payments leave the balance open and the status correct.

Purchasing

Vendors, purchase orders and vendor bills. Receive against a PO, turn it into a bill, pay it, and watch payables fall on the dashboard.

Five reports

Revenue by month, subscription MRR and ARR, invoice ageing, vendor payables and a payments ledger, each with its own date range.

Scheduled jobs

Fifteen rake tasks mark invoices overdue, send reminders, renew subscriptions and mail summaries. Every run is logged with duration and result.

See it running inside Redmine

Every screenshot on this page comes from a stock Redmine 6.1 install with the plugin dropped into plugins/. Billing sits under Redmine’s own header, project tabs and sidebar, because that’s where it runs.

Invoice list with status badges, balances and overdue highlighting — Invoices Every invoice with its total, open balance and status. Overdue rows are tinted and show how many days late they are. Search by number or customer, or filter by status.

Customer page with company information, financial summary and addresses — Customer 360 A customer record gathers company details, both addresses, total invoiced, total paid and the outstanding balance, with tabs for contacts, invoices, subscriptions, payments and notifications.

Subscription list with plan, cycle, amount, next invoice date and status — Subscriptions Monthly, quarterly and yearly plans with their next invoice date. Activate, pause, resume or cancel; a daily job raises the invoice when the date arrives.

Payments ledger listing customer and vendor payments with method and status — Payments Customer receipts and vendor payments in one ledger, with method and reference. Validating a payment updates the linked invoice or bill and its status.

Purchase order list with vendors, expected delivery dates and statuses — Purchase orders Purchase orders move from draft to RFQ sent, confirmed, received and billed. When goods arrive, Create Bill turns the received lines into a vendor bill.

The billing side of the work you already track

Sales, catalogue, purchasing and reporting, each switchable per project as its own Redmine module, so a team sees only the parts it uses.

Invoices

Draft, post, send, collect. Line items carry their own tax and discount, numbers follow a monthly sequence, and a print-ready page opens for saving as PDF.

Subscriptions

Monthly, quarterly or yearly plans with trial days and an end date. A daily job raises each invoice and moves the next invoice date on.

Payments

Record cash, bank transfer, card, PayPal, cheque or UPI receipts with a reference. Part payments leave the balance open and the status correct.

Customers and contacts

Company records with billing and shipping addresses, currency, payment terms and a logo, plus typed contacts with one marked primary. Import from CSV.

Product catalogue

Services, products and subscription plans with price, cost, tax rate, unit and billing cycle. Pick one on an invoice line and the rest fills in.

Purchasing

Vendors, purchase orders and vendor bills. Receive against a PO, turn it into a bill, pay it, and watch payables fall on the dashboard.

Five reports

Revenue by month, subscription MRR and ARR, invoice ageing, vendor payables and a payments ledger, each with its own date range.

Email in their language

Nineteen notification types, switchable per customer or vendor. Templates are stored per language and fall back to English when one is missing.

Scheduled jobs

Fifteen rake tasks mark invoices overdue, send reminders, renew subscriptions and mail summaries. Every run is logged with duration and result.

From draft to paid without leaving the project

An invoice stays editable while it’s a draft, locks when you post it, and follows the money from there.

1. Build it

Pick a customer and the currency, due date and terms follow. Add lines from the catalogue or type them; tax and discount are worked out per line.

2. Post and send

Post finalises the invoice and its number. Send Email uses the customer’s language template, and the PDF view is ready to print or attach.

3. Collect

Register Payment records a receipt against the invoice. The balance and status move to partially paid or paid; a daily job flags anything overdue.

Invoice INV-2026-09-00009, partially paid: three line items with tax and a 10% line discount, totals, paid amount, balance due and one recorded payment — The invoice page Actions at the top right, totals on the page, and the payments received listed underneath.

The print-ready version of the same invoice with company details, bill-to address, line items table and totals — The customer’s copy A clean print layout with your company profile, the bill-to block, notes and terms.

Customer list with contact, email, currency, active subscription count, outstanding balance and status — Customers Currency, live subscription count and outstanding balance per account, with CSV import.

A customer’s Contacts tab listing four contacts with designation, email, type badges, a primary marker and status — Contacts Billing, technical and decision-maker contacts per customer, one of them primary.

Subscriptions that raise their own invoices

Set the plan up once. The plugin works out MRR and ARR, generates each cycle’s invoice and tells you which plans are about to end.

Three billing cycles

Monthly, quarterly and yearly plans, all normalised into one MRR figure on the dashboard.

A clear lifecycle

Draft, active, paused, cancelled and expired, with activate, pause, resume and cancel buttons on the plan.

Invoices on schedule

The daily job bills every active plan that is due and advances its next invoice date.

The full history

Each plan lists the invoices it has generated and whether they were paid.

Subscription report with active count, plans expiring in 30 days, MRR and ARR, above a table of active subscriptions — Subscription report Active plans, those expiring within 30 days, MRR and ARR.

Products and services catalogue with code, type, price, tax percentage, billing cycle and status — The catalogue Plans, services and physical products share one list, each with its price, tax and cycle.

The other half of the ledger

Track what you owe with the same care as what you’re owed. Purchase orders become vendor bills, bills become payments, and payables stay on the dashboard next to receivables.

Vendor list with contact person, email, category, outstanding payable and status — Vendors Suppliers by category, with what you currently owe each one.

A partially received purchase order showing ordered and received quantities per line and the order total — Purchase orders Ordered against received quantities on every line.

Vendor bills list with due dates, totals, balances and draft, confirmed, overdue and paid statuses — Vendor bills Confirm, pay or cancel; overdue bills stand out.

Answers finance asks for every month

Five reports read straight from the invoices, bills and payments above, so the numbers match what the lists show.

Revenue report for a date range: total revenue, payment count, revenue by month and the payments behind it — Revenue Collected revenue by month for any date range, with every payment behind the total.

Invoice ageing report with totals for current, 1–30, 31–60, 61–90 and 90+ day buckets — Invoice ageing Open balances in five buckets, from current to more than 90 days late.

Vendor payables report with total billed, total paid and pending amounts above a list of vendor bills — Vendor payables Billed, paid and still pending across your suppliers.

Payment report with customer receipts, vendor payments and net cash flow for a date range — Payments Receipts, vendor payments and net cash flow for the period.

The chasing happens on its own

Point cron at one rake task and the plugin does the daily round: renewals, reminders, overdue flags and summaries. You can see every run afterwards.

Last run and last success

For each of the fifteen jobs, on one page.

Duration, records and errors

Duration, records processed and the error message when a run fails.

A built-in health check

Alerts when a job has gone stale.

What the jobs do

Generate subscription invoices, send renewal reminders, mark overdue invoices, send overdue reminders and vendor bill due reminders, mail a daily billing summary and a monthly revenue report, and expire subscriptions.

Cron job logs: a health summary of fifteen jobs with last run, last success and status, above a table of recent runs including one failure — Cron logs A health summary for all fifteen jobs, above a table of recent runs.

Email templates grouped by event, with German, English, Spanish and French versions of the Invoice Created template — Templates per language One event, as many languages as you bill in, with {{variables}} for the details.

A customer’s Notifications tab with a preferred email language and on/off switches for invoice, payment and subscription notifications — Preferences per account Choose the email language and switch individual notifications off for one customer or vendor.

Redmine roles decide who sees the money

Billing is split into seven project modules and thirteen permissions, all granted through Redmine’s own Roles and permissions screen.

Module	Permissions
Billing	View billing · Admin billing settings
Customers	Manage customers · Manage customer contacts
Invoices	Manage invoices · Manage payments
Products	Manage products
Subscriptions	Manage subscriptions
Purchasing	Manage vendors · vendor bills · purchase orders · vendor contacts · notification preferences
Reports	View reports · View cron logs

Redmine project settings, Modules tab, with separate checkboxes for Billing, Billing Customers, Invoices, Products, Subscriptions, Purchasing and Reports — Project modules Turn on only the parts a project needs. Each module adds its own tab.

Settings Company profile, currencies, number prefixes, payment defaults and tax rates on one admin page.

What it runs on

Built and tested against current Redmine. Nothing in Redmine’s core is overridden, so core upgrades stay ordinary upgrades.

Concern	Supported	Notes
Redmine	6.x, 7.x	Screenshots on this page are from Redmine 6.1.2.
Ruby	3.4+	Matches the Ruby versions Redmine 6 supports.
Database	MySQL	Twenty-five migrations create and extend the plugin’s own billing_* tables; no Redmine table is altered.
Languages	51 locales	A locale file for every language Redmine ships, following each user’s own language setting.
Currencies	Configurable list	USD, EUR, GBP, INR, AUD, CAD, SGD, AED and JPY by default; add your own codes in Settings.
Themes	Any Redmine theme	Pages render inside Redmine’s standard layout and sidebar.

Document numbers, each with a prefix you can change in Settings
Document	Example
Invoices	INV-2026-10-00012
Payments	PAY-2026-10-00007
Vendor bills	VB-2026-10-00003
Subscriptions	SUB-2026-0012
Purchase orders	PO-2026-0007

Billing or Finance: which one do you need?

Billing covers invoices, subscriptions, payments, vendors and purchase orders. Finance adds contracts with included hours, timesheet billing with billing and cost rates, project billing plans, expense claims and the profitability reports. If you only send invoices, Billing is enough. If you want to know what a project earned, choose Finance.

Feature	Redmine Billing	Redmine Finance
Customers	Included	Included
Invoices	Included	Included
Payments	Included	Included
Products	Included	Included
Subscriptions	Included	Included
Purchasing	Included	Included
Contracts	Not included	Included
Timesheets and rates	Not included	Included
Expenses	Not included	Included
Reports	5	10
Scheduled jobs	15	18
Modules	7	10
Permissions	13	20

Install in three steps

Requires shell access and the ability to run rake tasks. Always back up before installing a plugin.

Copy the plugin into your plugins directory

# unpack the package from your email or download link, then
cp -r redmine_billing $REDMINE_ROOT/plugins/redmine_billing

Migrate, precompile assets and restart

cd $REDMINE_ROOT
bundle exec rake redmine:plugins:migrate RAILS_ENV=production
bundle exec rake assets:precompile RAILS_ENV=production
touch tmp/restart.txt

Turn it on in Redmine

# Administration → Roles and permissions → grant the billing permissions
# Project → Settings → Modules → enable the modules you want
# Billing → Settings → fill in your company profile

Schedule the jobs

# every daily billing job, 06:00
0 6 * * * cd /path/to/redmine && bundle exec rake billing:cron:daily RAILS_ENV=production
# monthly revenue report, 1st at 07:00
0 7 1 * * cd /path/to/redmine && bundle exec rake billing:cron:send_monthly_revenue_report RAILS_ENV=production

How is this different from Redmine Finance?

Does it patch or override any Redmine core files?

No. It registers its modules, permissions, menus and routes through the standard Redmine::Plugin.register API and adds its own controllers, models and billing_* tables.

Is this a full accounting system?

No. It covers invoicing, receivables, subscriptions, purchasing and payables for teams that already live in Redmine. There is no general ledger or double-entry bookkeeping, so most teams keep their accounting package and use these reports to feed it.

Can it take card payments online?

Payments are recorded by your team, with Stripe and PayPal available as payment methods alongside cash, bank transfer, cheque and UPI. The plugin does not host a checkout page or charge cards itself.

Can I use billing globally and inside a project?

Yes. A Billing entry in the top menu opens the suite for anyone with the permission, and every screen is also available under a project with its own tabs, as in the screenshots above.

How are invoice emails translated?

Each customer and vendor has a preferred email language. When a notification fires, the plugin uses the template for that language and falls back to the English one if you haven’t written it yet. The Redmine interface itself follows each user’s own language.

Can I import my existing customers and products?

Yes. Customers, products and vendors each have a CSV import with a downloadable sample file showing the expected columns.

What happens if a scheduled job fails?

The run is recorded as failed with its error message on the Cron Logs page, and the job summary shows the last time it succeeded. A separate health-check task alerts when jobs stop running.

Does anything leave our server?

Only the emails you choose to send, through Redmine’s own mail settings. There is no external service, no licence phone-home and no telemetry.