Invoice Forge

You already wrote down the work. Invoice Forge finds #billable entries across your Obsidian notes, builds the invoice, and marks each item billed so nothing is missed or charged twice.

Find the billable work hidden in your daily notes and turn it into a client invoice — without re-entering it in another app. Built for the solo consultant or freelancer who bills hourly and already lives in their vault.

How it works

Add a billable line anywhere in your notes (daily notes work great):

- #billable #client/acme 09:00-11:30 Implemented auth flow
- #billable #client/acme 2.5h Landing page revisions
- #billable [client:: Beta LLC] [time:: 1h30m] [rate:: 90] [date:: 2026-06-25] Design review

Recognized tokens on a #billable line:

Token	Meaning
#client/<slug> or [client:: Name]	Which client to bill
09:00-11:30, 2.5h, 90m, 1h30m	Duration, as a time range or an h/m value on the line
[time:: 1h30m], [hours:: 2], [duration:: 90m]	Duration as an inline field (a bare number is only read here, not loose on the line)
[rate:: 90]	Per-entry rate override (optional)
[date:: 2026-06-25]	Entry date (optional)

When no date token is present, the entry date falls back to the note's frontmatter date, then a YYYY-MM-DD in the filename (daily notes), then the file's modified date.

Billable lines work in bullet lists, checkboxes, or numbered lists (1. #billable …) — the list marker never leaks into the invoice.

Run Create invoice (ribbon icon or command palette), pick a client and date range, and Invoice Forge collects every matching entry into a numbered invoice note.

After creation, each source line receives a portable [invoice:: INV-…] marker. Invoiced work is excluded from later scans, so it cannot be billed twice. Lines inside fenced code blocks and YAML frontmatter are ignored, so example #billable lines in your notes are never billed — and any #billable line Invoice Forge can't parse (e.g. a typo'd time) is surfaced, not silently dropped, so tagged work never disappears from an invoice.

Getting paid

Invoicing is only half the job — collecting is the other half. Invoice Forge tracks it:

• Mark invoice as paid — on the open invoice note, or pick from a list of unpaid ones. It stamps status: paid and a paidDate in the frontmatter (and stops any reminders).
• Mark invoice as unpaid (reopen) — undo the above if a payment falls through.
• Show outstanding invoices — an on-demand snapshot: how many are unpaid, how many are overdue or due soon, and the total owed per currency.
• Void invoice — sent the wrong invoice? Voiding trashes the invoice note and removes its [invoice:: …] marker from every source line, so that work is billable again — then just run Create invoice to reissue a corrected one (with a fresh number). A confirmation shows exactly how many lines will be released before anything is deleted.

All four are free. The Pro due-date reminders add automatic nagging in the background.

Free vs Pro

Pro is $15, one-time — no subscription. One recovered forgotten hour usually pays for it. The full capture → invoice → billed workflow is free.

Area	Free	Pro
Scan notes for #billable, preview unbilled hours by client	Yes	Yes
Client management (rate, currency, address, #client/<slug>)	Yes	Yes
Numbered Markdown invoices with line items & totals	Yes	Yes
Payment-status frontmatter (unpaid/paid/overdue, Dataview-queryable)	Yes	Yes
Mark invoices paid / reopen, on-demand outstanding summary	Yes	Yes
Void & reissue (release billed lines for correction)	Yes	Yes
Source-note billing markers (can't be billed twice)	Yes	Yes
PDF / print export with your logo & business header	No	Yes
Tax (VAT/GST/sales) & per-client currency	No	Yes
Due-date reminders for unpaid / overdue invoices	No	Yes

Purchase: Buy Me a Coffee — Invoice Forge Pro. License keys are verified offline (Ed25519) — no account, server, or subscription.

Privacy & platform

Invoice Forge is local-first: it reads and writes notes in your vault and never phones home — no account, no network calls, no telemetry. Your rates, clients, and invoices stay in your vault.

Capture, scan, and invoice generation work on desktop and mobile. PDF export is a desktop step (it opens a printable invoice for Print → Save as PDF).

Install

Community plugins (recommended): open Settings → Community plugins, search Invoice Forge, and install it — one click, auto-updates. Then open Settings → Invoice Forge to add your business details and clients.

Manual install:

1. Copy main.js, manifest.json, and styles.css into .obsidian/plugins/invoice-forge/
2. Enable Invoice Forge in Settings → Community plugins
3. Open Settings → Invoice Forge to add your business details and clients

Activate Pro

1. Purchase Invoice Forge Pro ($15 one-time) — the buy link is in the plugin's settings tab under License key, or on Buy Me a Coffee
2. Your license key is emailed to you automatically, within seconds — delivery is fully automated, no waiting
3. Open Obsidian → Settings → Invoice Forge
4. Paste your license key — Pro unlocks immediately (offline verification)

Development

npm install
npm run build   # production bundle → main.js
npm test        # typecheck + lint + unit & license tests

Maintainer/license-tooling notes live in docs/maintaining.md.

Support & guarantee

Questions, bugs, or feature requests are welcome on the GitHub issue tracker. Not the right fit for your workflow? Email within 14 days of purchase for a refund.

Listed as Optional payments in the Obsidian Community directory (free core + paid Pro unlock). Built for the Obsidian community.