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:

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.

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)

Feedback and support

Bug reports, feature requests, and questions all go to the GitHub issue tracker. It is the only place I track them, so an issue will always get further than a review comment.

• Report a bug — please include your Obsidian version, your operating system, and the steps that reproduce it.
• Request a feature — describe the workflow you are trying to make faster; that is more useful than a proposed solution.
• Browse open issues — worth a look first, in case it is already tracked.

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.

More plugins by the same author

Small, local-first Obsidian plugins that each do one job and keep your data in your vault. All of them are in the community directory — search the name under Settings → Community plugins.

Search and views

• Vault Spotlight — keyboard-first command center — fuzzy search, saved workflows, and result actions.
• Bases Power Pack — kanban, calendar, Gantt, and outline views over your notes or a .base file.

Vault health

• Vault Triage — find stale, orphaned, unfinished, and metadata-broken notes, then work through them.
• Attachment Audit — find orphaned, duplicate, oversized, and misplaced attachments, then clean them up safely.
• Patina — score every note's staleness from edits, opens, and inbound links.
• Vault Router — move new notes out of Inbox with fast local routing rules.
• FlowKit Health Dashboard — find which add-on is breaking your vault, and score every one installed.

Writing and research

• Prose Lens — live writing feedback — passive voice, adverbs, hedges, cliches, and a reading grade.
• Prior Art — show similar existing notes while you write, and merge duplicates without losing links.
• Standing Questions — track the open questions in your vault and surface new notes that may answer them.
• Unwritten — report the notes you never wrote — unexplained link pairs, stub hubs, unreasoned decisions.
• Effort Index — measure the editing time behind every note and resurface the expensive ones.

Time and billing

• Task Calendar Bridge — export dated Markdown tasks to standards-based ICS calendar files.
• Time Tracker and Invoicing — track billable time against notes and projects, then invoice by client.

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.