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Invoice
Invoice is a web application for managing your quotes, invoices, clients and payments. The main idea behind the Invoice software is to use it for basic invoicing and client management.
Client:
InvoiceCategory:
Website DesignDate:
30 March, 2023Introduction
TeachBunny has been designed to transform the education space with its interactive learning resources and customizable pathways. Designed for both educators and learners, it offers a cool UI and comes packed with a range of personalized study materials. From engaging quizzes to comprehensive study guides, there’s something for everyone. This dynamic platform doesn’t just personalize learning; it empowers users to track their progress and celebrate achievements, fostering a sense of ownership and motivation. And TeachBunny cultivates a vibrant community where learners and educators can engage in thoughtful discussions and collaborate on projects.
Key Features
Qualified creatives with the design-chops to make your luminous dreams come true.
Effortless Invoicing and Payments
Create and send professional invoices in minutes, eliminating manual processes. Accept payments instantly through various online payment gateways, improving cash flow and reducing the need to chase down outstanding invoices.
Automated Payment Reminders
Stay on top of your finances with automatic reminders for overdue invoices. Customize the timing and content of these reminders to gently nudge clients towards making timely payments, ensuring a steady cash flow.
Comprehensive Client Management
Store and manage all your client information within a centralized system. Create detailed profiles with contact details, notes, and custom fields to personalize interactions and simplify communication with clients.
Session Booking System
Personalize your invoices with pre-designed templates that you can customize with your brand logo and colors. Customize email and PDF templates to ensure your invoices reflect your business style and professionalism.
Customizable Learning Paths
Track both billable and non-billable expenses such as fuel costs, salaries, and office supplies. Gain valuable insights into your business spending, identify areas for cost optimization, and make informed financial decisions.
Educational Resource Library
Generate detailed financial reports to understand revenue generated by each client, track monthly income and expenses, and calculate net profit effortlessly. Use these reports to make strategic financial decisions and ensure business success.
Business Challenges
- Client want a report by client wise, by custom date, by particular sales executive, by Invoice status as well as by bank account in which they received the payment.
- Client wanted to develop GST compatibility based on India rules. Client wanted to handle both domestic and international clients based on the GST rule.
- Accessing a few modules based on permission was a major challenge as it’s not like a normal permission module. Client have special requirements for few user roles which require robust logic.
- Client want a report by client wise, by custom date, by particular sales executive, by Invoice status as well as by bank account in which they received the payment.
Solutions
- Developed a custom expense module which facilitates defining expenses from client or company. Generate reports for expenses so that the company can know net revenue.
- Developed GST custom rules where company can exclude the client, state if wanted to exclude it. These GST rules are also taken into consideration while generating reports. Company can add GST at invoice level so that total bill will be product amount with GST.
- Developed custom fields module where you can define the position of the field, label of the field, required or not, description etc.. for each custom field.
- Developed access control interface so that admin can define what access is to be given to which user. Team developed access control settings for Admin, Manager and Semi Manager based on client.
- Team developed a report module along with all possible filters, search. Report will be generated in PDF format and the admin can send that report to a particular email.
- Also developed an automated report which will be sent to admin and CA at the end of every month.
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Project in Figures
5
Months Duration
1050
Estimated Hours
3
Team Size
Applied Technologies
HTML
CSS
WordPress
My SQL
PHP
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