Invoice
Intoduction
Invoice is a full featured web application for managing Invoices. Client wanted to manage expenses, GST rules, access control, custom fields and automated reports. The client provided a list of features and functionalities that were required and our team met with client to understand their business, and challenges. We created a timeline of milestones and deliverables of the project for smooth execution.
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.
Customizable Invoice Design
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.
Expense Tracking and Reporting
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.
In-Depth Financial Reporting
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
It was complex for our team to understand the few features as the client did not have wireframe and design. The client just provided us with descriptions of what they needed. Security and privacy are of utmost importance. Some of the challenges that came along the way are:
- 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
Our team loved the challenges of developing the Invoices application. With the help of a number of meetings with the client we understood the idea of what the client needed and in the end, our team came up with the solution for each challenge.
- 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.
- Implemented Google Event Tracking for client visibility into all customer actions on the site.
- 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 Man-Hours
3
Team Size
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