A GST-Compliant System For Invoice Management

Technology

PHP, CodeIgniter, MySQL

Industry

Business Services

Project Type

Invoice system

Country

India

About The Project

We built a high-performance invoice system for a client. They wanted to simplify their invoicing & billing process. So our team met with them to understand their business goals and the challenges they were facing. The client’s primary concerns were managing expenses, GST rules, and report creation. By analyzing their requirements, our experts created a roadmap for development and delivery timeline.

Key Features

The following are some of the most crucial functionalities the client required for their invoicing tasks.

Invoice Creation and Payments

Create and send professional invoices in minutes, eliminating manual processes. Accept payments instantly through various online payment gateways.

Automated Payment Reminders

Get automatic reminders for outstanding payments. Customize the timing and content of these reminders to ensure timely payments.

Customer Profile Management

Store and manage all your customer information within a centralized system. Create detailed profiles with contact details, notes, and custom fields to personalize details.

Customizable Invoice Design

Personalize invoices with built-in templates that you can customize with your brand logo and colors. Customize email and PDF templates to ensure your invoices reflect your brand.

Expense Tracking and Reporting

Track both billable and non-billable expenses such as fuel costs, salaries, and office supplies. Get valuable insights into your business spending.

Detailed Financial Reporting

Created detailed financial reports to understand revenue generated by each client, track monthly income & expenses, and calculate net profit. Use these reports for strategic financial decisions.

Major Project Challenges

Given the client’s financial data and customer information, security and privacy were our two priorities. And developing some features required brainstorming, since the client only had a description of what they needed. But we always love to tackle challenges.

Here are the most important features the client asked for:

Create custom reports that can be filtered by customer, date, sales executive, payment status, and even back account.
They needed a GST-compliant system with Indian rules and regulations. They wanted to handle both domestic and international customers in accordance with the latest norms.
A few modules can be accessed only by key persons. The client had special requirements for a few users, so we built a custom logic for permissions and access.
The client needed a comprehensive dashboard to get an instant overview of all invoices and their payment statuses.
They required functionality to track expenditures made during a month or quarter with several custom rules.

Solutions & Impact

After meeting with the client, understanding their needs, and conducting research and ideation, our developers came up with solutions for every challenge. We picked CodeIgniter and MySQL as they are reliable options to build a web application and store data securely.

Here is a summary of the features we built:

Developed a custom expense module that allows defining expenses from the client or the company. Generate expense reports so the company can determine its net revenue.
Integrated GST rules with a custom logic. The client can exclude specific customers or states if desired. These GST rules are also taken into consideration while generating reports. GST can be added at the invoice level so that the total bill is the product amount plus GST.
Built an access control interface so that the super admin can define what access is to be given to which user.
Developed a reporting module where the client can create custom reports with different fields. The report will be generated in PDF format, and the admin can send it to a specific email address.