Invoice

Technology

PHP, CodeIgniter

Industry

Business Services

Project Type

Invoice system

Country

India

Introduction

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

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Quotes, Invoices, Payments

Invoice is a solid application to manage your complete billing circle: from quotes over invoices to payments.

Manage your Clients

The application provides CRM-like management for your clients. Enter contact details, notes or add custom fields.

Projects Management

We have implemented a basic project and task management system as well which is also available in invoice application.

One-Click Online Payments

The invoice system allows your clients to pay the invoices by using different payment providers like PayPal, Stripe and Direct Bank Transfer.

Customizable

You can completely customize the invoice application to make sure it fits your needs. You can select from different themes, set amount formats, and modify email & PDF templates or many more.

Multi Language Interface

Invoice is translatable into any language. Admin can choose their preferred languages and all modules content will be loaded accordingly.

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.
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.