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Simple Online Invoicing Tool

This is part one of a three stage project.

Simple online invoicing module:

simple wizard process for initial set up proces

add/edit/del products and services

add/edit/del clients

add quotes/invoices

convert quotes to invoices

raise and apply credit notes

create and email .pdf copies of quotes/invoices/credit notes

assign payments

3 pre-set invoice templates that can be modified with embedded logo

recurring invoices

handle multiple VAT Rates (sales tax)

list outstanding quotes and auto remind clients

MAIN FOCUS

Simplicity and ease of use

Large menu set up to be simple and clear with 3 key areas:

Customers

Invoices

Payments

Simple Dashboard showing:

number of invoices raised (total)

value of invoices raised (total)

amount outstanding (total)

drill down to

to above per client

all above reports over varying periods eg this month, last month, last quarter, this financial year plus comparatives for previous 1-5 years

Navigation

Page links to answer a user requirementeg

I want to raise an invoice

I want to create a customer

How much does my customer owe me?

Design

Simple and easy use:

When creating an invoice, type ahead to list relevant clients or auto-create a new client in DHTML layer and seamlessly continue with invoice.

The same with new products/services.

Automatic emailing of reminders to client on a defined schedule eg weekly until 1 week from due date then daily.

Ability to see that email has been delivered or read

Target Users

The product will be used by our clients who range from plumbers and bricklayers to small hi-tech companies and will be offered free to them.

The remaining two parts of the project (which are to put out to tender separately) once this small tester is functional are

1. non-vat and

2. vat capable bookkeeping tool

Both of these will be subscription based products

Skills: Javascript, PHP

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About the Employer:
( 0 reviews ) Aldershot, United Kingdom

Project ID: #3452455

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