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
convert quotes to invoices
raise and apply credit notes
create and email .pdf copies of quotes/invoices/credit notes
3 pre-set invoice templates that can be modified with embedded logo
handle multiple VAT Rates (sales tax)
list outstanding quotes and auto remind clients
Simplicity and ease of use
Large menu set up to be simple and clear with 3 key areas:
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
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?
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
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