Dashboard

You can see the summary of the application and your account at a glance. Users are able to see their number of clients, number of invoices and payments generated for that client and also the number of products/services available in stock. Also, you can see the number of paid, unpaid, partial and overdue invoices. You can also see the Income Yearly overview and the payment overview in 2 different graphs.

Clients

You can add clients from here. Furthermore, you will be able to see all enlisted clients in the data table.
With “Add Client” you can create a client account with client information and also set a password for the client which the client will be able to change afterwards.
From Data Table Action column, you can view or edit client information. You can also delete a client from here.

“View” will redirect user to the client details page. There are filters and search options to find specific clients.


At the bottom of the data table, there is an option to choose how many data you want to view at a time in the data table. You can also use the pagination to see more data.

Invoices

You can create and view all created invoices for each client.

“Add Invoice” will allow you to create an invoice for a client. In “Add Invoice” modal you can choose the currency, due date, invoice status and recurring payment (timeline for recurrence). Invoice number is Auto generated. And can be set from the Invoice settings.

After creating invoice it will look like the following image

You can perform Several action on each invoice, such as

• Download: will download the invoice
• View: will redirect to the invoice page where you can see the invoice and send it to the client
• Add Payment: Will allow you to make payment for that invoice, and you can choose payment method
  (by default it's cash, but you can add a new payment method from settings.)
• Edit: Will allow you to edit created invoice
• Delete: will delete the invoice
• You can perform search using invoice numbers. And also filter data using the invoice creation dates.

Recurring Invoice

Generate and Autosend the renewed invoice to the client.

Create a recurring invoice:

When you add/edit an invoice, you have a recurring option YES/NO. And the first issued invoice is the parent/main invoice. The invoice will be re-created automatically based on your setup for the recurring invoice cycle (Monthly/Quarterly/Semi-Annually/Annually).

You can stop recurring invoice from the action. Go to Invoices > Action > select "Stop recurring".

And the recurring invoice due date will: Seven days (default) will be added with the date of creation of the invoice. The dates in the examples are shown in Y-m-d format.

Estimates

When an estimate is created you can edit, delete, download, resend. You can also clone a created estimate to an invoice.
All created estimates are shown on the Estimates list and you can easily edit or delete. You can also filters to quick search for a spacific estimate by client, status, date and estimate number.

Payments

You can create and view all created Payments for each client.
“Add Payment” will allow you to create a payment for a client. In “Add Payment” modal, you can choose the payment method.

You can perform Several action on each invoice, such as

• Edit: Will allow you to edit created Payment
• Delete: will delete the Payment
• You can perform search using invoice numbers. And also filter data using the invoice creation dates

Products

You Can find your product information here.
You can add a new product simply by clicking on “New Product” button.
Likewise, you are also able to perform edit/delete action for any product. Furthermore, you can also set a category for each product. To add a new category, you can simply click on “categories” button and add/edit/delete categories from there.

Expense

Here you can store your all expenses with the purpose of expense.

Reports

You can see 4 types of reports

• Payment Summary: Shows a data table with history of all payments
  
• Client Statement: Shows the client payment status through a data table.
  
• Invoice Report: Shows the invoice status, amount due through a data table
  

Users & Roles

Create application Users and assign them particular Roles from here.

Functions that you can perform here

• Send invitations to email addresses to add them as application users.
  
• Filter them as All Users, Active, Inactive and Invited.
• Add Role with specific permissions.
  
• Manage Role with specific permissions.
  
• Mange User with Roles
  

Settings

For the efficiency and better user experience of the application we offer some custom settings options for the user. Here you can set different type of settings based on the need of your organization.

Settings related settings are listed bellow

• General settings

  • Go to "Settings" > "App Settings" > "General"

  • You can set your Company name.

  • Company logo is used in you application. Select image of your logo.

  • Upload an icon as Company icon of the application.

  • Upload your Company banner of the application.

  • Change suitable Language for application.

  • Set Address Details of your company

  • Set Date and Time format and Timezone the way you want to see date/time in your application.

  • Decimal separator, Thousand separator, Number of decimal also can be set.

    

• Mail settings

  App level configuration will be used for app related processing. For example inviting user, password reset email, Notification etc.

  • Go to "Settings" > "App Settings" > "Email Setup"

    

• Notification settings

  • You can update settings from here and also can update the template of notification. You have the following options.

    • You can set channels where the notification will send.

    • You can set / choose users who will be notified on selected events.

    • You can set / choose roles to set these audiences under that roles to get notified.

      

    • You can set up the template for the notification by clicking the Update Button

      

    When updating template to insert tag into template you have to click on the tag to insert. But for something like url or image you have add them from editor menu. From above screenshot if you want to add the {resource_url} tag to the template. Click on the link option and add it in second input. Add your link header in first input. For {app_logo}, Click on picture from editor menu and add this to the input box

• Payment Methods

  Go to "Settings" > "Payment Method Setting" You can Add/Edit/Delete payments methods

  

• Invoice Settings

  Go to "Settings" > "Invoice Setting" You can set invoice logo and invoice starting number which will auto increment upon per creation of new invoices

  

• Tax Settings

  Go to "Settings" > "Tax Setting" You can add tax from tax settings

  

• Sms Settings

  Go to "Settings" > "Sms Setting" If you check Send auto sms then after create invoice and payment done client will get message.