Invoicing jobs

...configurable dates and prices per configuration. 5. **Discount coupons** and email-based discounts (e.g., specific email domains get a discount). 6. **Guest account system** — registration, login, profile, NIF field, booking history, invoices. 7. **Payment integration**: - Stripe (cards, including UE/UK/international rates) - IfthenPay (Multibanco and MB WAY) — custom gateway 8. **Automatic invoicing** via InvoiceXpress API: - Invoice generated automatically on payment confirmation - Includes mandatory AT QR Code and ATCUD (handled by InvoiceXpress) - PDF sent to guest by email - Stored in admin panel - Auto credit notes for cancellations 9. **Self-service for guests**: - Modify dates (within rules) - Cancel booking with automatic refund ...

...reports. Set up the right filters, comparison periods, and schedules so the reports reach my inbox automatically. * **CRM & Projects Integration:** Ensure seamless data mapping. Closed-won deals in Zoho CRM should trigger accurate setups in Zoho Projects. Time logs (timesheets) and project expenses must sync flawlessly with Zoho Books to generate accurate project profitability reports and automated invoicing. * **Zoho Creator Setup:** Build or refine lightweight custom applications/scripts in Zoho Creator to handle any specific operational workflows or data bridges that the native CRM/Books integrations do not cover. * **Data Integrity:** Make sure every figure ties back to my existing chart of accounts and current data across all apps—no manual re-keying, just clean, a...

My Zoho Books file is current on invoicing, yet the bank side still needs work. I have 1–2 bank accounts whose past transactions must be brought into full balance. Your task is to go through each unreconciled line, match it with the corresponding entry in Zoho Books, flag or correct any discrepancies, and leave every statement fully reconciled up to today. You will be working only on reconciliation—no invoice creation or expense categorisation is required. All statements and any missing supporting documents can be provided as PDF or CSV. Deliverables • All past transactions for the specified accounts marked “Reconciled” in Zoho Books, with balances matching published bank statements. • A brief summary noting any adjustments, uncategorised it...

...virtual assistant to support a Melbourne-based live music business (Party Pack Band). Tasks may include: * responding to booking enquiries flagged by automation systems * preparing and scheduling posts * updating listings/profiles * maintaining Google Business activity * posting in Facebook/community/music/wedding groups * researching advertising opportunities * updating spreadsheets/calendars * invoicing/admin support * helping recruit musicians Tools may include: * Google Workspace * Canva * Publer * spreadsheets * ChatGPT/AI tools This is NOT just a social media role. I need someone organised, responsive, and comfortable helping maintain momentum across recurring tasks and deadlines. You should be: * organised and proactive * comfortable following systems/checklists * r...

...information system tailored for plumbing businesses. This platform will streamline operations by organizing customer requests, scheduling plumbers, tracking inventory, managing invoices, and analyzing business performance through reports. The system will analyze fictional data and must include: - Real-time emergency call tracking - Customer record management with service history storage - Digital invoicing and estimates creation - Inventory tracking for parts and supplies - Scenario simulation for business optimization Ideal candidates should have expertise in: - Developing MIS platforms with user-friendly dashboards and mobile apps - Data analysis, generation, and scenario simulation tools - Report generation to improve business operations Deliverables are expect...

...QuickBooks is highly desirable. ⸻ 4. Finance, Inventory & Operational Management Implementation and optimisation of: * Zoho Books * Zoho Inventory * Zoho Analytics Including: * Purchase order automation * Supplier management * Inventory syncing * Multi-channel stock control * Batch tracking * Sales order flows * Financial reporting * VAT configuration * Profitability analysis * Automated invoicing * Credit control * Cash flow reporting * Margin reporting * Operational dashboards All finance and inventory systems must communicate in real time with CRM and operational workflows. ⸻ 5. Legal Consultancy Systems & Client Onboarding The legal consultancy business requires: * Professional onboarding workflows * Consultation booking systems * Lead tracking * Client in...

...(2027). C. Global Scale - Ongoing | Multi-region, multi-language, continuous optimization 1. Multi-Language Support: Tamil, Hindi, English for Chennai. Future: other regional languages. 2. Multi-Currency: CAD, INR, GBP, USD with real-time conversion. 3. Regional Payment Methods: UPI or other local payment methods for India. Keep Stripe for Canada/UK. 4. India-Specific Features: GST-compliant invoicing, local vendor onboarding workflows, WhatsApp Business API integration. 5. New City Rollout: Repeatable template for launching in new Indian hubs (Bangalore, Mumbai, Delhi). 6. Ongoing Support: Performance monitoring, security updates, feature iterations, strategic advisory....

...Accounting, CRM and HR modules in a new deployment. Beyond the core installation, I want tailored workflows that reflect our current approval steps and hand-offs, plus a set of custom reports that give management real-time visibility into sales performance and key accounting metrics. CRM — pipeline stages, lead scoring, WhatsApp + email integration, automated follow-ups Finance / Accounting — invoicing, payables, receivables, multi-currency, payroll Sales — commission tracking, automated reporting HR — employee data, contracts, basic payroll structure Deliverables • Clean installation or provisioning of the latest stable Odoo version on our chosen server or Odoo-sh • End-to-end configuration of Sales, Accounting, CRM and HR modules, ready for...

...integrations ERP / Inventory Environment Odoo 10 Community Currently using Webkul Magento-Odoo Bridge Important clarification: This is NOT a heavily ERP-dependent environment. Current Odoo usage is relatively simple and primarily limited to: inventory management importing products created on eBay exporting products from Odoo to Magento We do NOT currently use Odoo for: order processing fulfilment invoicing accounting warehouse management CRM purchasing workflows Orders are currently processed directly on the sales platforms themselves. Additionally: stock synchronisation to Magento is currently non-functional and is not relied upon operationally. This means the migration complexity is substantially lower than a typical tightly-coupled ERP environment. The primary requir...

...flag anything unusual. • Invoicing – raise, send, and record client invoices so my accounts receivable ledger is always current. • Payroll management – process wages, entitlements, and statutory deductions on time, then lodge the journals in Reckon. I expect a quick end-of-day summary so I can see cash position, outstanding invoices, and any payroll issues at a glance. All work must be performed directly in my Reckon file; no external spreadsheets unless we agree they add value. Accuracy and consistency are more important than speed, but because the updates are daily, I need someone who can commit to a regular slot and respond promptly to clarifying questions during my business hours. If you’re already fluent in Reckon and can keep expense track...

...it before the paid digital marketing campaigns. * Attending product training sessions: Attendance is mandatory and part of the initial onboarding (The attender agrees to protect all proprietary information regarding). * Region targeting specific features assisting: It’s mandatory to assist in this topic especially in the region you are locating in, the main issue is about (the governmental e-invoicing, Common used PoS providers - Providing documented research on local fiscal laws/POS.) or any other related issues might be faced in the future. * Lead Sales lifecycle: The Specialist will earn a 5% commission on the total contract value of any closed deals directly generated or finalized by them....

I need a native-level Arabic sales executive who can take full ownership of our Arabic-speaking market in Saudi Arabia. Your main focus will be to demonstrate the ERP, e-invoicing, and ZATCA-compliant solutions hosted on to potential clients, answer their questions on the spot, and keep the conversation moving toward a signed deal. Day to day, you will: • Conduct live software demonstrations (Zoom, Teams, or in-person if you are already in KSA) that highlight the practical benefits of our ZATCA integration. • Craft, localise, and update all Arabic marketing assets—slide decks, one-pagers, LinkedIn posts, email templates, and landing-page copy—so every touchpoint feels natural to a Saudi audience. • Respond promptly to Arabic client inquiries by phone...

I'm looking to create a transactional website for in-game boosting services. The site should not only showcase our services but also handle transactions efficiently and securely. Key features required: - Secure payment gateway - Order tracking - Automated invoice generation Ideal...transactional website for in-game boosting services. The site should not only showcase our services but also handle transactions efficiently and securely. Key features required: - Secure payment gateway - Order tracking - Automated invoice generation Ideal skills and experience: - E-commerce website development - Experience with secure payment integrations - Familiarity with order tracking and invoicing systems - Strong UI/UX design to ensure a smooth user experience Please share examples of sim...

I'm looking for a skilled developer to create cloud-based accounting software, with a primary focus on invoicing and billing. Key requirements: - User-friendly interface for creating and managing invoices - Automated billing processes - Integration with bank accounts for real-time tracking - Customizable invoice templates - Comprehensive reporting tools Ideal Skills and Experience: - Proven experience in developing cloud-based software - Strong background in accounting principles - Expertise in UI/UX design - Familiarity with financial regulations and compliance - Excellent problem-solving skills Please include your relevant experience in your application.

...email accounts. Prior-year backup imports: the ability to ingest a Drake backup file (and potentially other tax software backups) and automatically create contacts, entities, and projects in our platform based on the prior-year data. Delivery module: auto-built branded delivery packets, built-in e-signature for engagement letters, 8879s, and other tax authorization forms, integrated payment and invoicing at delivery, K-1 distribution with per-recipient tracking, encrypted secure file sharing via magic links. Communication: notifications inbox that triages uploads, tasks, comments, signatures, and invoices in one view, automated client nudges and reminders, internal team comments and collaboration. Mobile and desktop: a mobile scanner app that lets clients scan documents direc...

...our numbers sit in Excel and a legacy accounting package; the double-entry work is slowing us down. Your task is to deploy or tailor an ERP solution so that every purchase bill, sales invoice, credit note and payment automatically flows into our existing accounting software without manual re-keying. Core scope • Configure the accounting & finance module with clean, user-friendly screens for invoicing and billing. • Map every relevant field so entries pushed from the ERP land perfectly inside our current ledger structure. • Build import/export routines (CSV, XLSX or direct API—whatever works best with the present system). • Migrate a small sample of historical Excel data to prove the process, then outline the steps so my team can repeat it. ...

...Primary Goal Build a deployable production-ready MVP capable of handling: real merchant orders real dispatch operations real driver workflows real delivery status synchronization real pricing calculation real POD tracking The system must be deployable on our own servers and fully owned by us. Required Tech Stack Backend Required ERPNext / Frappe Used for: authentication roles customers invoicing accounting integration reporting Custom Backend Layer (Required) A custom Frappe app OR separate Node.js backend is acceptable if properly integrated. Must support: dispatch engine driver assignment routing real-time updates driver earnings POD delivery lifecycle pricing engine Frontend Merchant Portal Driver App PWA or Flutter Must support: Android first mobile optimized offl...

...website built with to present our integrated GPS + TMS solution that meets Malaysia APAD compliance. The site targets end consumers and its single, clear goal is lead generation, so every screen must guide visitors toward a contact or demo request. Core content will spotlight the GPS layer—real-time tracking, geofencing capabilities and route optimization—alongside TMS essentials such as invoicing, accounting, reporting, ePOD, third-party integrations and flexible customisations. Visual storytelling, concise copy and engaging micro-interactions should work together to explain how the platform simplifies fleet operations. I expect responsive design, fast loading, SEO-friendly markup and easy content management for future updates. Wherever possible, use modular React...

I need a service-based counter billing system that replicates the way photocopy counters are charged, but built for multiple tenants under one roof. A Super Admin controls the entire platform, each tenant operates through a Company Admin, and day-to-day numbers are handled by an Accountant login. Core modules must cover billing & invoicing, challan generation and tracking, plus full asset record keeping. The billing engine has to support both fixed charges and live usage readings in the same account, letting me mix and match the two methods on any customer or asset. When a counter rolls over or an extra number needs to be billed, the calculation should adjust automatically and reflect on the next invoice. The interface should present clear dashboards for every role, PDF/CSV ...

...mobile-responsive, and ready to accept orders immediately upon launch. 2. Scope of Work Store Setup: Installation of a fast, conversion-optimized Shopify theme (Free or Premium to be discussed). Product Management: Uploading and categorizing 50-100 SKUs with SEO-friendly titles and descriptions. Functionality: Integration of a WhatsApp Support Icon for customer queries. Automated GST-compliant invoicing. Integration of an Indian Payment Gateway (Razorpay/Cashfree). Shipping integration (Shiprocket/Delhivery) with weight-based shipping rules for India. Design: Creation of 3-5 homepage banners and basic branding elements. 3. Photography Requirements (Critical) I do not have professional product photos. I need a quote for: Standard white-background photography for 50-100 products. B...

I need a straightforward, web-based invoicing tool that allows me to create professional invoices quickly and then follow them through the entire payment cycle. The core of the project is twofold: • Invoice generation – a clean form where I can enter client details, line items, taxes or discounts and instantly produce a PDF or email-ready invoice. • Payment tracking – a dashboard showing outstanding, partial and completed payments, with automatic status updates once a payment is recorded. A simple, responsive interface is essential so I can work from any browser, and I’d like the codebase structured in a way that lets us bolt on extra modules later (for example, reporting and analytics) without major rewrites. Please build with modern, widely support...

I need a complete Business Support System built from the ground up for my MVNO. The platform must cover three core areas: customer management (on-boarding, profile updates, KYC), billing and invoicing (real-time rating, invoice generation, payment collection), and order management (SIM activation, plan changes, add-ons). The new BSS has to talk to my existing network and CRM stacks in real time—APIs are already available, so you will be designing around full two-way, low-latency integration rather than batch imports. Two user-facing touchpoints are required: • A responsive web portal for customer self-care and back-office operations. • A companion mobile app (iOS & Android) mirroring the same functions. I expect modular, microservice-friendly code, c...

...sheets, past-performance declarations, pricing break-ups and any annexures the buyer requests. All documents must be formatted exactly as GeM prescribes. • Upload the bid on my seller account, monitor clarifications, submit responses, and guide me through online reverse auctions whenever they are triggered. • Once a tender is awarded, walk me through order acceptance, generation of CRAC, invoicing and timely dispatch so the transaction closes smoothly on the portal. Success for me is straightforward: bids go in on time, no compliance queries are raised, and we start converting tenders into purchase orders. If you have a track record of winning on GeM and know the latest portal rules, we can start immediately....

I’m conducting paid research with professionals who have real experience managing architecture, engineering, or consultant project workflows. I’m looking to speak with people who have worked with project budgets, phases, fee proposals, timesheets, invoicing, consultant invoices, or project financial tracking. This is a 20–30 minute video call. The goal is to understand real workflows, pain points, tools used today, and where current systems fall short. This is not a sales call. Ideal background: Previous experience in Canada or USA is must Architecture firm project manager Engineering consultant project manager Firm owner / principal Operations or finance manager in an architecture/engineering firm Experience with tools like Excel, Deltek, BQE, Monograph, Ajera,...

...my Procurement and Finance teams to understand how their daily activities tie into the overall P2I flow. Here is what I am looking for: • A short trainer bio highlighting Coupa P2I projects you have led or configured, plus any certifications that reinforce your expertise. • A clear outline of the end-to-end scenarios you will demo—from requisition creation through matching, approvals, invoicing, and reporting—showing exactly where system-admin tasks come into play (user roles, approval chains, integrations, troubleshooting). • Your recommended course length, session cadence, and the mix between explanation, hands-on practice in a sandbox, and Q&A. • Confirmation that the sessions will be delivered live over Zoom, Teams, or a similar ...

...Architecture - Clear layered project structure - Easy to maintain and extend - No complex or tightly coupled code - Following best software engineering practices - Preferred: - Repository Pattern - Professional State Management - Offline support Required Features: - Sales Management - Purchase Management - Inventory Management - Customers & Suppliers Management - Cash & Accounts Management - Invoicing System - Reports - Users & Permissions Management Required from Applicants: - Send screenshots or demo video of the system - Explain the technologies used - Provide demo version if available - Clarify whether the source code is complete and fully editable - Explain the project structure and architecture - Mention the requested price Priority will be given to p...

...onboarding (DBS, insurance, qualifications) Admin operations panel, in-app messaging, notification system What we need built or completed: Availability system rewrite (highest priority) — the existing logic is correct but consumes excessive Workload Units at scale. Must be redesigned for WU efficiency while preserving the existing data model. Organisation invoice payment flow — complete the Stripe invoicing path for care home customers (invoice creation, webhook handler, 28-day terms, admin view of outstanding invoices). Email notification workflows — Loops is connected and all templates are ready. Approximately 18 backend workflow triggers need to be wired in Bubble (bookings, payments, account events). Privacy rules and security fixes — configure Bubbl...

I'm seeking an experienced Odoo implementor to set up the following modules for my business: Sales, Inventory, Manufacturing, and CRM. Key Requirements: - Sales Module: Quotation management, order processing, and invoicing functionalities. - Inventory Module: Comprehensive stock management and tracking. - Manufacturing Module: Production planning and management. - CRM Module: Customer relationship management and sales pipeline tracking. Ideal Skills and Experience: - Proven track record in Odoo implementation. - In-depth knowledge of the specified modules. - Strong project management skills. - Ability to provide training and support post-implementation. Please provide examples of similar projects completed and any relevant certifications.

...my Procurement and Finance teams to understand how their daily activities tie into the overall P2I flow. Here is what I am looking for: • A short trainer bio highlighting Coupa P2I projects you have led or configured, plus any certifications that reinforce your expertise. • A clear outline of the end-to-end scenarios you will demo—from requisition creation through matching, approvals, invoicing, and reporting—showing exactly where system-admin tasks come into play (user roles, approval chains, integrations, troubleshooting). • Your recommended course length, session cadence, and the mix between explanation, hands-on practice in a sandbox, and Q&A. • Confirmation that the sessions will be delivered live over Zoom, Teams, or a similar ...

I need an experienced Odoo developer to extend the Sales module, focusing on the Quotations and Orders flow. The main goals are: • Build professional-looking custom quotation templates that pull the right fields dynamically and remain easy for my sales team to tweak on the fly. • Design automated workflows so a quotation can advance to order confirmation, delivery, and invoicing with as few manual clicks as possible—think triggered emails, status changes, and document generation. • Ensure these changes integrate cleanly with other core modules we already use, particularly Inventory for stock reservations and Accounting for invoice creation, without breaking any standard functionality. You should be comfortable working directly in our existing Odoo instance...

I need a standalone Windows desktop application that lets me create and manage invoices, store a searchable client database, and track incoming payments from issue to settlement—all in one place and without relying on a web browser. The program should install cleanly on modern Windows machines, load quickly, and keep all data safely on the local drive (a lightweight file-based database such as SQLite is fine, but I am open to your suggestion). I want an intuitive interface where I can: • add or edit client records and immediately pull them into a new invoice • generate invoices with automatic numbering and basic tax or discount fields • mark invoices as paid or partially paid and view real-time outstanding balances Please deliver: • a compiled 64-bit Windo...

...scheduling • Time slot management • Spa/service business support 15. DIGITAL PRODUCTS MODULE • eBook selling • Video courses • Download protection • License key management • Streaming products 16. SUPPORT & HELPDESK Features • Ticket system • Live chat • WhatsApp support • FAQ management • Knowledge base • AI chatbot 17. SAUDI / GCC LOCALIZATION MODULE Saudi Compliance • ZATCA e-invoicing • VAT calculations • Arabic RTL support • Hijri calendar • Multi-currency • Multi-language 18. AI & AUTOMATION MODULE AI Features • AI product descriptions • AI SEO content • AI chatbot • AI recommendations • Smart inventory forecasting 19....

...each finetuning, publishing or draft creation using API or MCP on blog, and website CMS (pages, blog, everything) - posting automation on socials, and task creation where posting needs human. - human in loop on everything or as needed. - where needed build RPA via python scripts to do where AI or MCP is not availale, and contstant tracking. - system also keeps track on GA, GSC, on socials, on invoicing tables etc to observe what working, what not etc. - system has human commentary system and AI improvises over time with human comments been made. One should have proven experience and portfolio of similar tools build for themselves so reusing what they have already can be great. One needs to help me make decisoinon what stack we should go with, tools we shoudl use, what our ver...

My current invoicing workbook needs to move from “mostly manual” to fully automatic. The core of the job is to build an Excel-based solution that: • Instantly generates a clean invoice sheet from order data • Pulls and pushes data through reliable import/export routines (CSV, XLSX or Power Query—whatever is most robust) • Performs every total, tax and discount calculation without the slightest manual tweak On top of that foundation I need two extras that matter a lot to the workflow: switchable custom templates (so I can brand invoices for different business lines) and a live connection to mainstream accounting software. Think of the integration as a one-click post of the final invoice straight into the ledger, keeping GL codes, customer IDs ...

...orders (about 1,000 – 10,000 packs per run) of BROWN, UNBLEACHED tobacco rolling papers and need reliable local distributors who can supply across India. Here’s exactly what I need from you: • Current price list with breakpoints for my volume range • Minimum-order quantity and lead-time per repeat order • Details on packaging options and any white-label possibilities • GST-compliant invoicing and preferred payment terms • Confirmation of nationwide shipping capability and typical transit times • Samples or photos that prove paper grammage and unbleached quality standards If you already handle hemp, flavoured, or standard white papers as well, feel free to mention them, but my immediate priority is the brown unbleached li...

...backlog clearance (no new development). Requires careful handling of production data and adherence to controlled support processes. Core Responsibilities: Backlog PO Remediation: Identify, investigate and resolve stuck or incomplete purchase orders within the ERP system to reduce operational backlog. PO Processing & Resolution: Apply standard PO lifecycle processes including receipting, invoicing and three-way matching (PO, goods receipt, invoice) to bring transactions to completion. Issue Management: Log, triage and manage PO-related issues through a service/ticketing tool (e.g. TOPdesk or similar), ensuring clear tracking and auditability. Controlled Resolution: Follow governed support processes (e.g. ITIL), respecting change control and escalating complex or high...

I need a complete hospital management platform that covers patient registration and profile management, real-time appointment scheduling, and a robust billing & invoicing module tied to our existing accounting flow. The application must recognise multiple user roles—doctors, nurses, front-desk staff, finance officers, and system admins—so each team member only sees the screens and actions relevant to their duties. A fully integrated Electronic Medical Records component is essential. Clinicians should be able to capture, edit, and view patient histories, medications, lab results, and imaging reports directly from within the same interface without having to switch systems. Access to sensitive EMR data must follow role-based permissions and standard audit logging. Key...

...Vegas heat in May • All materials and construction approaches are welcome • Movement and danceability are essential for both outfits Submission details: Please submit by September 6th at 11:59 PM EST (Eastern Standard Time): • Sketches or concept ideas (optional but encouraged, especially for emerging designers) • Your deposit amount and total amount • Your payment methods (e-transfer, PayPal, invoicing, etc.) • Commission process, terms, or any required forms • Portfolio or examples of past work (if available) • Shipping details to London, Ontario, Canada Selection process: • Shortlist finalized: September 30th • Applicants not selected will be notified • Shortlisted designers will receive follow-up questions and discussio...

...Digitally sign XML XAdES-BES with digital certificate 3. Submission to DGII * Send e-CF to the receiving endpoint * Handle response and obtain TrackID 4. Status Inquiry * Endpoint to check the invoice status using TrackID 5. REST API for our system * Endpoint to issue invoices * Endpoint to check status * Handling DGII errors Developer Requirements * Proven experience with DGII Electronic Invoicing (e-CF) * Experience working with XML, Digital Signatures, and .PFX Certificates * Knowledge of the DGII Seed Authentication Process * Experience working with API integrations or ERP/POS systems * Preferably prior experience certifying systems with the DGII Technical Information DGII Endpoints to be integrated: * /authentication/api/Seed * /authentication/api/Authenticate * /...

...deadline appeal status admin fee Logic: If PCN happened during active rental → assign to driver. 13. PAYMENTS Track: deposit weekly rent monthly rent insurance maintenance damage PCNs admin fees refunds termination fees Statuses: pending paid failed overdue partial refunded Driver dashboard: due payments history receipts disputes 14. RENT SCHEDULE / INVOICING Auto create payment schedule from contract. Example: 12 weeks @ £265 generate 12 invoices. Early termination must cancel future invoices. 15. DEPOSIT LEDGER Track: paid held deductions refund forfeiture 16. VEHICLE SWAP / UPGRADE Close old contract check-in old car check-out new car recalculate rent transfer deposi...

...campaigns, manage budgets, oversee marketing operations, optimize digital channels, and report results clearly to leadership. This role is suitable for a serious, experienced marketing leader with strong knowledge of ecommerce, performance marketing, customer acquisition, CRM, website conversion, and multi-brand growth. All communication, file sharing, project coordination, milestone setup, invoicing, and payments must remain on Freelancer.com. Role Objective The main objective of this role is to build and scale a strong marketing engine across multiple business units and brands. The selected freelancer will help Lane Automotive: Drive measurable revenue growth through marketing Improve ROI across paid and organic channels Strengthen customer acquisition and retention Impro...

...each finetuning, publishing or draft creation using API or MCP on blog, and website CMS (pages, blog, everything) - posting automation on socials, and task creation where posting needs human. - human in loop on everything or as needed. - where needed build RPA via python scripts to do where AI or MCP is not availale, and contstant tracking. - system also keeps track on GA, GSC, on socials, on invoicing tables etc to observe what working, what not etc. - system has human commentary system and AI improvises over time with human comments been made. One should have proven experience and portfolio of similar tools build for themselves so reusing what they have already can be great. Or advice mix of opensource things like openclaw or paperclip+openclaw or mix of anythig, even i am all...

...steps and show roles/responsibilities clearly. High-Level Process Flow Diagram Simple executive-level flow from signed proposal to billing, renewal, and termination. Billing Matrix Compare Advisor SaaS vs Optivisor Pay-As-You-Save, including: One-time fees Recurring subscription fees Managed Services fees Variable savings-share charges Billing frequency Billing trigger Required approval before invoicing LN/Finance confirmation needed Open Questions / Gap Register List all unclear areas that need confirmation from Finance, Accounting, Operations, or LN support. Version-Control Friendly Files Final files should be easy to update in the future. Optional PowerPoint Summary Short summary for internal management review. Preferred Experience SOP writing Business process mapping Order-...

Develop an Excel Invoicing System

We are looking for a HubSpot CRM + integrations expert to help us build a sales workflow connected to our internal operations platform. We run a cleaning/operations company and are building an internal system for dispatch, partners, invoicing, profitability and operations. We need HubSpot to become our main sales CRM. What we need help with: * Set up HubSpot pipelines properly * Build lead stages for outbound and inbound sales * Import call lists easily * Upload enriched lead lists from CSV/Excel * Assign leads to sellers * Track calls, follow-ups and outcomes * Create simple workflows for follow-up * Send quotes/offers to customers * Track won/lost deals * Report sales by seller, channel, region and service type * Connect HubSpot to our internal operations system * When a deal ...

...contracted truck operator. The operator will handle road transport of goods, broader logistics management and take care of routine vehicle maintenance. Because our consignments fluctuate, the agreement must address both fixed and variable routes, leaving us the flexibility to assign lanes as demand changes. Fuel expenses will sit entirely with the operator, so the clauses on cost allocation, invoicing, and proof-of-fuel purchase have to be unambiguous. Beyond that, I want the usual essentials covered—liability, insurance, safety compliance, performance KPIs, termination notice periods, and a straightforward payment schedule tied to monthly mileage or tonnage. Basic maintenance to be covered by operator Oil change Filter change Insurance to be covered by owner C40 insuran...

...(Owner, Accountant, Sales, Employee) Secure authentication (email/password) Restricted module visibility based on roles 2. Dashboard Overview of total sales Pending payments summary Stock status (low stock alerts) Employee performance summary 3. Inventory Management Add / edit / delete products Product categories Stock tracking (inward/outward) Minimum stock alert Inventory reports 4. Sales & Invoicing Create quotations Convert quotation to invoice Sales invoice generation Client management Payment status tracking (paid/pending) 5. Purchase Management (Vendor Side) Vendor management Purchase entry Stock update on purchase Purchase history tracking 6. Accounts & Finance (Restricted Access) Credit / Debit entry Ledger management Cashbook Expense tracking Link sales with a...

Create a modern GST accounting and business management software for Indian businesses similar to Vyapar TaxOne. The software should support desktop, web, and mobile platforms with a clean and user-friendly interface. Core Features Required: GST billing and invoicing Purchase and sales management Inventory & stock management Ledger and accounting reports Profit & loss statement Balance sheet Cash and bank management GST return filing support (GSTR-1, GSTR-3B) E-way bill and e-invoice integration Barcode billing support Multi-user access with role permissions Customer and supplier management Expense tracking TDS/TCS support Payment reminders through WhatsApp/SMS Data backup & cloud sync Multi-company support Audit reports and CA-friendly tools Technical Requirements: Front...

I run Odoo 14 and need a specialist who knows the Accounting module inside out, with a focus on making our invoicing workflow rock–solid. The system is already live, but we’re losing time tweaking templates, automating tax calculations, and chasing down errors that slip through when we generate or email invoices. Here’s what I want to achieve: • Clean, reusable invoice templates that pull the right data every time. • Automated numbering, tax, and currency handling that matches our local rules.

...a custom-built Python accounting platform and need an experienced developer to bring it back to top shape. My first priority is to eliminate the bugs that are disrupting daily use; I will supply error logs, sample data and clear steps to reproduce the issues as soon as we start. Once the application is stable, I also want to expand its capabilities with three specific additions: • Automated invoicing • Expense tracking • Financial reporting The current stack relies on standard Python 3 libraries along with Flask and SQLAlchemy, so familiarity with those tools will help you move quickly. Clean, well-commented code, passing unit tests and concise setup notes are required for acceptance—everything must slot straight into the existing Git repository and st...