In Progress

Invoice for small service company

Invoicing for a mainly Service company

Specification for Invoicing System.

Contacts:

This is a standard contact table but have split the address info as some of my client's have two addresses How I see this working is you create a Contact then add addresses.

id

Title

First Name

Last Name

Home Phone

Office Phone

Mobile Phone

Email Address

Skype Name

Default Address id

Notes ---> Nice big blob field where I can write private notes

Address:

id

Contact Id

Address Line 1

Address Line 2

Address Line 3

Postal Town

County

Post Code

Mileage

Products:

This will contain my products that I regularly bill for, there are not many, my time being the major one.

id

Product Name

Product Description

Product Price

Invoice:

This is the master invoice record

id

Customer id

Invoice opened date --> this is the date of the first item that was added

Invoice date --> this is the date the invoice was compiled

Invoiced Items:

id

Invoice id

Item Date

Product Quantity

Product Name --> Can be entered or come from product table. The reason for this is that I sell a lot of one off items that don't need to clog up the products table

Product Description --> This should default from the product table, if product was there, but can be edited or just be entered

Product Price --> This Should default from the product table if product was there but can be edited or just be entered

Invoice Status:

id

Status --> Examples of this are --> Open, Sent, Bank Transfer, Cheque In Post, Overdue, Paid, Cancelled

Domains:

I also do a fair bit of domain registration for people so this needs to keep track of them

id

Contact_id

Domain --> I have split the domain from its tag for easy filtering, for example. Domain-->[url removed, login to view]

Registration Date

Last Registered

Expires

Tag Holder --> ie. Fasthosts, 1and1, Joker etc

Recurring Billing:

This is for things like Retainers, Domain Registrations, Server Products

id

Customer_id

Product_id

Start Date --> Default Today

Recurrence --> This will be Weekly(Monday 1am), Monthly(1st 1am), Quarterly(1st of Jan, Apr, June, Sept), or Yearly (Every 12 months from start date)

Price Override --> By default it should use product price if field is NUL not 0 as some people I do for free, but never hurts to remind them of the fact.

Configuration:

This will be where all the single fields will be stored. I have listed a few

id

Value --> ie. Mileage Charge

Text --> ie. Covering emails. This needs a WYSIWYG editor to edit them and needs to be able to have variables like Customer Name, Invoice Amount, and there will be others

With all this information I need the following.

Web interface using php, css, Ajax and anything else that makes life easy

The following features are required

* Enter/Edit/Delete Customers/Addresses remembering that a customer can have more than one address

* Enter/Edit/Delete Products

* Enter/Edit/Delete Configuration settings like statuses and any others that are added for ease of use/programing

* Enter/Edit/Delete Domains

* Enter/Edit/Delete Recurring Billing

* Enter/Edit/Delete Invoices, Refer to invoice process below

An interface for adding invoices from my Blackberry

This will be a very simple interface just for adding customers and invoices no graphics no frills

* Add Customer + Address info

* Add invoice

Invoicing Step by Step

1. Find Customer, if Customer not in database add Customer

2. If there is no open invoice for customer, create a new invoice, if there is an open invoice continue with the open invoice

3. Add items. They will come from the product list or be entered manually. Products from the product list will use the data as a default value but can be changed

4. Choose to close invoice or leave open

5. If invoice is closed change status to closed

6. Create PDF of invoice

7. File copy of invoice PDF on server

8. Send Copy of PDF to customer by email with covering email.

9. In email there is a link with a random string that identify invoice. This takes them to a web page where the customer can click a link corresponding to the payment method the used ie. Bank Transfer then update status reflect this

10. I will then change status to confirm payment received

Statements

Will need to generate a statement for a customer with summary's of Invoices for the month and if they have been paid or not Create PDF send by email and file on server

Reports

1. Unpaid invoices

2. Monthly Totals

3. Customer History --> This need to be listed under the customer when viewed invoice by invoice

System it will run on

A LAMP server running apache2 MySQL 5 and PHP5

In your Quote please add the following

Cost

Date you can have it done by and keep it real as I not want this to take forever!

I will not add any major changes to the project after you quote

any extras you can quote as extra

Coding:

I will Open Source this invoicing system when I am happy with it so the coding needs to be tidy, structured and commented. Your name will be accredited when it is Open Sourced so keep it to a standard that when people want changes made, they come to you. This could be a good little ongoing earner too.

I also have a much bigger project for another company of mine that, if I am impressed with your work, will be put your way.

Skills: AJAX, Linux, PHP

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

Project ID: #242282

5 freelancers are bidding on average $530 for this job

omsoftware

hello we can get this project done in 7 days , and you will be satisfied with the work we will do for you Looking forward to get your reply Raj kamal

$500 USD in 7 days
(89 Reviews)
8.4
NeOLiO

Kindly see PMB. for details Thanks.

$400 USD in 5 days
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pkumar125

Please refer PM

$750 USD in 15 days
(8 Reviews)
5.7
rmvarasu

HELLO - WE'RE HERE TO DELIVER YOU JUST WHAT YOU WANT! We have already done a similar project of INVOICING SYSTEM for a web design company. We are interested in working with you on this project, especially as we are ful More

$501 USD in 20 days
(22 Reviews)
5.6
southitca

We can do the project you have posted. Please, check your PM. Thanks We are an experienced company skilled in php+mysql ,asp,.NET,JAVA and web design for 5-10 years. We want to have a partner with the company in USA o More

$500 USD in 9 days
(0 Reviews)
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