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  • Client Requirements

    The client required an online invoicing and business management solution. They wanted to provide invoicing and business management solution to their own customers. These would enable the customers to sign-up on the website and create invoices, send quotes, generate statements, manage their books, track inventory, trade in multiple currencies and more. The client also wanted bank level security over transactions in the software or through the software along with detailed reporting.

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  • Challenges

    We required to provide a world class invoicing solution so that the client can cater to his own customers and provide them online invoicing services. Most of the features that the client required were already present in Invoicera but some features required customization like payment reminders from customers. Along with this, we needed to provide high level security and encryption for the online transactions through the online invoicing software.

  • Solution & Result

    We provided a self-hosted plan to the client with all the existing features of Invoicera so that the customers can sign up through his instance of Invoicera and use the online invoicing services. The solution we offered included the following features:

    • Fee sign-up for all users
    • Invoice creation
    • Send invoice to clients over client portal in the existing software
    • Send invoices over E- mail
    • Track expenses and inventory
    • Track time
    • Create and assign project to staff
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