Invoice PRO
a powerful tool to manage your invoices
- created: 12/13/2014
- latest update: 12/13/2014
- by: Solutii Soft
- www.solutiisoft.com
- email: office@solutiisoft.ro
Thank you for purchasing my script. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here .
Thanks so much!
About Invoice PRO
Invoice PRO is is the perfect software package to meet the billing, inventory and invoicing needs of your business, an easy way of creating and managing a simple, printable online invoices saving your precious time.
Invoice PRO is designed to be simple and easy to use, sending an invoice to a designed recipient has never been so fast and easy.
Setting up your MySQL
This script requires PHP 5.4+ and MySQL. 5.x
Now, first thing you want to do, is to make sure you create a MySQL database along with an user for it.
IMPORTANT NOTE: Copy somewhere your mysql username, and password, as you will need them later, then setup your FTP server for the domain where the script will be installed.
So your requirements are:
- A) A MySQL database + MySQL user
- B) Domain name + FTP server.
Upload process
- The first step is to upload the content inside the folder "invoice-pro" (IMPORTANT NOTE: Upload what's inside the folder Script, not the script folder) into your public_html folder or into your default FTP root folder.
- The second thing is to upload into your MySQL database using the IMPORT function available in MySQL the invoice_pro.sql file from the folder called "data/sql".
Installation process
With a text editor (e.g.: Notepad++), open the following file located inside the 'script' folder:
PATH: invoice-pro/app/config/database.php
Now, replace what's inside the array with your information, you should have something like this:
'driver' => 'mysql',
'host' => '',
'database' => '',
'username' => '',
'password' => '',
'charset' => 'utf8',
'collation' => 'utf8_unicode_ci',
'prefix' => '',
)
Information: The username and password for the application as well as other configurations can be changed within the admin panel interface.
- Login information to access first time the admin panel at http://www.yourdomanin.com/login
- login username: admin@demo.demo
- login password: demodemo
Features
Application
- modern and responsive design
- easy and intuitive to use
- unlimited users
- automatically system to detected the status of invoices (paid, unpaind, partially paid, overdue)
Admin:
- admin can choose application type single user or multi users
- managing users approve/ban users
User:
- have nice dashboard on first page
- can create/manage unlimited clients
- can create/manage unlimited products
- can create/manage unlimited invoices
- can set discount per product or per invoice
- change status of invoices
- add payments
- download invoices as PDF
- send invoices as PDF to clients via email
- have access to detailed reports
- can create/manage unlimited taxes
- can create/manage unlimited currencies
- can set position for currency
- can set default currency
- can create/manage methods of payment
- can change user and password
Clients
Clients can be managed from left side men - clients.
- Login to your adminpanel and go to Clients menu.
- To create a client, click "Create new client" button.
- Fill up the form with client's all information and save it
- You will see the list of existing clients in a table format.
- Client basic information will be shown.
- You can view | edit | delete client from specific button
Products
Products can be managed from left side men - products.
- Login to your adminpanel and go to Products menu.
- To create a product, click "Create new product" button.
- Fill up the form with product's all information and save it
- You will see the list of existing products in a table format.
- Product basic information will be shown.
- You can view | edit | delete product from specific button
Invoices
Invoices can be managed from left side men - invoices.
- Login to your adminpanel and go to Invoices menu.
- To create an invoice, click "Create new invoice" button.
- Fill up the form with invoicet's all information and save it
- You will see the list of existing invoices in a table format.
- Invoice basic information will be shown.
- You can change status | add payment | export PDF | email PDF from specific buttons
- You can view | edit | delete invoice from specific button
Reports
Reports can be managed from left side men - reports.
- Login to your adminpanel and go to Reports menu.
- You can view reports for:
- Invoices - last month (billing date)
- Invoices - last year (billing date)
- Incoming amounts - last month (only paid invoices)
- Incoming amounts - last year (only paid invoices)
- Clients - last month (created)
- Clients - last year (created)
Settings
Settings can be managed from left side men - settings.
- Login to your adminpanel and go to Settings menu.
- edit your company profile from My Company tab
- add logo from Logo tab
- create | edit | delete taxes from Invoice Tax tab
- create | edit | delete | set position | set default currency currencies from Currencies tab
- create | edit | delete methods of payment from Payment tab
- update user email from Account tab
- update user password from Password tab
Update vs 1.2
Before you start to make update, create a backup of your files and database, especially if you modify yourself some files.
Users who already have Invoice PRO don't need to load any .sql file, invoice_pro_vs_1.2-blank-data.sql is for those one who will buy Invoice PRO started with vs 1.2
Upload process is very easy, just copy/paste or drag and drop the new files over old files, or you can delete all old files and upload the new ones.
What's new in Invoice Pro vs 1.2.
application
- users can recover/change their password
admin
- can reset users password from admin panel
users - full mode
- can create estimates, after an estimate is approve by client this will became automatically an invoice
- estimates can be created only for clients who have an account
- can send messages to their clients
- can create products directly from invoice
- can export invoice in .xlsx format
users - client mode
- can approve estimates, this will became automatically an invoice
- can send messages
What's new in Invoice Pro vs 1.1.
application
- multiple language support
- admin can translate the entire application in many languages from languages -> create new language -> translate
- invoice now are count automatically
- new mode to use this app -> Client mode
admin
- now have dashboard in multi users mode
- can see how many users are registered on last month/year
- can see how many invoices are created on last month/year
- can set default language for Invoice PRO
- can change password in multi users mode (fix bug)
user
- new settings for Invoice PRO
-
- automatic invoice numbers
- code for invoice - this will apear in front of invoice number, the code is not mandatory
- personal text that will appear on bottom of page on every invoice, this text is not mandatory
- logo now is not mandatory (fix bug)
- new quick button who can change due date for invoice
- a popup dialog appear when user send invoice via email .. to avoid accidental sending an email
- users can send an invitation to their clients to use INVOICE PRO, the invitation message can be set in Settings-> Invitation
- users can choose default language from Settings-> Language
- Client mode: user can choose from Settings how to use this application ... Full mode or Client mode
-
- client mode allow only to see received invoices
To receive invoices in Invoice Pro, the client email set in Client interface need to be the same email used to login in Invoice Pro by client
Invoice interface
invoices created
invoices received
Client mode
Source & Credits
Thanks so much to:
- Bootstrap
- Bootstrap-fileinput
- Ckeditor
- Font Awesome
- DataTables
- DatePicker
- Parsley.js
- Rendro-easy-pie-chart
- Select2
Thanks
Again, thanks for purchasing this item. If you have any doubt about this theme or you find an error, please feel free to send me a message here: Solutii Soft on CodeCanyon. I'll do my best to help you, but no guaratees.