inv14

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World-Class Invoicing App

World-Class Invoicing App

Project Overview

Create a comprehensive, modern invoicing application that combines intuitive design with powerful automation features. The app should serve freelancers, small businesses, and enterprises while maintaining simplicity and professional aesthetics.

Core Requirements

  1. User Interface & Experience

    • Design a clean, modern interface with a mobile-first responsive approach
    • Implement a drag-and-drop invoice builder with real-time preview
    • Create an intuitive dashboard showing key metrics (outstanding invoices, recent payments, cash flow)
    • Support both light and dark themes with smooth transitions
    • Include contextual tooltips and guided onboarding for new users
    • Ensure WCAG 2.1 accessibility compliance
    • Implement keyboard shortcuts for power users

  2. Invoice Management Features

    • Invoice Creation: Build invoices with customizable templates, line items, taxes, and discounts
    • Template System: Pre-designed templates for different industries with full customization options
    • Recurring Invoices: Automated billing for subscriptions and regular services
    • Invoice Tracking: Real-time status updates (sent, viewed, paid, overdue)
    • Version Control: Track invoice changes and maintain edit history
    • Bulk Operations: Handle multiple invoices simultaneously
    • PDF Generation: High-quality, professional PDF output with custom branding

  3. Client & Contact Management

    • Comprehensive client database with contact information, billing history, and notes
    • Client portal where customers can view invoices, make payments, and download documents
    • Client communication logs and automated email sequences
    • Customer segmentation and categorization
    • Import contacts from popular CRM and email platforms
    • Client payment behavior analytics and risk assessment
    • Multi-currency (with LKR) support with real-time exchange rates
    • Tax calculation for multiple jurisdictions
    • Expense tracking and categorization
    • Financial reporting (P&L, cash flow, aging reports)
    • Bank account integration for automatic transaction import
    • Revenue forecasting and analytics
    • Late fee automation with customizable rules

  4. Automation & AI

    • OCR for receipt and document scanning
    • AI-powered expense categorization
    • Smart invoice data pre-filling based on client history
    • Predictive analytics for cash flow forecasting
    • Automated follow-up sequences based on client behavior
    • Intelligent payment reminder timing
    • Anomaly detection for unusual transactions or patterns
    • Cloud storage sync (Google Drive)

  5. Reporting & Analytics

    • Real-time financial dashboards with customizable widgets
    • Advanced filtering and search capabilities
    • Custom report builder with drag-and-drop functionality
    • Aging receivables analysis with visual charts
    • Client profitability analysis and lifetime value calculations
    • Tax reporting automation for multiple jurisdictions
    • Export capabilities (PDF, Excel, CSV, XML)
    • Business intelligence integration support

  6. Collaboration & Team Features

    • Multi-user access with role-based permissions

© 2023 Invoicing App. All rights reserved.

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