Invoice software
- or -
Post a project like this2922
£2.0k(approx. $2.5k)
- Posted:
- Proposals: 22
- Remote
- #1118720
- Awarded
+ 17 others have already sent a proposal.
Description
Experience Level: Intermediate
General information for the business: We sell stickers & labels
Kind of development: New program from scratch
Description of requirements/functionality: We require a custom quote and invoice application, we will need to be able to have 5 different users and an administrator account (so we can see overall stats from each employee), the tool will need to show quotes and invoices (once the quote is converted to an invoice which needs to be editable it will move from quotes to invoices).
We also need to be able to add flags next to quotes to show which point of contact they are at and which point of contact the sale was completed (we contact 4 times before closing the quote off). And a small editable section to enter notes at the end of contact (before closing it off) if they do not turn into an invoice to say why they did not order with us?
The quote and invoice needs to be saved out as a PDF.
In administrator view we need to see
Quotes / invoices for each of the users (also by date how many were opened and how many changed to invoices)
Notes (see all the notes under each other from the quotes)
Total £ figure per user (quotes still open / invoices now closed) for a date range
We wouldn't mind also adding customer details so we can enter them and when doing another quote or invoice their details are automatically loaded onto the quote, this would also allow us to track repeat orders.
Other scope for this project if this works out would be to input our website xml (with customer details on) to join and see repeat customers and overall stats (we would like a price on this additional functionality).
OS requirements: Windows
Extra notes:
Kind of development: New program from scratch
Description of requirements/functionality: We require a custom quote and invoice application, we will need to be able to have 5 different users and an administrator account (so we can see overall stats from each employee), the tool will need to show quotes and invoices (once the quote is converted to an invoice which needs to be editable it will move from quotes to invoices).
We also need to be able to add flags next to quotes to show which point of contact they are at and which point of contact the sale was completed (we contact 4 times before closing the quote off). And a small editable section to enter notes at the end of contact (before closing it off) if they do not turn into an invoice to say why they did not order with us?
The quote and invoice needs to be saved out as a PDF.
In administrator view we need to see
Quotes / invoices for each of the users (also by date how many were opened and how many changed to invoices)
Notes (see all the notes under each other from the quotes)
Total £ figure per user (quotes still open / invoices now closed) for a date range
We wouldn't mind also adding customer details so we can enter them and when doing another quote or invoice their details are automatically loaded onto the quote, this would also allow us to track repeat orders.
Other scope for this project if this works out would be to input our website xml (with customer details on) to join and see repeat customers and overall stats (we would like a price on this additional functionality).
OS requirements: Windows
Extra notes:
Projects Completed
214
Freelancers worked with
179
Projects awarded
12%
Last project
27 Apr 2024
United Kingdom
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