# Invoicer 🧾 ### Modern Invoicing, Quotations & Financial Management Suite (Laravel 11 / 12) **Invoicer** is a production-ready, full-featured Invoicing, Proposal, Retainer, and Client CRM application built with **Laravel**. Engineered specifically for software studios, digital agencies, consultancies, freelancers, and service providers, Invoicer introduces a structured **Category-Grouped Invoicing workflow**—allowing deliverables to be organized by work disciplines (e.g., *Frontend & UI Engineering*, *Backend & API Development*, *UI/UX Design*, *DevOps & Cloud Infrastructure*) rather than flat, disorganized item lists. --- ## 🌟 Why Choose Invoicer? - 🎯 **Category-Grouped Invoices**: Group line items by discipline with sub-totals per category, discipline color tags, and live calculations. - 📋 **Quotation & Proposal Engine**: Build proposals and convert accepted quotes into draft invoices in 1 click. - 💳 **Partial Payments & Balance Due**: Track multiple milestone payments per invoice with real-time balance calculations. - 🔄 **Recurring Retainers**: Setup automated billing schedules (Weekly, Monthly, Quarterly, Yearly). - 📊 **Financial Export Center**: 1-Click CSV exports for Invoices Register, Payments Ledger, and HSN/SAC Tax Reports. - 📄 **Clean "White Paper" Engine**: Distraction-free, pixel-perfect printable A4/Letter view and instant DOMPDF downloads. - 🌍 **Multi-Currency & Tax Ready**: Built-in support for INR (`₹` Lakhs/Crores formatting), USD (`$`), EUR (`€`), GBP (`£`), AUD, CAD, and AED. - ⚡ **Zero External Bloat**: Fast SQLite or MySQL database support with zero complicated setup steps. --- ## 🛠️ Complete Module Breakdown ### 1. 🧾 Category-Grouped Invoicing Engine - **Dynamic Category Grouping**: Organize project deliverables under custom work disciplines instead of a generic flat table. - **Real-Time Auto-Calculations**: Automatic math on line items ($qty \times rate$), category subtotals, custom discounts (percentage/fixed), and tax rates. - **Status Lifecycle**: Manage states (`Draft`, `Sent`, `Partially Paid`, `Paid`, `Overdue`, `Cancelled`) with a 1-click status dropdown updater. - **1-Click Duplication**: Duplicate past invoices to accelerate recurring client deliverables. - **Balance Due Tracking**: Visual balance indicators highlighting remaining payments. ### 2. 📋 Quotations & Estimates - **Proposal Builder**: Create detailed client proposals with scope breakdowns and validity expiration dates. - **1-Click Conversion**: Instantly transform accepted quotes into live draft invoices preserving all categories and line items. - **Status Filtering**: Filter quotes by `Draft`, `Sent`, `Accepted`, `Declined`, and `Converted`. ### 3. 💳 Payments History Ledger - Record payments against invoices with methods (*Bank Transfer*, *UPI / QR*, *Credit Card*, *PayPal*, *Cheque*, *Cash*). - Transaction reference ID tracking and automated invoice balance updates. - Total collected revenue KPI summary cards. ### 4. 🔄 Recurring Retainers & Schedules - Configure recurring retainers with flexible billing cycles (*Weekly*, *Monthly*, *Quarterly*, *Yearly*). - 1-Click manual or automated invoice generation from retainer schedules. - Automatic next issue date calculation and active/paused state toggles. ### 5. 🏷️ Work Disciplines Master - Define custom work disciplines with color-coded badges, default unit rates, and scope descriptions. - Quick-add categories on-the-fly inside the invoice builder without leaving the screen. ### 6. 👥 Clients CRM - Central client directory with contact info, company details, billing addresses, and Tax/GSTIN registration numbers. - Quick-add clients on-the-fly via modal dialogs inside the invoice builder. - Complete financial audit trail per client. ### 7. 📊 Reports & Data Export Center - **Invoices Register CSV**: Export all invoices with client details, issue/due dates, totals, and balances. - **Payments Ledger CSV**: Export settled payments, payment methods, and transaction references. - **HSN/SAC Tax Output CSV**: Category tax output and discipline billing breakdown for accounting and GST compliance. ### 8. 📄 Printable & PDF Engine - Crisp "White Paper" modern aesthetic. - A4/Letter print optimization and DOMPDF download support. - Embedded banking details (Bank name, Account number, IFSC/SWIFT, UPI / PayPal). - Configurable payment terms, notes, and legal jurisdiction footer. ### 9. ⚙️ Settings & Branding - Customize Company Name, Logo, Tagline, Email, Phone, Address, Website, and Tax/GSTIN. - Multi-currency switcher with specialized Indian currency formatting support. --- ## 🔐 Default Admin Demo Credentials | Parameter | Value | | :--- | :--- | | **Login URL** | `http://127.0.0.1:8000/login` *(or `http://invoicer.test/login`)* | | **Default Email** | `admin@invoicer.test` | | **Default Password** | `password` | | **1-Click Auto-Fill** | Instant login button included directly on the login screen | --- ## 💻 Tech Stack & Requirements - **PHP Version**: PHP 8.2 or higher - **Framework**: Laravel 11.x / 12.x - **Database**: SQLite (Zero config default) / MySQL / MariaDB / PostgreSQL - **Frontend / Styling**: Blade, Bootstrap 5.3, Tailwind CSS v4, DataTables, Bootstrap Icons - **PDF Generation**: DOMPDF (`barryvdh/laravel-dompdf`) - **Fonts**: Google Fonts (Poppins & JetBrains Mono) --- ## 🚀 Quick Step-by-Step Installation Guide 1. **Extract the ZIP archive:** Extract the downloaded project folder to your web server (e.g. Laragon, XAMPP, or LAMP stack). 2. **Install Composer dependencies:** ```bash composer install