Invoice Pro is a feature-rich SaaS-based invoicing and billing solution designed to empower freelancers, agencies, and businesses to manage their finances efficiently. Built with a multi-tenant architecture, it supports customizable invoices, quotations, client portals, online payments, and subscription plans.

This document provides a comprehensive overview of all key features and modules for Super Admin, Admins, and Clients.

✅ Key Features of Invoice Pro (SaaS)

• • Multi-Tenant SaaS Architecture
    Isolated environments for each business admin with independent data, subscription-based access, and usage tracking.
  • Multi-Language Support
    9+ language options available. All content is fully translatable for a global audience.
  • Multi-Currency Support
    Define multiple currencies with customizable formatting: symbol, position, decimal, and thousand separators.
  • Invoice Management
    Create professional invoices with tax, discounts, payment status (draft, unpaid, partial, paid), and due dates.
  • Quotation System
    Send detailed quotations to clients, track acceptance/rejection, and convert quotes into invoices in one click.
  • Partial Payment System
    Allow clients to pay invoices in parts. The balance updates in real time until fully paid.
  • Client & User Management
    Admins manage clients, Super Admins manage tenants (business accounts), with full control over access and usage.
  • Product & Category Management
    Organize your offerings with detailed product listings and logical categories.
  • Tax Management
    Add multiple tax types like VAT, GST, IGST with different percentages.
  • Email Notification System
    Real-time notifications for invoice events, payments, due reminders, quotation responses, and subscription alerts.
  • Real-Time Reporting
    Beautiful dashboards and exportable reports help visualize earnings, payments, and system usage.
  • Frontend CMS Management
    Built-in content management system for the landing page, FAQs, pricing sections, testimonials, etc.
  • Professional Templates
    Custom-branded invoice and quotation templates for printing and PDF export.
  • Secure Online Payments
    Integrated with Stripe and PayPal (sandbox/live modes supported) for smooth and secure payment flows.
  • Due Date Notifications
    Automatic reminders before invoice due dates sent to clients and admins.

🧑‍💼 Super Admin Panel Features

The Super Admin oversees the entire platform and manages tenants (admins), billing, and frontend content.

• • Dashboard Overview
    Track total tenants, transactions, active subscriptions, system-wide revenue, and plan usage.
  • User (Tenant) Management
    View, approve, suspend or delete registered business users. See their activity and usage history.
  • Subscription Plan Management
    Create/edit/delete monthly/yearly subscription packages with feature limits and pricing.
  • Global Transactions Viewer
    List of all tenant payments, filtered by user, date, amount, or gateway.
  • Payment Gateway Configuration
    Enable/disable Stripe or PayPal, manage credentials, and toggle between live/sandbox mode.
  • Frontend CMS
    Edit the landing page, about us, features, pricing table, FAQs, and SEO metadata.
  • Enquiries Management
    Handle contact form submissions and communicate with potential clients.
  • System Settings
    Control branding (logo, favicon), company info, language, timezone, and global currency.
  • Real-Time Reports
    Downloadable (PDF/CSV) insights into system revenue, user behavior, and engagement.
  • Email & Notification Settings
    Configure default email templates, notification policies, and reminders.

👨‍💼 Admin Panel Features

The Admin represents a business tenant who handles invoice operations, client management, and product/service setup.

• • Dashboard Overview
    Revenue charts, pending/paid invoice stats, due reminders, and quick shortcuts.
  • Client Management
    Add/edit clients, assign invoices or quotations, and view transaction history.
  • Product Category Management
    Create and manage categories for organizing items/services.
  • Product Management
    Define product name, description, price, category, and image.
  • Tax Management
    Add various tax types with percentage values (e.g., GST, VAT, IGST).
  • Invoice Management
    Create invoices, apply taxes/discounts, set due dates, send to clients, print or download as PDF.
  • Quotation Management
    Send quotations to clients, track status, and convert to invoice upon approval.
  • Partial Payment Management
    Allow and manage partial invoice payments from clients.
  • Transaction Logs
    View detailed invoice payment history, including method, amount, and date.
  • Company Settings
    Set company name, address, contact info, logo, invoice template style, and default currency.
  • Email Notifications
    Configure alerts for new invoice creation, quotation responses, payments, and reminders.

👤 Client Panel Features

Clients can log in to view their billing history, download invoices, and make payments.

• Client Dashboard
  Overview of paid/unpaid invoices, pending quotations, and transaction history.
• Invoice Management
  View, print, download invoices and make payments online (full or partial).
• Partial Payments
  Choose to pay partially and track outstanding balance per invoice.
• Quotation Viewer
  View received quotations, accept or reject them with comments.
• Payment History
  Review all payments made, with downloadable receipts.
• Email Notifications
  Auto email reminders for upcoming due dates, unpaid invoices, and new quotes.

🔐 Roles & Access Levels

Role	Description
Super Admin	Full access to all tenants, plans, billing, and system settings
Admin	Manages clients, invoices, products, quotes, and receives payments
Client	Can view and pay invoices, view quotes, and receive reminders

⚙️ System Requirements

To run Invoice Pro smoothly, your hosting environment should have:

• • A domain name pointing to your server
  • Web hosting with PHP 8.1 or higher
  • MySQL or MariaDB database

Full documentation and installation instructions are included in the main ZIP file.

Benefits of Using Invoice-Pro

📌 What is Invoice Pro?

Invoice Pro is a SaaS-based invoicing and billing platform built with Laravel, designed for businesses, freelancers, and agencies who want a fast, reliable, and user-friendly way to manage their billing, quotations, payments, and clients — all in one system.

With support for partial payments, multi-currency, payment gateways (Stripe & PayPal), and multi-tenant architecture, it’s a complete solution for your daily financial operations.

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🎯 Key Benefits of Using Invoice Pro

✅ All-in-One Platform
Manage invoices, quotes, clients, taxes, transactions, and payments from one clean dashboard.

✅ Multi-Tenant SaaS Ready
Each business gets its own space with isolated data and admin access — perfect for SaaS resellers or subscription billing.

✅ Accept Online Payments
Integrate Stripe or PayPal to receive payments globally — supports both full and partial payments.

✅ Create & Convert Quotations
Send branded quotations to clients and convert them to invoices with one click.

✅ Track Due Invoices
Get email reminders and dashboard alerts before invoices are overdue.

✅ Customizable Invoice Templates
Download and print clean, professional PDF invoices.

✅ Works Globally
Multi-currency, multilingual, timezone-friendly, and supports decimal format customizations.

✅ Easy Setup & Deployment
Comes with an SQL database file and detailed installation guide. Start using it in minutes.

Who Should Use Invoice-Pro?

Invoice Pro is ideal for:

✅ Developers – Customize and extend Laravel-based code for specific business use cases.

✅ Freelancers – Easily manage clients, create professional invoices, and track payments.

✅ Small Businesses – Streamline billing, reduce manual accounting, and automate reminders.

✅ Agencies – Bill multiple clients, manage productized services, and handle subscriptions.

✅ SaaS Owners – Use multi-tenant features to offer white-labeled billing systems.