Invoice for small service company

Invoice for small service company is project number 242282 posted at GetAFreelancer.com. Click here to post your own project.

Closed
(Selected Service Provider omsoftware)

Status:	Closed
Budget:	$250-750
Created:	03/26/2008 at 20:26 EDT
Bidding Ends:	03/29/2008 at 20:26 EDT
Project Creator:	zimonline   Buyer Rating: (No Feedback Yet)
Description:	Invoicing for a mainly Service company Specification for Invoicing System. Contacts: This is a standard contact table but have split the address info as some of my client's have two addresses How I see this working is you create a Contact then add addresses. id Title First Name Last Name Home Phone Office Phone Mobile Phone Email Address Skype Name Default Address id Notes ---> Nice big blob field where I can write private notes Address: id Contact Id Address Line 1 Address Line 2 Address Line 3 Postal Town County Post Code Mileage Products: This will contain my products that I regularly bill for, there are not many, my time being the major one. id Product Name Product Description Product Price Invoice: This is the master invoice record id Customer id Invoice opened date --> this is the date of the first item that was added Invoice date --> this is the date the invoice was compiled Invoiced Items: id Invoice id Item Date Product Quantity Product Name --> Can be entered or come from product table. The reason for this is that I sell a lot of one off items that don't need to clog up the products table Product Description --> This should default from the product table, if product was there, but can be edited or just be entered Product Price --> This Should default from the product table if product was there but can be edited or just be entered Invoice Status: id Status --> Examples of this are --> Open, Sent, Bank Transfer, Cheque In Post, Overdue, Paid, Cancelled Domains: I also do a fair bit of domain registration for people so this needs to keep track of them id Contact_id Domain --> I have split the domain from its tag for easy filtering, for example. Domain-->mydomain.comTag Registration Date Last Registered Expires Tag Holder --> ie. Fasthosts, 1and1, Joker etc Recurring Billing: This is for things like Retainers, Domain Registrations, Server Products id Customer_id Product_id Start Date --> Default Today Recurrence --> This will be Weekly(Monday 1am), Monthly(1st 1am), Quarterly(1st of Jan, Apr, June, Sept), or Yearly (Every 12 months from start date) Price Override --> By default it should use product price if field is NUL not 0 as some people I do for free, but never hurts to remind them of the fact. Configuration: This will be where all the single fields will be stored. I have listed a few id Value --> ie. Mileage Charge Text --> ie. Covering emails. This needs a WYSIWYG editor to edit them and needs to be able to have variables like Customer Name, Invoice Amount, and there will be others With all this information I need the following. Web interface using php, css, Ajax and anything else that makes life easy The following features are required * Enter/Edit/Delete Customers/Addresses remembering that a customer can have more than one address * Enter/Edit/Delete Products * Enter/Edit/Delete Configuration settings like statuses and any others that are added for ease of use/programing * Enter/Edit/Delete Domains * Enter/Edit/Delete Recurring Billing * Enter/Edit/Delete Invoices, Refer to invoice process below An interface for adding invoices from my Blackberry This will be a very simple interface just for adding customers and invoices no graphics no frills * Add Customer + Address info * Add invoice Invoicing Step by Step 1. Find Customer, if Customer not in database add Customer 2. If there is no open invoice for customer, create a new invoice, if there is an open invoice continue with the open invoice 3. Add items. They will come from the product list or be entered manually. Products from the product list will use the data as a default value but can be changed 4. Choose to close invoice or leave open 5. If invoice is closed change status to closed 6. Create PDF of invoice 7. File copy of invoice PDF on server 8. Send Copy of PDF to customer by email with covering email. 9. In email there is a link with a random string that identify invoice. This takes them to a web page where the customer can click a link corresponding to the payment method the used ie. Bank Transfer then update status reflect this 10. I will then change status to confirm payment received Statements Will need to generate a statement for a customer with summary's of Invoices for the month and if they have been paid or not Create PDF send by email and file on server Reports 1. Unpaid invoices 2. Monthly Totals 3. Customer History --> This need to be listed under the customer when viewed invoice by invoice System it will run on A LAMP server running apache2 MySQL 5 and PHP5 In your Quote please add the following Cost Date you can have it done by and keep it real as I not want this to take forever! I will not add any major changes to the project after you quote any extras you can quote as extra Coding: I will Open Source this invoicing system when I am happy with it so the coding needs to be tidy, structured and commented. Your name will be accredited when it is Open Sourced so keep it to a standard that when people want changes made, they come to you. This could be a good little ongoing earner too. I also have a much bigger project for another company of mine that, if I am impressed with your work, will be put your way.
Job Type:	AJAX Linux PHP
Database:	MySQL
Operating system:	Linux
Bid count:	5
Average bid:	$ 530