“Simplifying Invoicing, Empowering Businesses”
The smart way to manage invoices, clients, and expenses with just a few clicks.
🔐 1. Authentication Module (Login/Register)
✅ Purpose: Handles secure user authentication and registration.
🛠 Key Features:
- Clean and simple login and registration UI.
- Password encryption (scrypt-based).
- Role selection during registration.
- Attractive login/register UI with invoice-theme.
📊 2. Dashboard and Analytics
✅ Purpose: Visualize business performance over time.
🛠 Key Features:
- Income, Expense, and Net Profit cards.
- Monthly Income vs Expenses chart.
- Invoice Status Pie chart.
- Filters: Client / Item / Status / Date range.
- Drill-downs for client-specific views.
📌 Workflow: Login → Dashboard → Filter → Analyze
🧑💼 3. User Management Module
✅ Purpose: Manages users and their access to the application based on assigned roles.
🔐 User Roles:
- Superadmin: Can manage organizations and users across the entire platform.
- Admin: Manages users and data within their own organization.
- Manager: Creates, edits, and views invoices and expenses.
- Viewer: Has read-only access to invoices and expenses.
✍️ User Creation:
- Admins and Superadmins can register users via the “Register” form.
- Each user is associated with an organization.
- Role-based permissions ensure data security.
🛠 Key Features:
- Role-based access control.
- Active/Inactive status toggle.
- Soft delete and user edits (via Superadmin panel).
📌 Workflow: Register → Assign Role → Login → Access relevant features based on role
🧾 4. Invoice Management
✅ Purpose: Generate and manage client invoices.
🛠 Key Features:
- Create/edit/delete invoices.
- Add line items, tax, discount.
- Link invoices to clients.
- Export invoices to PDF or CSV.
- Invoice status: Paid / Pending / Overdue.
📌 Workflow: Create Invoice → Add Items → Set Status → Save → Export PDF
💸 5. Expense Management
✅ Purpose: Track business expenses and generate reports.
🛠 Key Features:
- Add daily/monthly expenses.
- Assign expense date, amount, and description.
- Export to CSV or PDF.
- Monthly and yearly trends available on Dashboard.
📌 Workflow: Add Expense → Set Date → Description → Export if needed
👥 6. Client Management
✅ Purpose: Maintain and manage client details.
🛠 Key Features:
- Add/edit/delete clients.
- Assign invoices to specific clients.
- Search and filter clients.
📌 Workflow: Add Client → Use client in invoice → View client history
📥 7. Import/Export
✅ Purpose: Enable data portability for invoices and expenses.
🛠 Key Features:
- Import invoices from CSV.
- Export all data (Invoices, Expenses) in CSV/PDF formats.
- Bulk data processing.
📌 Workflow: Prepare CSV → Upload via Import → Data mapped and saved → Export if needed
🚀 Why Choose Billix Invoice and Expense Management Application?
✅ Save Time: Generate, manage, and export invoices and expenses within seconds.
✅ Boost Accuracy: Avoid manual errors and track all financials in one place.
✅ Stay Organized: Manage clients, team roles, and financial records securely.
✅ Gain Insights: Visual dashboards and reports help you make informed decisions.
✅ Go Paperless: Export to PDF/CSV, share online, and maintain digital records.
✅ Anywhere Access: Web-based, responsive, and accessible from desktop or mobile.
💡 How It Helps Your Business
- Automates your invoice creation and expense recording
- Helps track payments, detect overdue invoices, and view client history
- Supports multiple roles for your team — viewer, manager, admin, or superadmin
- Gives a professional impression with downloadable PDFs and reports
- Offers a comprehensive dashboard with filters and charts for better analysis
- Lets superadmins manage multiple organizations from one central system
🌐 App Access & Support
- DEMO: https://invoice-app-rrcf.onrender.com/
- Email: hi[at] blogshub[dot] co.in
- Phone: +91-8660739287