Invoice & Quote Action Upgrades
Budget: $10 – $30 USD
I need several new buttons and the related backend logic added to both the company-admin dashboard and the client portal of my ERP SaaS.
On the invoice screen the user should be able to:
Company Invoice action:
• Email invoice (add email notification with pdf invoice)
• Duplicate invoice / Create duplicate
• Trigger a payment reminder (3 days before due, due date, 3 days after due, 7 days after due) (add email notification function)
• Add a manual payment (to record invoice payment) (add email notification function)
• Copy the public payment link
• Invoice Payment page
Client Invoice action:
- Download
- Copy payment link
- View Payment page
- Pay now button
On the quotation screen the user should be able to:
Company quotation action:
• Email quote (add email notification with pdf quote)
• Duplicate quote / Create duplicate
- Create Invoice - convert quote to invoice
- Cancel Quotation
• Copy the public link
Client Quotation action:
- Accept (add email notification for quotation has been accepted) - once quote is accepted, it automatically creates invoice
- Decline (add email notification for quotation has been decined)
- Download
- Copy public link
I want these custom codes to be pushed via git and changelog updated
On the invoice screen the user should be able to:
Company Invoice action:
• Email invoice (add email notification with pdf invoice)
• Duplicate invoice / Create duplicate
• Trigger a payment reminder (3 days before due, due date, 3 days after due, 7 days after due) (add email notification function)
• Add a manual payment (to record invoice payment) (add email notification function)
• Copy the public payment link
• Invoice Payment page
Client Invoice action:
- Download
- Copy payment link
- View Payment page
- Pay now button
On the quotation screen the user should be able to:
Company quotation action:
• Email quote (add email notification with pdf quote)
• Duplicate quote / Create duplicate
- Create Invoice - convert quote to invoice
- Cancel Quotation
• Copy the public link
Client Quotation action:
- Accept (add email notification for quotation has been accepted) - once quote is accepted, it automatically creates invoice
- Decline (add email notification for quotation has been decined)
- Download
- Copy public link
I want these custom codes to be pushed via git and changelog updated