InvoiceFlow — SaaS Invoice Management Platform

A powerful, full-featured SaaS invoicing platform built with Laravel 13

Create, send, and manage invoices — with recurring billing, payment links, client management, and a complete admin panel.

🚀 Features Overview

🧾 Invoice Management

• Create & Edit Invoices — Add line items, quantities, rates, taxes, and discounts with a live running total.
• Multiple Invoice Statuses — Track invoices as Draft, Sent, Paid, or Overdue.
• Invoice Templates — Choose from multiple beautiful invoice templates (e.g., Modern, Classic).
• PDF Export — Download any invoice as a professionally formatted PDF using DomPDF.
• Send Invoice via Email — Email invoices directly to clients with one click from within the app.
• Invoice Numbering — Auto-generated unique invoice numbers (e.g., INV-00001).
• Terms & Conditions / Payment Instructions — Attach custom terms and payment notes to each invoice.
• Company & Client Tax Numbers — Include GST / VAT / Tax reference numbers on invoices.
• Invoice Limit Middleware — Restrict invoice creation based on the user's subscription plan.

🔁 Recurring Invoices

• Automated Recurring Billing — Set up invoices to auto-generate on a recurring schedule (weekly, monthly, etc.).
• Full CRUD Management — Create, view, edit, and delete recurring invoice templates.
• Linked to Clients & Company — Each recurring invoice is scoped to the user's company and a specific client.

💳 Online Payments via Razorpay

• Secure Public Payment Links — Generate tokenized, expiry-aware payment links for clients. No login required on the client side.
• One-Click Payment — Clients can pay directly from the link using cards, UPI, net banking, and wallets.
• Razorpay Order Creation — Automatically creates a Razorpay order when the client opens the payment link.
• Webhook Integration — Real-time payment status updates via signed Razorpay webhooks.
• Payment Status Tracking — Stores razorpay_order_id, razorpay_payment_id, and order metadata on the invoice.
• Link Rotation & Expiry — Payment links expire and can be rotated for security.

👥 Client Management

• Full Client CRUD — Add, edit, view, and delete clients with complete profile information.
• Client Details — Name, email, phone, company name, billing address, shipping address, and tax number.
• Per-Company Scoping — Clients are isolated per company using Laravel's Global Scope (multi-tenant architecture).
• Client Invoice History — Each client has a related list of all their invoices.

📊 Dashboard & Analytics

• Business Overview — At-a-glance stats: total invoices, paid, pending, draft, total earned, and total clients.
• Monthly Invoice Count — Instantly see how many invoices were raised in the current month.
• Recent Invoices Widget — Latest 10 invoices shown with client name, amount, and status.
• Company-Aware — The dashboard shows zero stats gracefully when no company is set up yet.

⚙️ Company & Profile Settings

• Company Profile — Set company name, logo, address, phone, email, tax number, website, and default currency.
• Invoice Template Preference — Choose a default invoice template stored per company.
• Profile Image Upload — Users can upload and manage their profile picture.
• Account Settings — Update name, email, and password from the settings page.

💰 Subscription & Billing System

• Subscription Plans — Multiple plans (Free, Pro, Enterprise etc.) with configurable features and invoice limits.
• Upgrade Flow — Users can upgrade their plan directly from the billing page.
• Razorpay Subscription Payment — Billing payments are processed securely via Razorpay.
• Add-ons — Users can purchase optional add-ons (extra features or capacity) on top of their main plan.
• Coupon / Promo Codes — Apply discount coupons at checkout with percentage or flat discount support.
• Transaction History — Full ledger of all subscription payments with status (success, failed, refunded).

🤝 Referral & Affiliate System

• Unique Referral Code — Every user gets a unique referral code on registration.
• Referral Tracking — Track who referred whom via referred_by field on the user.
• Commission Management — Admin can view referral commissions and mark them as paid.
• Referral Dashboard — Users can view their referral link, referred users, and earned commissions.

🎫 Support Ticket System

• User Side — Users can open support tickets with a subject and priority (high / medium / low).
• Admin Side — Admins can view all tickets, reply to them, and update ticket status.
• Ticket Statuses — Open, In Progress, Resolved, Closed with color-coded badges.
• Threaded Replies — Full message thread between user and admin per ticket.
• Ticket Numbers — Auto-generated unique ticket numbers (e.g., TKT-00001).

📢 Announcements (CRM)

• Admin Broadcasts — Admins can create announcements visible to all users.
• Toggle Active/Inactive — Enable or disable announcements without deleting them.
• Rich Content — Announcements support custom messages for maintenance notices, feature launches, etc.

📋 Activity Logs (Audit Trail)

• Full Audit Trail — Every important action (invoice created, client deleted, payment received, etc.) is logged.
• User Attribution — Each log entry records which user performed the action.
• Admin Visibility — Admins can browse and search the full activity log from the admin panel.

🔐 Authentication & Security

• Registration & Login — Secure email/password authentication with throttling.
• Email Verification — New accounts must verify their email before accessing the platform.
• Password Reset — Forgot password flow with secure email token reset links.
• Rate Limiting — Login, register, and password reset are throttled to prevent brute-force attacks.
• User Impersonation — Admins can securely log in as any user to debug or assist them, with an automatic expiry.
• Account Banning — Admins can ban/unban users with a reason; banned users are shown an informative message on login.
• Security Headers — Middleware adds X-Content-Type-Options, X-Frame-Options, Referrer-Policy, Permissions-Policy, and Strict-Transport-Security headers on all responses.
• CSRF Protection — All forms are protected by Laravel's CSRF tokens. Razorpay webhook is whitelisted.
• Policy-Based Authorization — Invoice, Client, and RecurringInvoice access is gated with Laravel Policies.
• Multi-Tenant Scoping — A global TenantScope ensures users can only see their own company's data (invoices, clients, etc.).
• Signed URLs — Email verification uses signed, tamper-proof URLs.

📧 Email Notifications

• Invoice Email — Send a formatted invoice email to the client with invoice details.
• Broadcast Mail — Admin can send announcement emails via the BroadcastMail job.
• Queue Support — Invoice emails are dispatched via Laravel queues (SendInvoiceEmailJob) to avoid blocking requests.

🗺️ SEO & Public Pages

• Dynamic Sitemap — Auto-generated /sitemap.xml for search engine indexing.
• Dynamic robots.txt — Serve robots.txt content from the database (configurable by admin).
• Meta Tags — Admin-managed SEO meta title, description, and Open Graph tags per page.
• Public Landing Page — A marketing homepage with features, pricing, and CTA sections.