This web app allows users to manage invoices efficiently, with capabilities for creating, viewing, updating, and emailing invoices to clients.
- Next.js
- React.js (Frontend)
- Node.js with Express (Backend)
- MongoDB (Database)
- Tailwind CSS and CSS (Styling)
- Download the ZIP file to your local system and extract it.
- Open a terminal and navigate to the main folder, then run
npm i
to install all dependencies. - Navigate to the client folder and run
npm i
again to install frontend dependencies. - Go back to the main folder and run
npm run dev
to start the development server. - Open
localhost:3000
in your browser if it doesn’t open automatically.
-
Invoice Dashboard:
- The homepage displays all invoice summaries, including the client name, business name, email, phone number, amount, creation date, status, and whether the invoice is overdue (indicated by a red or green background).
- Invoices can be paginated for easier navigation.
-
Financial Overview:
- Track the total amount pending and the amount that has been paid.
-
Email Invoices:
- Send invoices to specific clients via email. Upon sending, a notification confirms successful delivery.
-
Actions:
- Send Email: Resend an invoice to the specified client.
- Edit: Modify invoice details.
- Delete: Remove an invoice from the system (see below for details on the deletion process).
-
Customer Management:
- Add new customers by entering details such as name, business name, description, email, phone, and image URL.
- Once submitted, a notification confirms that the customer has been created successfully.
-
Invoice Deletion:
- Click the delete button to remove an invoice, and a confirmation popup will appear, prompting you to type “delete.”
- After confirmation, the invoice is deleted, and a notification confirms the successful deletion.
-
Create New Invoice:
- Use the Create Invoice button to initiate a new invoice.
- A dropdown allows selection of any registered customer, and a confirmation popup appears after successful invoice creation.
-
Update Existing Invoice:
- In the actions area, click the Update button to modify invoice details.
- A confirmation popup will notify you when the update is successful.
Demo images of the Web App: