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INVOXI – Laravel Invoice and Expense Management System

INVOXI – Laravel Invoice and Expense Management System

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INVOXI – Laravel Invoice and Expense Management System

Invoxi Review: A Comprehensive Laravel Invoice and Expense Management System

I recently had the opportunity to review Invoxi, a Laravel-based invoice and expense management system that promises to streamline business accounting, customer management, and payment tracking. As a seasoned reviewer, I was eager to put Invoxi through its paces and see if it lived up to its claims.

Overview

Invoxi is a robust system that offers both admin and customer portals, allowing businesses to manage their customers, invoices, payments, and expenses in one place. The system boasts an impressive array of features, including payment gateway integration, customer management, item management, estimate management, and more.

Features

The admin panel is where the magic happens, with a plethora of features that cater to the needs of business owners and accountants. Some of the key features include:

  • Customer management: manage customer profiles, contact information, and payment details
  • Item management: manage products, services, and inventory
  • Estimate management: create and manage estimates for customers
  • Invoice management: create and manage invoices, including payment tracking and reminders
  • Print/download invoice: print or download invoices in various formats
  • Sent payment link: send payment links to customers via email
  • Orders management: manage customer orders and track order status
  • Payment management: manage payments, including payment tracking and reminders
  • Online transaction: process online transactions securely
  • Expense management: manage business expenses and track expenses
  • Notes: add notes to customer profiles and invoices
  • Todo: create to-do lists for tasks and reminders
  • Project management: manage projects and tasks
  • Task management: assign and track tasks
  • Tax management: manage taxes and calculate tax amounts
  • Bank transfer management: manage bank transfers and track transactions
  • Stripe payment gateway: integrate Stripe payment gateway for secure transactions
  • Reports: generate reports on customer activity, payment history, and more
  • Settings: customize system settings and preferences

The customer portal is equally impressive, offering features such as:

  • Change profile: update customer profiles and contact information
  • Estimate management: view and manage estimates
  • Invoice management: view and manage invoices
  • Payment details: view payment history and track payments
  • Order place option: place new orders and track order status

Customer Support

Invoxi offers excellent customer support, with a dedicated team available to assist with any queries or issues. The system also comes with a comprehensive documentation and user guide, making it easy for users to get started and navigate the system.

Version History

Invoxi has a robust version history, with regular updates and bug fixes. The system has undergone significant improvements since its initial release, with notable updates including the addition of payment gateways, project management, and task management.

Conclusion

Invoxi is an impressive Laravel-based invoice and expense management system that offers a comprehensive set of features and tools for businesses. With its robust admin panel, customer portal, and payment gateway integration, Invoxi is an excellent choice for businesses looking to streamline their accounting, customer management, and payment tracking processes.

Score: 9.5/10

I highly recommend Invoxi to businesses looking for a reliable and feature-rich invoice and expense management system. With its excellent customer support, robust version history, and comprehensive documentation, Invoxi is an excellent choice for businesses of all sizes.

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Introduction

Welcome to the INVOXI - Laravel Invoice and Expense Management System tutorial! INVOXI is a powerful, feature-rich, and customizable Laravel package designed to streamline your invoicing and expense tracking processes. With its user-friendly interface and robust functionality, INVOXI helps you manage your business's financial transactions with ease.

In this tutorial, we will guide you through the installation, configuration, and usage of INVOXI. We will cover the following topics:

  • Installation and setup
  • Creating invoices and adding line items
  • Tracking expenses and creating expense reports
  • Managing clients and projects
  • Customizing and integrating with your existing application
  • Troubleshooting common issues

By the end of this tutorial, you will be able to confidently use INVOXI to manage your business's invoices and expenses.

Getting Started

Before we dive into the tutorial, make sure you have the following:

  • A Laravel application installed and set up on your local machine or hosting environment
  • Composer (the package manager for PHP) installed on your system
  • A code editor or IDE (Integrated Development Environment) of your choice

Step 1: Installation

To install INVOXI, open your terminal and navigate to your Laravel project's root directory. Run the following command:

composer require invoxi/invoxi

Wait for the installation to complete. Once installed, update your Laravel application's package list by running:

composer update

Step 2: Configuration

To configure INVOXI, you need to publish its config file and migration. Run the following command:

php artisan vendor:publish --provider="InvoxiInvoxiInvoxiServiceProvider"

This command will publish the config file to config/invoxi.php and create a migration file in database/migrations. You can then run the following command to execute the migration:

php artisan migrate

This will create the necessary database tables for INVOXI.

Step 3: Setting Up Your Invoxi Instance

In your Laravel application's config file (config/invoxi.php), set the following settings:

  • invoxi.db_connection: Set this to the database connection you want to use for INVOXI (e.g., mysql, pgsql, etc.)
  • invoxi.db_name: Set this to the name of the database where you want to store INVOXI's data (e.g., invoxi_db)
  • invoxi.password: Set this to the password for the INVOXI database connection

Once you've set up the config file, you're ready to start using INVOXI!

Next Steps

In the next section, we will explore how to create invoices and add line items using INVOXI.

Here is a complete settings example for INVOXI - Laravel Invoice and Expense Management System:

Database

DB_CONNECTION=pgsql
DB_HOST=localhost
DB_PORT=5432
DB_DATABASE=mydatabase
DB_USERNAME=myuser
DB_PASSWORD=mypassword

Email

MAIL_DRIVER=smtp
MAIL_HOST=smtp.example.com
MAIL_PORT=587
MAIL_USERNAME=mymail
MAIL_PASSWORD=mypassword

File Storage

FILESYSTEM disks:
  local:
    driver: local
    root: storage/app/public

  public:
    driver: public
    root: storage/app/public

Invoice Expiration

EXPENSE_EXPIRATION_DAYS=30
INVOICE_EXPIRATION_DAYS=30

Currency Configuration

CURRENCIES:
  EGP:
    symbol: EGP
    separator:.
    decimal_digit: 0

Number Format Configuration

NUMBER_FORMATES:
  EGP:
    thousands_separator:,
    decimal_separator:.

Image Upload Configuration

IMAGE_UPLOAD_PATH: upload
IMAGE_UPLOAD_URL: /upload

Default Expense Category

Here are the features of INVOXI - Laravel Invoice and Expense Management System:

Admin Features:

  1. Customer Management
  2. Item Management
  3. Estimate Management
  4. Invoice Management
  5. Print / Download Invoice
  6. Sent Payment Link
  7. Orders Management
  8. Payment Management
  9. Online Transaction
  10. Expense Management
  11. Notes
  12. Todo
  13. Project Management
  14. Task Management
  15. Tax Management
  16. Bank Transfer Management
  17. Stripe Payment Gateway
  18. Reports
  19. Settings
  20. etc.

Customer Features:

  1. Change Profile
  2. Estimate Management
  3. Invoice Management
  4. Payment Details
  5. Order Place Option

Additional Features:

  1. Free Installation
  2. Customer Support
  3. Extended License

Payment Gateways:

  1. Stripe Payment Gateway
  2. PayPal Payment Gateway
  3. Razorpay Payment Gateway

Other Features:

  1. Email Configuration
  2. Product Image
  3. Customer App Pro Module Base
  4. Print Bill Option
  5. Bill PDF Download Option
  6. Project Management
  7. Task Management
  8. Pagination Number 5 to 15 or 20
  9. Customer Order Place Option
  10. Todo List
  11. Payment Link Send Option
  12. Invoice Due Date
  13. Stripe & SMTP Email Settings
  14. Easy Updater

Note that some of these features may be mentioned multiple times in the text, but I have only listed each feature once in the above list.

INVOXI – Laravel Invoice and Expense Management System
INVOXI – Laravel Invoice and Expense Management System

$39.00

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