Invoice Management is an application that streamlines the process of managing user accounts, customer information, and invoices. It provides a comprehensive set of features to enhance user experience and improve productivity. This document outlines the requirements and functionality of the application.
Applications Requirements
User Account
- User Registration:
- Users can create new accounts by providing a unique email address.
- Account verification is mandatory to ensure the validity of the email address.
- Users are required to provide essential details such as name, email, position, bio, phone, address, etc.
- Users should have the ability to update their personal information.
- User Login
- Users can securely log in using their email address and password.
- Token-based authentication (JWT Token) will be used for user authentication.
- Role and permission-based authentication should be implemented to ensure appropriate access control.
- Two-Factor Authentication
- Two-factor authentication will be implemented using phone numbers to enhance security.
Customers
The application should allow users to manage customer information, including name, address, etc.
- Customers can be individuals or institutions.
- Customers should have the ability to generate invoices.
- Search Customers
- Pagination functionality should be implemented for large customer lists.
Invoices
- Users should be able to create new invoices.
- Invoices should be associated with a specific customer.
- The application should provide options to print invoices for mailing.
- Users should be able to view invoices in spreadsheet format.
- Invoices should be downloadable as PDF files.
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