Invoice Pro SaaS Invoicing & Billing System

🧑‍💼 Super Admin Panel Features

The Super Admin oversees the entire platform and manages tenants (admins), billing, and frontend content.

• Dashboard Overview
  Track total tenants, transactions, active subscriptions, system-wide revenue, and plan usage.
• User (Tenant) Management
  View, approve, suspend or delete registered business users. See their activity and usage history.
• Subscription Plan Management
  Create/edit/delete monthly/yearly subscription packages with feature limits and pricing.
• Global Transactions Viewer
  List of all tenant payments, filtered by user, date, amount, or gateway.
• Payment Gateway Configuration
  Enable/disable Stripe or PayPal, manage credentials, and toggle between live/sandbox mode.
• Frontend CMS
  Edit the landing page, about us, features, pricing table, FAQs, and SEO metadata.
• Enquiries Management
  Handle contact form submissions and communicate with potential clients.
• System Settings
  Control branding (logo, favicon), company info, language, timezone, and global currency.
• Real-Time Reports
  Downloadable (PDF/CSV) insights into system revenue, user behavior, and engagement.
• Email & Notification Settings
  Configure default email templates, notification policies, and reminders.

👨‍💼 Admin Panel Features

The Admin represents a business tenant who handles invoice operations, client management, and product/service setup.

• Dashboard Overview
  Revenue charts, pending/paid invoice stats, due reminders, and quick shortcuts.
• Client Management
  Add/edit clients, assign invoices or quotations, and view transaction history.
• Product Category Management
  Create and manage categories for organizing items/services.
• Product Management
  Define product name, description, price, category, and image.
• Tax Management
  Add various tax types with percentage values (e.g., GST, VAT, IGST).
• Invoice Management
  Create invoices, apply taxes/discounts, set due dates, send to clients, print or download as PDF.
• Quotation Management
  Send quotations to clients, track status, and convert to invoice upon approval.
• Partial Payment Management
  Allow and manage partial invoice payments from clients.
• Transaction Logs
  View detailed invoice payment history, including method, amount, and date.
• Company Settings
  Set company name, address, contact info, logo, invoice template style, and default currency.
• Email Notifications
  Configure alerts for new invoice creation, quotation responses, payments, and reminders.

👤 Client Panel Features

Clients can log in to view their billing history, download invoices, and make payments.

• Client Dashboard
  Overview of paid/unpaid invoices, pending quotations, and transaction history.
• Invoice Management
  View, print, download invoices and make payments online (full or partial).
• Partial Payments
  Choose to pay partially and track outstanding balance per invoice.
• Quotation Viewer
  View received quotations, accept or reject them with comments.
• Payment History
  Review all payments made, with downloadable receipts.
• Email Notifications
  Auto email reminders for upcoming due dates, unpaid invoices, and new quotes.

🔐 Roles & Access Levels