Features

• Register business accounts
• Redirect to settings page
• Business settings page
• Workflow to update details
• Display success alert
• Display initial content
• Customer account dashboard
• Display a list of customers
• Create a new customer
• Workflow to edit the details of a customer
• Filter contacts by name
• Generate invoices
• Create invoice items - setting the page state
• Workflow to generate invoice
• Redirect to invoice page
• Display invoice page
• Sending invoices as emails
• Generate invoice PDF & preview
• Workflow to send email
• Accept payments/process invoice payments
• Configuring Stripe API keys
• Display payment success alert
• Send business payment confirmation email
• Track expenses
• Add categories from option sets
• Attach photos of receipts
• Redirect user to dashboard after workflow
• Display metrics on a dashboard
• Revenue for invoices - split between paid and owing
• Expenses - Total and by category
• Filter by dates
• Display list of invoices
• Redirect invoices to invoice page
• Page navigation menu

Additional features

• Recurring invoices
• Add users to a team