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 * Introduction
 * Requirements
 * Pre-Installation Steps
 * Installation
 * Post Installation Steps
 * User Guide
 * Client Area
 * Acknowledgement


CLASSIC INVOICER DOCUMENTATION

Created by : Elant Systems
Email : support@elantsys.com

INTRODUCTION

Classic Invoicer is a web-based invoicing application implemented using Laravel
5 framework. It uses JQuery and MYSQL database. . It uses JQuery and MYSQL
database. Classic Invoicer system will give you the opportunity to create custom
invoices and send them to your clients directly, it will also help you in
managing and tracking your income and expenses by the detailed reports it
produces.

REQUIREMENTS

The application can be installed on any PHP enabled web server that can connect
to a MySQL database. This includes shared servers, dedicated servers, and local
installations running on Linux, UNIX, BSD, Mac OS X, and Microsoft Windows
operating systems. The requirements to have the application up and running are:
-
 * Web Server
 * PHP
 * MySQL Database Server

PRE-INSTALLATION STEPS

This is a web based solution that needs its relevant files to exist on the web
server. The files can be copied to the web server by extracting the download
package on your computer and uploading its contents to the web server via FTP,
or by copying the download package to the web server directly and extracting its
contents there.

The contents of the download package need to be copied to the public HTML
directory in the web server it is serving from.

Examples of public HTML directories are:

 * /home/invoice/public_html/
 * /srv/www/htdocs/
 * /usr/local/htdocs/
 * /var/www/vhosts/invoice.com/httpdocs/

INSTALLATION

A. MINIMUM SYSTEM REQUIREMENTS

The installation process is quick and straight forward, after uploading the
files to your web server, open your browser and navigate to the install url by
typing

http://[yourdomain]/[youappfolder]/install

After entering the above url the install screen should appear as shown below



The installer will begin by checking the whether the minimum system requirements
have been met, after every test passes successfully, it’s time to begin the
installation process. Click on the “Let’s Begin” button to start the
installation.

B. DATABASE SETTINGS

Fill in your database details i.e. the hostname, database user, database
password and the database name in the next page that look like this



Fill in the database details as click on the submit button, in this stage the
application will attempt to create the database if it doesn’t already exist, it
will also, create the required tables.

NB. In most servers you will have to create the database manually and assign a
user to it and then continue with the installation process.

C. CREATE USER ACCOUNT

This stage may take some time to complete depending on your system, after the
process has completed successfully you will be redirected to the last step where
you create a user account that you will use to login.



Fill in your user account details in the form that appears, this will create a
user account in the database, this is the account you will use to login to the
system for the fiirst time. After entering all the details correctly, click on
the submit button, if you entered everything correctly you should be redirected
to the login page.



Hurray, that’s all!!!! You are now ready to starting creating your client list
and invoicing them as well as recording your expenses Hope you enjoy using the
application.

Feel free to customize the script in whichever way that suits your requirements.

POST INSTALLATION

The first step after the installation is to setup the system settings so that
you can add details for your business. This can be done under the settings menu.
The settings section has the following sub sections

 * Company

   In this section you set the details of your company like the name, address,
   email, contact, logo etc.

 * Invoice

   Here you will be able to set the details for the invoices you will be
   generating, things like the logo, start number, invoice terms and invoice due
   days

   

 * Email

   Here you will be able to set the mail server details by setting the mail
   protocol, the smtp hostname, the smtp username, smtp password and the port
   number. These details will be used when sending invoices and estimates to
   your clients.

   For invoices and estimates to be sent via email, the details must be
   provided.

 * Tax

   Create your tax rates here and set which one is the default one.

   

 * Templates

   In this section you will be able to set email templates that are to be used
   when you send invoices and estimates to your clients.

   

 * Numbering

   Here you set the Numbering prefix for the customer numbers, invoice numbers
   and estimate numbers.

   

 * Payment Methods

   In this section you will be able to create/edit/delete payment methods, you
   can also set the default method.

   

 * Currency

   Here is where you manage the different currencies that will be used in your
   application. You can also set which currency will be the default one.

   

 * Roles

   In this section you can create as many roles as possible who will have
   different access levels that you will assign permissions in the permissions
   module.

   

 * Permissions

   This is where you set the permissions for different user roles in the system.

   

 * Language Manager

   In the language manager section, you will be able to translate the
   application into various languages.

   

   The module has been made as simple as possible so that you are able to
   translate using the web interface. You start by adding a new language by
   clicking on the “create locale” button on the top right hand corner.

   A new window will come up where you enter the language name, the short name,
   status and language flag.

   

   To view the translations, click on the “view” button, By default the
   application comes with translation keys already added in the script.

   

   Here you can append new translations or replace existing translation.

   

    * "Append new translations" is used when you have added a new translation in
      the views and have not added them to the database, for you to be able
      translation them you need to add them to the database by selecting append
      new translations and then click on find translations in files. This action
      will scan all the files and look for any new translation keys that you may
      have added in the files.
    * "Replace existing translations" is used when you want to replace all the
      translation keys in the db with new ones from the files. The action will
      scan through all the files and get all the translation keys, then it will
      replace all the keys in the db with the ones from the files.
    * "Import groups" is used to import the translations groups from the files
      and save them into the database.

   

   You can also add keys in the database using this web interface, you just need
   to select the group that you want to add the keys for from the dropdown field
   and then enter the keys in the textarea each key per line without the group
   prefix.

   

   After you are done listing the keys click on add keys button at the bottom
   and it will save the keys to the database, you can now use the keys in the
   files.

   To edit a key, just click on the key you want to edit and a popover will
   appear above the key

   

   Click on the blue button with a tick on the right to save the key.

   After you are done editing all keys you wanted to edit, click on the “Publish
   translations” Button at the far button in order to save you changes to the
   database and also append then in the language files.

   

PLEASE NOTE:

For recurring invoices to be sent automatically, you need to add the following
Cron entry to your server

* * * * * cd /{path-to-your-project} && php artisan schedule:run >> /dev/null
2>&1

Remember to replace {path-to-your-project} with the correct path to the classic
invoicer core folder.

For Example

* * * * * cd /home/username/public_html/core && php artisan schedule:run >>
/dev/null 2>&1


USER GUIDE

1. DASHBOARD

The Dashboard is the main screen that appears immediately after logging in. The
dashboard mainly contains the links to the different functions that the system
user will be performing which include:-

 * Managing Clients
 * Creating/editing/deleting invoices
 * Creating/editing/deleting Estimates
 * Creating/editing/deleting payments
 * Creating/editing/deleting expenses
 * Managing products
 * Generating reports
 * Generating new system users
 * Editing system settings
 * Managing tax rates
 * Managing payment methods



2. CLIENTS

The clients menu allows one to create, edit and delete system clients, when you
click on the clients menu, the following window will appear.



To create a new client, click on the “New Client” blue button on the right side
of the client list window. A modal window will appear where you can enter the
details of the client



NB. You can set the client number prefix from the settings menu under numbering
section.



3. INVOICES

In this section, you will be able to set up your invoices, edit, add payments to
the invoices and even send them to your clients.



NB. You can set the client number prefix from the settings menu under numbering
section.

4. ESTIMATES

In this section you will be able to create Estimates for your clients; you can
also edit existing estimates from here.



NB. You can set the client number prefix from the settings menu under numbering
section.

CLIENT AREA

The client area allows customers to view their estimates and invoices, the
customers are also able to view reports of how they have spent their money and
how much they owe you.

To access the client area panel visit http://[your_domain]/clientarea



Customers can also make payments to the outstanding invoices.



ACKNOWLEDGEMENT

I really hope this documentation is detailed enough to get you started on using
the system, for any issues that are not covered in this documentation, please
contact me via my email. You can also hire me to customize the system for you at
a reasonable fee.

Once again, thank you so much for purchasing this script. As I said at the
beginning, I'd be glad to help you if you have any questions relating to this
script. No guarantees, but I'll do my best to assist. I will also be updating
the script every now and then so watch this space ;)

I kindly request you to rate the script on codecanyon.net and I will greatly
appreciate.

NB. All the images are used for DEMO purposes only. I am not responsible for
copyrights issues.

Thank you for purchasing my application, if you have any questions that are
beyond the scope of this documentation, please feel free to email me via the
email provided above.

Enjoy and best of luck!

Elantsys.