A SaaS application that helps freelancers create, send, and track invoices with PDF generation and payment links.
- 🔐 User authentication (JWT based)
- 👤 Client management (CRUD)
- 🧾 Invoice generation with line items, tax, and discounts
- 📄 PDF export of invoices
- 📧 Email invoice to clients
- 💳 Stripe/Razorpay payment integration
- 📊 Dashboard with income summaries and invoice status
- 🤁 Recurring invoices and reminder emails
- 🎨 Invoice design templates
- 👥 Multi-user/team support
- 📊 Advanced analytics dashboard
- 💰 Subscription plans with Stripe Checkout
- 🌐 Public invoice view + pay portal
| Feature | Description |
|---|---|
| 🧾 Invoice Item Library | Save commonly used line items for quick reuse |
| 🌍 i18n / Locale Support | Multi-language and currency formatting |
| 🥉 Custom Fields | User-defined fields in client, invoice, or project |
| 🗓️ Due Date Notifications | Email/SMS reminders before due |
| 📱 WhatsApp API Integration | Send invoices or reminders via WhatsApp |
| 🧠 AI Suggestions | Smart text generation for proposals/invoices |
| 📥 Inbox Parsing | Auto-create client from email parsing |
| 🔄 Zapier/Webhook Integration | Connect with 3rd party tools like Notion, Slack |
| 🧪 A/B Template Testing | Test invoice/proposal templates for conversion |
| 🧲 Regional Tax Formats | Support GST, VAT, and region-specific formats |
| 💼 Export to Marketplaces | Convert proposal into Upwork/Fiverr-friendly format |
| 👨👩👦 Team Roles & Permissions | Admin, editor, viewer-level controls |
| Layer | Technology |
|---|---|
| Frontend | React, Tailwind CSS, Redux |
| Backend | Node.js, Express |
| Database | MongoDB Atlas |
| Auth | JWT, bcrypt |
| PDF Generator | pdf-lib / Puppeteer |
| Email Service | Nodemailer / Resend / SendGrid |
| Payments | Stripe / Razorpay |
| Hosting | Vercel (FE), Render/Railway (BE) |
| Storage | Firebase Storage / AWS S3 (optional) |
# Clone the repo
$ git clone https://github.com/your-username/invoice-saas.git
$ cd invoice-saas
# Install dependencies
$ cd backend && npm install
$ cd ../frontend && npm install
# Create .env files for backend and frontendExample .env for backend:
PORT=5000
MONGO_URI=your_mongodb_connection_string
JWT_SECRET=your_jwt_secret
STRIPE_SECRET_KEY=your_stripe_secret
EMAIL_API_KEY=your_email_provider_key
| Week | Focus |
|---|---|
| 1 | Auth, project setup, DB schema |
| 2 | Client & invoice CRUD |
| 3 | PDF, email, and payments |
| 4 | Dashboard, polish, deployment |
invoice-saas/
├── backend/
│ ├── controllers/
│ ├── models/
│ ├── routes/
│ ├── utils/
│ └── server.js
├── frontend/
│ ├── src/
│ │ ├── components/
│ │ ├── pages/
│ │ ├── redux/
│ │ └── App.js
├── .env
└── README.md
Pull requests and suggestions are welcome! Open an issue first to discuss any breaking changes.
📜 License Software Engineer, IIIT Gwalior © Yuvaan Singh