InfyInvoices-Saas Client Panel

Dashboard

The client panel dashboard provides a detailed overview of key financial metrics related to each client. It includes widgets that display the total amount invoiced to the client, the total amount paid, and the total amount due. This allows users to quickly assess the financial status of their client relationships.

Additionally, the dashboard shows the total number of invoices issued to the client, along with the number of paid invoices and the number of unpaid invoices. These metrics ensure that users can effectively track and manage invoice statuses and payments.

Quotes

The quotes module allows clients to add their own quotes. This module also provides edit, delete, and download options, enabling clients to manage their quotes efficiently. Users can update or remove quotes as needed and download them for record-keeping or sharing purposes.

Invoices

Clients can view their invoices and pay invoice bills that have been created by users. The panel also provides options to export all invoices in both Excel and PDF formats, allowing clients to manage and review their invoices conveniently.

Transactions

The transactions module displays invoice bills with details such as payment date, amount, payment method, and payment status. This module also provides an Excel export option, allowing clients to download and manage their transaction records efficiently.