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Bill Craft Report

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shlokatulpatil2006
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10 views10 pages

Bill Craft Report

Uploaded by

shlokatulpatil2006
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BILL

JANUARY 2025
CRAFT

BILL
CRAFT
REPORT
Powering tomorrow, today

PRESENTED TO
Rudra Nayak

PRESENTED BY
Shlok Patil
TABLE OF
CONTENTS

Name Ideas

Website Content

Essential Elements

Steps Ideas

Some Designs
BILL CRAFT 2025

NAME IDEAS
For bill making app

BILLFORGE
EASYBILL
QUICKDRAFT
INVOICERLY
PAYTRAIL
BILLIO
INVOICEMATE
SNAPBILL
LEDGERLY
BILLCRAFT

BILL CRAFT
BILL CRAFT 2025

ESSENTIAL
ELEMENTS

1. USER REGISTRATION AND AUTHENTICATION


SECURE LOGIN OPTIONS (EMAIL/PASSWORD, SOCIAL MEDIA LOGIN, OR
OTP VERIFICATION).
ROLE-BASED ACCESS (E.G., ADMIN, ACCOUNTANT, TEAM MEMBER).
2. DASHBOARD
OVERVIEW OF RECENT INVOICES, PAYMENT STATUS, AND DUE DATES.
KEY METRICS LIKE TOTAL REVENUE, OUTSTANDING PAYMENTS, AND
TAXES.
3. INVOICE/BILL CREATION
CUSTOMIZABLE TEMPLATES: USERS SHOULD BE ABLE TO CHOOSE AND
EDIT TEMPLATES WITH LOGOS, COLORS, AND STYLES.
FIELDS FOR BILL/INVOICE DETAILS:
INVOICE NUMBER (AUTO-GENERATED OR MANUAL).
DATE OF ISSUE AND DUE DATE.
BILL ISSUER DETAILS (COMPANY NAME, ADDRESS, CONTACT INFO).
CLIENT/RECIPIENT DETAILS (NAME, ADDRESS, CONTACT INFO).
ITEMIZED LIST OF PRODUCTS/SERVICES (DESCRIPTION, QUANTITY, PRICE,
TAX).
PAYMENT TERMS AND METHODS.

4. TAX AND DISCOUNT MANAGEMENT


TAX CALCULATION (E.G., VAT, GST, OR CUSTOM TAXES).
OPTION TO ADD DISCOUNTS (PERCENTAGE OR FIXED AMOUNT).
5. PAYMENT INTEGRATION
PAYMENT LINKS IN THE INVOICE FOR ONLINE TRANSACTIONS (VIA PAYPAL,
STRIPE, RAZORPAY, ETC.).
STATUS TRACKING: PAID, PARTIALLY PAID, OR PENDING.
6. PDF AND EMAIL GENERATION
EXPORT INVOICES AS PDF.
DIRECT EMAIL SHARING WITH CLIENTS.
7. EXPENSE AND PAYMENT TRACKING
TRACK EXPENSES RELATED TO INVOICES.
RECORD PAYMENTS MADE AND AUTOMATE REMINDERS FOR OVERDUE BILLS.
BILL CRAFT 2025

8. MULTI-CURRENCY AND LOCALIZATION SUPPORT


SUPPORT FOR DIFFERENT CURRENCIES.
LOCALIZATION FOR DATE, TIME, AND LANGUAGE.
9. CLIENT MANAGEMENT
STORE AND MANAGE CLIENT INFORMATION.
VIEW CLIENT HISTORY (PAST INVOICES, PAYMENTS, ETC.).
10. REMINDERS AND NOTIFICATIONS
AUTOMATED REMINDERS FOR UPCOMING DUE DATES OR OVERDUE
INVOICES.
ALERTS FOR PAYMENTS RECEIVED OR INVOICES GENERATED.
11. REPORTS AND ANALYTICS
GENERATE REPORTS ON REVENUE, EXPENSES, OUTSTANDING PAYMENTS,
ETC.
GRAPHS AND CHARTS FOR VISUAL INSIGHTS.
12. MOBILE-FRIENDLY DESIGN
RESPONSIVE APP FOR MOBILE AND TABLET USE.
OPTION FOR OFFLINE ACCESS WITH SYNC CAPABILITIES.
13. DATA SECURITY
SECURE STORAGE OF USER DATA (ENCRYPTION).
REGULAR BACKUPS AND PRIVACY COMPLIANCE (E.G., GDPR).
14. CUSTOMIZATION OPTIONS
ADD CUSTOM FIELDS OR NOTES.
MULTI-USER COLLABORATION WITH ROLE-SPECIFIC PERMISSIONS.
15. SUPPORT AND HELP
FAQ OR HELP CENTER.
LIVE CHAT OR SUPPORT TICKETING SYSTEM.
BILL CRAFT 2025

PLANING &
DESIGN DEV
STEP 1: DEFINE THE SCOPE AND FEATURES
IDENTIFY TARGET USERS
SMALL BUSINESSES, FREELANCERS, ENTERPRISES, OR INDIVIDUALS.
LIST CORE FEATURES
INVOICE CREATION.
TAX AND DISCOUNT MANAGEMENT.
PAYMENT TRACKING.
PDF GENERATION AND SHARING.
DECIDE ON ADDITIONAL FEATURES
MULTI-CURRENCY SUPPORT, ANALYTICS, CLIENT MANAGEMENT, ETC.
CHOOSE PLATFORMS
MOBILE (IOS, ANDROID), WEB APP, OR BOTH.
STEP 2: RESEARCH AND COMPETITOR ANALYSIS
STUDY COMPETITORS (E.G., QUICKBOOKS, ZOHO INVOICE, FRESHBOOKS).
IDENTIFY GAPS IN EXISTING APPS AND AIM TO FILL THEM.
STEP 3: CREATE WIREFRAMES AND DESIGN UI/UX
WIREFRAMING
USE TOOLS LIKE FIGMA, SKETCH, OR ADOBE XD TO CREATE WIREFRAMES FOR
APP SCREENS (E.G., DASHBOARD, INVOICE EDITOR).
USER EXPERIENCE (UX)
SIMPLIFY WORKFLOWS: CREATE INVOICES IN A FEW CLICKS.
USER INTERFACE (UI)
DESIGN A PROFESSIONAL AND CLEAN INTERFACE.
STEP 4: CHOOSE TECH STACK
FRONTEND
MOBILE: REACT NATIVE, FLUTTER, OR SWIFT (IOS) AND KOTLIN (ANDROID).
WEB: REACT.JS, ANGULAR, OR VUE.JS.
BACKEND
NODE.JS, PYTHON (DJANGO/FLASK), RUBY ON RAILS, OR PHP (LARAVEL).
DATABASE
POSTGRESQL, MONGODB, OR FIREBASE.
PAYMENT GATEWAY
INTEGRATE STRIPE, PAYPAL, RAZORPAY, OR OTHERS.
CLOUD SERVICES
AWS, GOOGLE CLOUD, OR AZURE FOR HOSTING AND STORAGE.
STEP 5: DEVELOP THE APP
BACKEND DEVELOPMENT
SET UP APIS FOR INVOICE CREATION, USER AUTHENTICATION, AND PAYMENT
PROCESSING.
FRONTEND DEVELOPMENT
CREATE USER INTERFACES FOR ALL CORE FUNCTIONALITIES.
DATABASE SETUP
CREATE SCHEMAS FOR USERS, INVOICES, AND PAYMENTS.
IFIC STEP, SUCH AS UI DESIGN OR BACKEND SETUP?
BILL CRAFT 2025

STEP 6: INTEGRATE KEY FEATURES


INVOICE/BILL CREATION
INCLUDE FIELDS FOR ITEMS, TAXES, AND DISCOUNTS.
AUTO-GENERATE INVOICE NUMBERS.
PDF EXPORT
USE LIBRARIES LIKE JSPDF OR PUPPETEER FOR PDF GENERATION.
EMAIL NOTIFICATIONS
USE EMAIL APIS LIKE SENDGRID OR MAILGUN.
PAYMENT GATEWAY INTEGRATION
SECURELY LINK PAYMENTS TO INVOICES.
STEP 7: TEST THE APP
FUNCTIONAL TESTING
ENSURE EVERY FEATURE WORKS AS INTENDED.
UI/UX TESTING
VERIFY EASE OF USE AND NAVIGATION.
PERFORMANCE TESTING
OPTIMIZE FOR SPEED AND LOW RESOURCE CONSUMPTION.
SECURITY TESTING
CHECK FOR VULNERABILITIES IN DATA STORAGE AND PAYMENT PROCESSES.
STEP 8: LAUNCH A BETA VERSION
GATHER USER FEEDBACK TO IMPROVE THE APP.
ADDRESS BUGS AND USABILITY ISSUES.
STEP 9: FINAL DEPLOYMENT
PUBLISH ON APP STORES (GOOGLE PLAY STORE, APPLE APP STORE).
DEPLOY THE WEB VERSION ON CLOUD PLATFORMS (E.G., AWS, HEROKU).
STEP 10: POST-LAUNCH SUPPORT AND MAINTENANCE
MONITOR APP PERFORMANCE AND USAGE ANALYTICS.
RELEASE UPDATES WITH NEW FEATURES OR FIXES.
PROVIDE CUSTOMER SUPPORT.
BILL CRAFT 2025

BILL
DESIGNS
BILL CRAFT 2025
BILL CRAFT 2025

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