Empower your small business or freelance endeavors with Mind Glowing Finance, a comprehensive CRM platform designed to streamline customer management, product cataloging, project time tracking, and invoicing. Your all-in-one solution for seamless financial management and client satisfaction.
Note
โ๐ง The platform is currently in development and is not finished.
- Clone the repository
git clone https://github.com/kenjibailly/mindglowing_finance/
- Copy example .env file and make changes:
cp .env.example .env
- Run the Docker Compose
docker-compose up -d
๐ง Currently in development, only placeholders at the moment
๐ ๏ธ Settings
- โ Date Format
- โ Time Zone
- โ Currency
- โ First Name
- โ Last Name
- โ Email
- โ Company Name
- โ Street
- โ Street 2
- โ City
- โ State
- โ Zip
- โ Country
- โ Invoice Prefix
- โ Invoice Separator
- โ Estimate Prefix
- โ Estimate Separator
- โ Items Per Page (pagination)
Create a payment method with the following fields:
- โ Name
- โ Description
Create a discount with the following fields:
- โ Name
- โ Discount Code
- โ Discount total
- โ Discount Percentage
- โ Description
Create a shipping company with the following fields:
- โ Name
- โ Description
Create a tax with the following fields:
- โ Name
- โ Percentage
- โ Description
Create a customer with the following fields:
Personal Information:
- โ First Name
- โ Last Name
- โ Email
- โ Company
- โ Currency
Shipping and Billing Information
- โ Street
- โ Street 2
- โ City
- โ State
- โ Zip
- โ Country
- โ Option to save billing same as shipping
Contact Information
- โ
Preferred medium of contact
- Discord
- Telegram
- Other
- โ Contact Medium Username
โ๏ธ Functions
- โ Create
- โ Edit
- โ Delete
- โ Delete Selected
Create a product with the following fields:
- โ Picture
- โ Name
- โ Price
- โ Description
โ๏ธ Functions
- โ Create
- โ Edit
- โ Delete
- โ Delete Selected
Create an invoice with the following fields:
- โ Number
- โ Customer
- โ Product
- โ Quantity
- โ Option to add another product
- โ Add project
- โ Add project hour rate
- โ Discount
- โ Option to add another discount
- โ Tax
- โ Shipping Amount
- โ Shipping Company
- โ Paid On Date
- โ Paid Amount
- โ Payment Method
- โ Option to add another payment
- โ Description
โ๏ธ Functions
- โ Create
- โ Delete
- โ Delete Selected
- โ Edit invoice
- โ Create a PDF
- โ Send the PDF to the client using mailgun
Create an estimate with the following fields:
- โ Number
- โ Customer
- โ Product
- โ Quantity
- โ Option to add another product
- โ Discount
- โ Option to add another discount
- โ Tax
- โ Shipping Amount
- โ Shipping Company
- โ Project time
- โ Project hour rate
- โ Description
โ๏ธ Functions
- โ Create
- โ Edit
- โ Delete
- โ Delete Selected
- โ Create a PDF
- โ Send the PDF to the client using mailgun
Create a project and use time tracking to bill this to the client.
Create a project with the following fields:
- โ Name
- โ Customer
- โ Description
โ๏ธ Functions
- โ Create
- โ Edit
- โ Delete
- โ Delete Selected
Tracks your time, create a name and start tracking your time
Create a time tracking with the following fields:
- โ Name
- โ Has start date and time
- โ Has stop date and time
- โ Custom start/stop date and time input
โ๏ธ Functions
- โ Start
- โ Stop
- โ Delete Selected
Searches for the following in one search field:
Customers
- โ First Name
- โ Last Name
- โ Email
Invoices
- โ Number with prefix
- โ Description
Products
- โ Name
- โ Description
Projects
- โ Name
- โ Description
- โ Create API functionality
- โ Logout window on profile pic in navigation bar
- โ Check success alerts
- โ CSS styling
- โ Change delete buttons placement inside table
- โ Overview pages for:
- โ
Customer
- โ Table with links to last invoices
- โ Table with links to last estimates
- โ Table with links to last projects
- โ
Product
- โ Stats of product sales
- โ Table with latest invoices where product is used
- โ Estimate
- โ Invoice
- โ Add project section
- โ Update totals section
- โ
Customer
- โ
Create Invoice
- โ Add total time html element to bill project section in create invoice when project is selected
- โ Push total time and hour rate to invoice creation
- โ Change name to company when company exists of customer
- โ Update total section with project time * hour rate
- โ Function to count all the time trackings of a project and add them to an invoice
- โ Add one labor hour price
- โ Add type to search and style
- โ Add click menu to profile picture for logout
- โ Leads and their conversion
- โ Complete Setup Config
- โ Validation