InvoiceFlow

Efficient Invoice Creation and Tracking System

Modern Invoicing system to speed up creating, sending and tracking all of the invoices that are sent with possibility to export financial and analytical reports

  • Invoice Tracking

  • Report Insights

Advanced Invoice list interface from the Invoice Flow application

Details

Project Overview

  • InvoiceFlow

  • Financial & Tax

  • 2025

  • 3 weeks

The invoicing process can be a significant issue because it often involves repetitive manual tasks like entering client data, formatting invoices, and sending emails. This not only consumes valuable time but also increases the risk of human error, delayed payments, and poor cash flow management. As a result, it can reduce overall efficiency and distract teams from focusing on more strategic, revenue-generating activities.

Invoice Details showing important insights to user of Invoice Flow app after implementation
Invoice Details prototype interface before Invoice Flow app implementation

Challenges

Project Challenges

  • 01

    Manual Client Tracking

    The use of Excel Sheets to track which clients needed to be invoiced each month

  • 02

    Repetitive Work

    Each invoice was created manually, increasing the chance of data entry errors

  • 03

    Slow Delivery

    Invoices were sent one by one, making the process tedious and inefficient

  • 04

    Scalability Issues

    As the number of clients increased, the manual workflow became harder to manage

Challenges

Solutions We Provided

  • Clients List

    A centralized database of all clients, with searchable and editable fields

  • Invoice Templates

    A template builder that allows them to create reusable invoice formats

  • Invoice List

    Automatically stores and organizes all sent invoices with search, filters, and download options

  • Send Invoice

    A smart form that auto-fills client and template data, making invoice generation a 30-second task

  • Reports Page

    Detailed insights - number of invoices sent, revenue per client, payment status overview

  • Financial Tracking

    Visualization of the financial situation based on planned and actual expenses

Tech we used

.NET Core

ReactJS

PostgreSQL

RabbitMQ

Swagger

Vite

Challenges

Project Summary

One of the core design challenges in this internal project was combining multiple manual tools—Excel, Word, and Outlook—into a single streamlined system. Since these tools are commonly used in many businesses, we aimed to build a platform that feels familiar yet significantly more efficient.

Another key challenge was ensuring data accuracy and reliability within the automated workflow. Invoicing mistakes can lead to serious consequences, so we focused on building strong validation logic and ensuring smooth data flow across all components.

By applying an agile, iterative approach, we refined the system step by step—testing functionality, improving user flow, and ensuring the solution was both practical and scalable. This process helped us demonstrate how such a system can save time and reduce manual effort in real-world use cases.

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