Invoice generation
We developed an internal management system for the business. The system allows employees to quickly register new rentals, assign clients, manage contracts, and generate printable documents with a single click. The entire workflow – from client search to the signed contract – is managed within a single interface.
Iššūkis
The client used to fill out contracts by hand or rely on Word templates – a process that was time-consuming and prone to errors. They needed a system that would:
-
Allow quick contract creation and assign an existing or new client in a single-step form.
-
Automatically generate a correctly filled contract ready for printing.
-
Track client history and provide an overview of revenue and business activity.
Sprendimas
Dashboard
The main screen instantly displays key metrics: total rentals, total revenue, this month's rentals, and the number of registered clients. Recent rentals are displayed in a table with direct action links.
Client Management
-
Instant client search by name, surname, or phone number directly within the form – if found, the client's details are auto-filled automatically.
-
New client creation can be done directly within the same form without any extra steps.
-
Detailed client profile displays the full contract history.
Contract & Document Generation
-
One-click A4 rental contract generation, complete with all client and agreement details, contract number, and terms.
-
Dedicated print view for client documentation.
-
Print-optimized template designed specifically for standard paper layout – featuring proper page breaks and clean typography.
Employee Management
-
User control: ability to add, edit, and deactivate employee accounts.
Rezultatas
Project Outcomes
-
Registration and contract generation now take just a few minutes instead of dozens.
-
Complete client and contract history is stored in one centralized place, making it easy to find using any search criteria.
-
The dashboard provides an instant snapshot of revenue and business activity without the need to generate manual reports.
-
The system is restricted to authorized employees only, backed by a secure authentication workflow.
Norite panašaus projekto?
Papasakokite apie savo verslą — pasiūlysime sprendimą ir pateiksime aiškią sąmatą per 24 val.
Pradėkime pokalbį