In Progress

Qtn - Service Order - Invoice System

Need customization work on Ultimate Client Manager – CRM – Pro .

Ref: [url removed, login to view]*%20no%20PO

Required features:

- 2 level admins : Admin / Users

- Credit Note*

- Debit Note*

- Purchase Order*

- Quotation

- Service Order

- Invoices

- Statement of Accounts [filter by Company, Bill]

* No accounting required for C/N, D/N, P/O. No inventory.

** All bills (C/N ; D/N, Qtn, S/O, Inv) to be able to export as Excel & PDF

Flow: "Quotation" to convert to "Service Order" to convert to "Invoice"

All 3 Bills to display same "Bill To" information, items descriptions, just that "Service Order" does not display costs/prices.


1. Versioning required for every change to Qtn, S/O, Inv

2. System to trace action of User (When quotation is prepared by A, it’s stated as Prepared by A. When B converts this quotation to SO, this SO becomes Prepared by B. When C converts this SO to invoice, invoice becomes Prepared by C. )

3. Quotation Status: Quoted, Converted to Service Order, Rejected

4. Service Order Status: Prepared , Converted to Invoice

5. Invoice Status: Paid, Unpaid

6. Purchase Order Status: Cleared, Uncleared

6. Credit Note / Debit Note Status: Paid, Unpaid

Skills: MySQL, PHP

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About the Employer:
( 7 reviews ) Singapore, Singapore

Project ID: #13770969

Awarded to:


Hey i have a few questions and suggestions about the project, if we could talk in detail and make this work!

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(14 Reviews)

26 freelancers are bidding on average $468 for this job


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