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Invoice Settings

1. Introduction

This document outlines the requirements for implementing an Invoice Settings feature in Agency Handy. This feature allows Super Admin and Admin users to configure invoice templates and customize various fields to suit their needs.

2. Business Needs

Provide flexibility in invoice appearance and content to match agency branding.

Improve the invoicing process by allowing customization of templates.

Enhance user experience by enabling easy management of invoice settings.

3. User Stories

As a Super Admin/Admin, I want to access and modify invoice settings, so I can customize invoices to match my agency's branding.

As a Super Admin/Admin, I want to select and customize invoice templates, so I can apply these templates to all new and draft invoices.

As a Super Admin/Admin, I want to control which fields appear on the invoice, so I can ensure only relevant information is displayed.

4. Functional Requirements

4.1 Invoice Settings Access

Super Admin and Admin: Only users with these roles can see and access the invoice settings option.

Acceptance Criteria:

Invoice settings option is visible and accessible to Super Admin and Admin roles.

4.2 Template Selection and Customization

Template Selection: Super Admin and Admin can select the template for invoices.

Acceptance Criteria:

Ability to select a template from available options.

Selected template applies to all new and draft invoices.

Template can be reset to default

Template Customization: Super Admin and Admin can customize the selected template.

Logo:

Default: Company logo

Acceptance Criteria:

Users can change the logo.

Title:

Default: "Invoice" (Max 32 characters)

Acceptance Criteria:

Users can change the title.

Colors:

Theme, Text, Background, and additional fields based on the template.

Acceptance Criteria:

Users can customize theme, text, and background colors.

Note:

Default note (Max 140 characters)

Acceptance Criteria:

Users can set and edit a default note.

If user gives another note while creating invoice the default note will be replaced

Signature:

Acceptance Criteria:

Users can add, replace, or delete the signature.

Hide Fields:

Fields that can be hidden: Signature, Note, Agency Address, VAT Tax, Paid Amount, Customer Address, Due Amount, Discount Percentage.

Acceptance Criteria:

Users can select fields to hide when creating a manual invoice.

Hidden fields do not appear on the invoice if selected.

A button to reset to default for the template

4.3 Multiple Templates

Template State Management: Maintain changes made to templates even when switching between multiple templates.

Acceptance Criteria:

If a user selects Template 1, makes changes, then switches to Template 2, the state of Template 1 is saved.

Users can switch back to Template 1 and find their changes preserved.

5. Non-Functional Requirements

Usability: The interface for invoice settings must be user-friendly and intuitive.

Performance: Changes to invoice settings should be reflected immediately without significant delay.

Security: Only Super Admin and Admin users should be able to access and modify invoice settings.

6. User Interface

Invoice Settings Page: A dedicated page where Super Admin and Admin users can select and customize templates.

Acceptance Criteria:

Clear options for selecting and customizing invoice templates.

Real-time preview of changes made to the invoice template.

7. Dependencies

Authentication and Authorization: Ensure that only Super Admin and Admin users have access to invoice settings.

Template Management System: Development of a backend system to manage and store invoice templates and their states.

Queries:

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