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Invoice/Billing Addon for SugarCRM

Project: Invoicing/Billing system for SugarCRM

Main objectives:

- create invoices online

- conduct billing online (one-time as well as re-occurring, needs to be able to work with payment gateway such as [url removed, login to view])

- customer login

- email notification

- retrieval of shipping rates when creating invoice

- update status of invoice (processing, shipped, completed)

- Integrates with other components of SugarCRM such as accounts, opportunities, and revenue should reflect in Pipeline.



- Create Invoice - begins the creation wizard of an invoice, steps include the following:

§ Add products or services to invoice (along with quantity of each)

§ Select an account/lead/contact

§ Add additional pricing (misc service which is custom to the order and does not belong as product or service, this normally is just an open text field with an associated “amount” field.

§ Choose whether its one time or re-occurring charge (if re-occurring specify how often, monthly, yearly, etc)

§ Option to notify account/lead/contact via email (just a single checkbox)

§ Apply discount (pulled from discount selection)

§ Specify invoice status (proposal, client review, rejected, approved)

§ Specify shipping carrier (USPS, UPS or FedEX)

§ Specify transportation type based on above carrier (Ground, 2nd day air, Next day etc), also pulls actual rates to invoice

§ Payment method (CC, Cash, Check)

- Add Product (ability to add products which can later be selected during the “create invoice” wizard). Products should have fields like weight, size, price, description, upload image, in stock/out-of stock, quantity, product cost (cost to me, this shouldn’t be visible to client/customer in any way)

- Add Service (ability to add a service which can later be selected during the “create invoice” wizard)

- Add Discount (ability to add discounts such as “10% off”, “20% off”, “5.00 off”, etc)

- Update Invoice - ability to update an invoice such as refund, add item, remove item, add tracking number, update approval status (different than status stages listed above) such as moving something from processing to shipped, to completed.

- Email Invoice (where customer claim they haven’t received the email and needs to re-email)

- Print Invoice – a nice invoice overview which creates a printer friendly version of the invoice but is professional looking (similar to the average invoice we get today, ie: [url removed, login to view], [url removed, login to view] etc)

- PDF download – capability to have invoice converted to PDF as well as reports.

Other capabilities:

- should have basic reporting such as popular items or services, how many of a particular product or service have been sold, view pending orders, ability to filter reports based on meta data (approved, client review etc), other reports would be like profit earned per defined period (month, year, etc), this will be able to subtract the cost of product from price of product which would then give u profit.

- Ability to integrate with other sections, for example under opportunities there can be an associated invoice which was created and selected to be in the “proposal” , “client review” or “approved” status (this is specified above during the invoice creation process). The other sections like accounts should be able to pull up invoices associated with account.

- Client login, this should allow the user to login (perhaps each customer or client is a sugarCRM account, they can login however they can only see their order history (of invoices) as well as invoice status. They should also be able to pay an invoice online if need be (for those who aren’t comfortable with giving their CC info via email, phone etc), this way they can complete the order online and pay by credit card only.

I have attatched the same project description in a word document for easier and cleaner viewing

SugarCRM (

This is what you MUST know and MUST be able to add the above project into. It is not to be a seperate application

I am finding that many of you after back and forth contact via PM are not reading the project details and are just fishing for work and saying "yes" before realizing the size and extent of the project. I am asking that everyone who is serious on bidding on this project send me a proposal outlining the project as they understand it (and be detailed), please do not copy and past my project since i will obviously realize it when i read the proposal.

I will only consider those who attatch a proposal via PM based on what i just mentioned above.

I will also not deal with unsecure payment arrangements like money orders.

If you are having a problem uploading the proposal via PM then please let me know and perhaps you can either post it somewhere or we can discuss this on the side.

Kemahiran: PHP

Lihat lagi: sugarcrm billing, sugarcrm invoice, sugarcrm invoicing, invoice sugarcrm, invoicing sugarcrm, billing sugarcrm, sugarcrm invoices, sugar crm billing, sugarcrm time billing, sugarcrm addons, sugarcrm billing module, sugarcrm billing invoicing, time billing sugarcrm, sugar crm invoice, invoices sugarcrm, sugarcrm billing system, time billing addon sugarcrm, sugarcrm invoice order, invoice billing sugarcrm, sugarcrm invoice approval process

Tentang Majikan:
( 10 ulasan ) New York, United States

ID Projek: #18622

Dianugerahkan kepada:


Hi I am a software engineer based in Cincinnati, Ohio with 6+ years of experience in PHP/MySql. I have worked before on customzing SugarCRM. Please check PMB for details.

$2200 USD dalam 30 hari
(2 Ulasan)

31 pekerja bebas membida secara purata $2248 untuk pekerjaan ini


Hello Sir, I read your project specs and would like to assure you that we can do this job in the earnest. We are CZONE Technologies, a growing web development company from New Delhi, [login to view URL] have made flash presentat Lagi

$1600 USD dalam 30 hari
(49 Ulasan)

Dear sir, we are interested and are looking forward to work on this project,thanx

$2500 USD dalam 45 hari
(35 Ulasan)

I can do it.. plz check pmb for details...

$1201 USD dalam 15 hari
(66 Ulasan)

plz check PMB

$2200 USD dalam 30 hari
(9 Ulasan)

We alredy done similar type of project for our auatralia client. Due to NDA boundation i Cannot able to show you... Our project is the mixture of [login to view URL] and PM us with more detail

$2500 USD dalam 40 hari
(11 Ulasan)

Greetings, Please check pmb for our business proposal. Thanks Satyajit MicrosecTec

$2200 USD dalam 50 hari
(28 Ulasan)

Dear Sir/Madam! If you are looking for fast turnaround and high quality results then we would like to offer you our services. Our company has been operating in the shpere of web design, development and programming for Lagi

$2500 USD dalam 45 hari
(3 Ulasan)

Hi, let my team help you for sugarCRM customizations, we are devloping a sugarCRM customization for others! regards

$1800 USD dalam 20 hari
(56 Ulasan)

We will provide you the solution exactly as per your requirement. We are ISO 9001:2000 Certified IT Solution Provider Co. We are committed to provide 100% satisfaction to our customers. Do visit [login to view URL] . Lagi

$1500 USD dalam 35 hari
(10 Ulasan)

Dear Sir/ Madam, We got extremely interested in the project proposed by you. We are an IT company specializing in programming. More than 7 years of experience help us achieve fabulous results for our clients, provid Lagi

$2500 USD dalam 40 hari
(2 Ulasan)

InfogateSoftware is the only ISO 9001 certified company listed here. We are in the field since 1998. We had done 300+ projects in past 1 year. We had gone through your requirements and can do it quite comfortably.

$2800 USD dalam 45 hari
(10 Ulasan)

Hi We are ready to work with you. We are a team of designers specailized in the arena of designing as well as PHP/Mysql. We have succesfully completed PHP-Nuke project/PHP project to the client satisfaction. We are new Lagi

$1800 USD dalam 30 hari
(2 Ulasan)

please see pmb for details

$2480 USD dalam 19 hari
(1 Ulasan)

Hi pls. see PM for more details. Thanks.

$1000 USD dalam sehari
(0 Ulasan)

We are here to make the project successfull and professional for you. It's time to make it working. Please check out PMB to get an idea of our qualification and experience and contact us for further information.

$2500 USD dalam 45 hari
(0 Ulasan)

Hi there, Niftysoft Solution is a leading IT services company providing solutions across the globe. A large team of extremely professionals staffs Niftysoft Solution with a strong background in IT field and having Lagi

$2600 USD dalam 35 hari
(0 Ulasan)

We are India based company into Web developement, Search engine optimization and BPO. We have done series of projects like dating, ecommerce solutions, image editors, gaming websites,professional websites and many mor Lagi

$2500 USD dalam 45 hari
(0 Ulasan)

Our bid is for really very high quality work for your Invoice/Billing Addon for SugarCRM that will be made to be upgradable in case you need some upgrades in future. We will always be available for upgrades. Our bid i Lagi

$2000 USD dalam 25 hari
(0 Ulasan)

Hello, We , NetAdeptes , a web development company, assured you to deliver product within timeframe and quality work. Please avail our services for your project. Thanks NetAdepts

$2000 USD dalam 60 hari
(0 Ulasan)

Hi, We are Simi Valley, California based web development firm with a pool of 35 programmers and designers. We have been in this business since last four years and we are sure that we can do the job for you if given Lagi

$2600 USD dalam 36 hari
(0 Ulasan)