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Billing Module

$30-250 USD

In Progress
Posted almost 8 years ago

$30-250 USD

Paid on delivery
Hello, I have an existing IT business and a website called OneChoiceIT.com. Our business is local at the moment and we have users calling us to resolve their IT issue. However, our service runs into issues generating invoices and receiving payments. We would like a billing/CRM system where the customer we'll be able to simply click "Submit payment" on our website. At the top of the page would be great. Once the user is on the page, we'll like them to submit their customer information. First Name Last Name Address Address 2 (OPTIONAL) Apartment, suite, floor, etc. City State/Province/Region Zip/Postal Code Phone Email Invoice number: - This is provided by the tech We would like a system where the IT tech we'll be able to create an invoice number in the portal. Example Invoice number: 123 Service: Virus removal Price to charge customer: 45 Tax: Yes or no --------------- Once the technician submits the information into the portal the customer submits the billing details as listed above. In addition, the customer we'll go ahead and submit the invoice number the tech provided on the phone as well. (It is very important for the CRM to capture the billing details and invoice number for accounting purposes). In this way I'll be able to go in the CRM and look up this information. Next - This will take the customer to a check out page with the service listed and an option to pay by credit card, PayPal, Google Pay, Pay using a checking account.
Project ID: 11018317

About the project

15 proposals
Remote project
Active 8 yrs ago

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15 freelancers are bidding on average $347 USD for this job
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Already worked on Lots of projects with excellent reviews you can check Lets start.................................
$555 USD in 10 days
5.0 (109 reviews)
7.4
7.4
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Hello, I have 10+ years PHP, CSS, HTML, JavaScript and MySQL experience. I can finish your CRM project in 4 days. Please send me a message to discuss the project details. Thank you.
$388 USD in 4 days
5.0 (128 reviews)
7.4
7.4
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Hello, I have built quite a few systems like this & I have a base-module ready for similar purpose. I would love to show you a demo of the same. I do have a couple of questions: Q1. When the customer is filling in details, does he select what services he requires? Q2. Is there an appointment module? When a customer puts in a request - does he get to select the time / date of the visit? Q3. Since the IT tech, might do an on-location visit, do you want a daily task list from the CRM? Q4. Invoice & Receipt will be sent via Email? It would be great if we can have a discussion regarding this project & I can discuss my ideas with you. Cheers! Mihir.
$266 USD in 10 days
5.0 (6 reviews)
4.3
4.3
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uf you have a paypal business account then i can do it in 1 hour or so.
$333 USD in 1 day
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Houston, United States
5.0
37
Payment method verified
Member since May 5, 2007

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