Highlights
- Automated recurring invoice generation via scheduled Laravel jobs
- Stripe integration with webhook-driven payment status updates
- Role-based access control across 3 user tiers
- Overdue payment reminders via automated SendGrid dispatch
- Reporting module with revenue summaries and aging reports
- Served 80+ active clients
About This Project
A client management and invoicing platform built for a consulting firm to replace their spreadsheet-based billing workflow. The system handles the full invoicing lifecycle from client onboarding through payment collection and receipt generation.
The Laravel backend provides a RESTful API powering a multi-role portal where administrators create and manage client accounts, generate invoices from customizable templates, and track payment statuses. Recurring invoices are automatically generated via scheduled jobs, with overdue payment reminders sent through SendGrid.
Stripe integration handles one-time and recurring payments with webhook-driven status updates ensuring real-time accuracy. The reporting module generates monthly revenue summaries, aging reports, and client payment history exports. Role-based access control separates admin, accountant, and client-facing views.