Idego Invoice

Digital Invoice
System

Tool for automated invoice
management and finance analysis.

invoice

Service

Web App Development
Product Design
Product Maintenance

Technology

Python
Django

Location

Poland

Team on project

4 Software Developers

Case results

Idego Invoice is an invoicing tool that optimizes settlement procedures, providing your company with

30% cost reduction
30%

Cost Reduction

45% faster payment
45%

Faster Payment

5x more convenience
5x

More Convenience

product pitch

Product Pitch

Idego Invoice is an invoicing tool that provides multifunctional and intuitive control panel design. The technology implemented inside the web app ensures the most convenient and quick access to all your settlements and your client base. Idego Invoice allows for detailed monitoring and analysis of the company’s financial condition by generating extensive reports based on the chosen set of variables.

Main features

Idego Invoice is an invoicing tool that optimizes settlement procedures, providing your company with

Automation and optimization of the settlement process

Integration with the reporting tool

Direct integration with a bank account

Integration with various billing systems

digital invoice system

"We developed a web application that saves time and costs associated with manual invoice management. The product will definitely benefit more companies in the future."

Piotr Groza
CEO, Idego

Background

Problem

It all started with the need to optimize and automate the process of issuing recurring invoices.

Back then, our customer relied on Microsoft Excel in which every invoice had to be done manually as there was no option to save an invoice template for a certain client or service. As a result, every month the company was repeating the same process for recurring settlement, investing a lot of time and effort into something that could be automated.

report monthly

Another limitation of the tool was the fact that all data was stored in the cloud and for the company, it wasn’t necessarily a safe way to keep it. The tool also lacked the feature to create a list of regular clients and products or services provided by the company. They needed an invoice management solution that would not only facilitate the invoicing process but also help them organize their client base.

Process

An ideal solution for us was to develop a web app equipped with all the needed functionalities. Since we were to create the entire software from scratch, there were some decisions to make. Together with our client, we chose to base the product on Python and Django as both technologies enabled us to accelerate the whole development process. We then decided to build the product on the central server to allow app users for constant access to current invoices. That was also to solve the problem of data storage.

reports new clients

When it comes to design we had many ideas but there were all aiming to create functional, easy to operate interface. We added a navigational menu so to ease the use of a product and make the dashboard more intuitive. The product was meant to be ready-to-use without the need for special instructions so we had to really focus on the level of user experience provided by the app.

We developed Idego Invoice, working in the Agile methodology while staying in constant contact with the client. This way we could easily discuss new ideas and possible obstacles on the way. Thanks to the work model we managed to accomplish the project in a tight schedule, leaving our client fully satisfied with our work.

Solution

We created a web app that allows for replacing paper invoices with a digital invoice system.

customer details

"Idego Invoice is a great example of how automation can solve all our problems at once."

Krzysztof Gibas
CTO, Idego

Idego Invoice is equipped with a set of functionalities that enable you to:

Optimize the process of making recurring invoices

The application allows for invoicing based on saved templates. The invoice data for a particular recurring bill is stored and can be used again in order to optimize and accelerate the process. The templates speed up invoicing, making the process 5 times more convenient. They also reduce the number of errors made during manual filling in the data.

Import incoming payments from clients

The system imports payment information via the mt940 report from a banking platform. After automatic payment verification, it generates payment reminders and sends them to the clients with outstanding invoices. This way the solution ensures a 45% faster payment process as a company doesn’t have to focus on monitoring payment status and informing people about the arrears. Idego Invoice can also be integrated with Veem.com, Stripe, or any other automatic payment system.

Automate the invoice sending process

The app not only optimizes the issuing of invoices and the payment monitoring but also the sending process. A company sets up a recurring payment, its date, and the client’s email. The tool automatically sends generated invoices directly to clients and file copies to the Finance Department.

Generate detailed income reports

Thanks to the extensive report module, a company can monitor the revenues over selected weeks, months, or years. It helps the company make better decisions based on the whole history of settlements. The app also has a separate sharing module. It allows the admin to decide what elements of the app other users will have access to.

Manage your client base

Idego Invoice contains elements of a small CRM system. The app stores all the information regarding the company’s clients. Generated reports in a clear way show the company’s total number of clients, the percentage of new clients, and all the invoices details. The system enables the company to trace who, when, and for what made the payment.

Integrate the tool with different systems

The app can be easily integrated with, for example, a storehouse management system. Idego Invoice directly imports all the data and creates a central list of products. The integration makes all the products are visible in the app and can be added to a company’s invoice. The same happens when we integrate the app with the time reporting system. After the procedure, a company has access to the time report and can add it to the invoice. The functionality allows for easy products and services management.

Global sale of services

The system has different currencies and tax systems built-in to ease the issuing invoices for clients from abroad. It gives the business an opportunity to sell their services to international markets.

invoice layout

Project summary

Automated invoicing will progress and will cover more and more areas in companies so that people can focus on valuable work instead of repetitive tasks. The solution we created enables companies to save about 30% of costs on just invoicing. It speeds up the payment process up to 45% and provides the most informative and intuitive control panel to manage all clients and services. Incorporating Idego Invoice into your business, you get full control over your income and detailed insight into the financial condition of your company.

idego invoice presentation

Idego is a custom software development company able to bring your product vision into life. We give you access to the latest technologies and trends but most importantly, to a talented and dedicated team of professionals.

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