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Templates
Invoicely - Invoicing Template
Introduction
Invoicely - Invoicing and Payments Template is a no-code template for small businesses or freelancers that offers a simple way to create invoices for products and services so that your customers could easily pay with their credit cards through a personal dashboard.
Features
- Stripe integration for credit card payments
- Customer, Manager and Admin dashboards
- Create your customer accounts
- Email notifications
- Responsive design
- Dynamic database structure
Data Structures
Data structure contains database related information about data types, fields and dependencies.
Data type
Field
Type
List?
Notes
Gender
Name
text
No
It stores the gender types, which is used in the radiochecker on sign up.
Invoice
Amount
Number
No
The invoice price
Description
Text
Invoice description
Document
File
PDF attachment
Issued to
User
The user who should pay the invoice
New Invoice
Boolean
Is used to mark that a new invoice is issued to you.
New Transaction
Boolean
Is used to mark that a new transaction is made by you.
Payment date
Date
Inserts the date when the invoice was paid.
Status
Text
Show the invoice status: Paid/Pending
Menu
Image
Image
No
Default icon for menu
Image_colored
Image
Colored icon for menu when hovered/selected
Name
Text
Menu title
Order
Number
It is used to organize the order of menus
Show
Boolean
It is used to limit the display of some menus depending on user type.
Privacy & Terms
Privacy
Text
No
Here is stored the Privacy Policy content.
Terms
Text
Here is stored the Terms and Conditions content.
Request
Body
Text
No
It stores the request main content.
Subject
Text
It stores the request subject.
Viewed
Boolean
It stores the request state: viewed by admin or not.
User
Accessrights
Text
No
It determines the type of user
Created By
User
It stores the user who created a new costumer.
Default card
Number
It stores the index number of the CC repeating group
First Name
Text
Personal user first name
Gender
Gender
User Gender
Last Name
Text
Personal user last name
Last Seen
Date
Is used to determine the invoices which the user has already seen and which are new ones.
Location
Geogr. Addr.
Personal user location
Profile Photo
Image
Personal user profile photo
Requests
List of Requests
Yes
Time Chart OS
Display
text
No
It is an option set which stores periods for chart filtering.
Pages
Page Title
States
Element
Notes
index
This is the first page of the template. The login and signup forms are here. You can login by filling your personal info or with demo login for customer or admin.
loginsignup
index
It lets to switch between Login and SignUp forms.
invoice
This is the page where you can see your invoice PDF document and this is the page where the client can pay his invoice.
This page can be accessed from the dashboard -> invoices -> file or from the link received on email when the invoice is created or the reminder is sent.
terms
The page with the company terms and conditions which the users should take in considerations in order to use your service.
This page can be accessed from the link in the footer.
Only admin can edit the content.
Edit
terms
It lets to switch between edit mode and saved mode.
404
When a page with your domain doesn’t exist, this page will appear.
dashboard
On this page are the main functionalities of the template.
As there are 3 types of users: customer, manager and admin, there are 3 different dashboards which are described below:
Customer dashboard
- Home – customer is able to see the graph with visual statistics by year/ month/ week for expanses which he spent for invoices and on the right recent transactions to other parties.
- Invoices – customer is able to see invoices issued to him, and they can be filtered by type: All, Paid, Pending, Received (just for customer) and by time: all, year, month, week. By clicking on Description/File it will redirect you to the Invoice page. Being a customer, a new invoice type will appear: Received, these are invoices issued to current user, here it is possible to pay the invoice without going on the Invoice page, just clicking on Unpaid status.
- Settings – here user can change his personal data, password, and add/delete cards. Also, by clicking on any card you can set it by default card, it means every time user will pay, it won’t require his card details. The default card can be changed anytime.
Manager dashboard
- Home – manager is able to see the graph with visual statistics by year/ month/ week for expanses which he spent for invoices and on the right are the most recent paid invoices.
- Invoices – in this tab manager is able to see paid, sent, pending, all invoices, is able to add new invoice for payment to a customer, when new invoice is created a mail is sent to customer. By clicking on edit invoice you can send a reminder to the client about his unpaid invoice.
By clicking on the name, it will appear invoices issued just to that person. Also, you can search a client in the search input.
By clicking on Description/File it will redirect you to the Invoice page.
- Settings – in this tab manager will be able to manage his account details profile and privacy without payments.
- My customers – in this tab manager sees the list of customers, and can add new customers, when adding new customer an email is sent to notify about it.
- Send request – in this tab manager can send message to platform so the admin could see it in his admin panel and reply to it.
Admin dashboard
- Home – manager is able to see the graph with visual statistics by year/ month/ week for expanses which he spent for invoices and on the right are the most recent paid invoices.
- Invoices – in this tab admin is able to see paid, sent, pending, all invoices, is able to add new invoice for payment to a customer, when new invoice is created a mail is sent to customer.
By clicking on the name, it will appear invoices issued just to that person. Also, you can search a client in the search input.
By clicking on Description/File it will redirect you to the Invoice page.
Invoices – the list of all invoices (for admin) and the list of invoices created by current user and issued to current user (for customer). They can be filtered by type:
All, Paid, Pending, Received (just for customer) and by time: all, year, month, week.
Also, here you can add a new invoice, edit or delete them.
Settings – in this tab manager will be able to manage his account details profile and privacy without payments.
Customers – the list of all users from the app divided by types: All, Customers, Managers. Here you can create a new user.
Requests – admin will see a list of message from manager user who sent the request. From this tab he'll also be able to sent back an email to user who wrote the message request.
invoice_filter
Dashboard
It filters invoices by type (Paid, Pending, Received)
invoice_time
Dashboard
It filters invoices by time (this week, this month, this year)
invoice_time_title
Dashboard
It is used for visual representation of the period you chose to filter invoices.
menu
Dashboard
It shows the group which have the same name as this state.
settings_menu
Dashboard
It switches between 3 tabs from the settings
time
Dashboard
It switches between period tabs from analytics diagram
users_filter
Dashboard
This is used just for admins. It filters user by their types (customer/admin)
customer
Popup Add New Invoice
Is used to determine the user it should make the changes.
open
FG menu RG
It is used to hide the desktop menu on mobile.
searchedUser
Group Search Options
It is used for searching all invoices of the selected user, on desktop
searchedUserMob
Group Search Options Mob
It is used for searching all invoices of the selected user, on mobile.
privacy
The page with the company privacy rules which the users should take in considerations in order to use your service.
This page can be accessed from the link in the footer.
Only admin can edit the content.
Edit
privacy
It lets to switch between edit mode and saved mode.
reset_pw
It allows you to reset the password, but only through the link received on email.
Reusable Elements
Reusable Element
States
Type
Notes
Header
-
-
-
Footer
-
-
-
Things to Note
Payments
This template uses Stripe Payment plugin
To setup your stripe account, go to stripe.com, create an account. You will be allowed to access your dashboard once you have successfully verified your email address and activated your account.
- Click on Developers and then, API keys. copy your API keys. Ensure to use a live API key when your template goes live
- Paste the API keys in the stripe settings tab of the plugin.
See general documentation on how to set Stripe Payments in Bubble App
Template Security
For security purposes the template has limited rights for demo users. What that means is that you will not be able to use the admin features at full until this template is purchased and enable the functionalities.
Below you could see the popup which appears for locked features:
In order to remove the locking, simply delete this popup from dashboard page.
Demo to preview the template
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Last modified 3mo ago