🧾Warpspeed - Invoicing Saas Template

THIS ALL-IN-ONE SAAS BILLING TEMPLATE IS DESIGNED TO SIMPLIFY THE MANAGEMENT OF YOUR CUSTOMERS, PRODUCTS AND FINANCES.

📸 Photos 📸

👀 Model Overview 👀

Optimize your financial management with this all-in-one SaaS billing template, designed to provide freelancers, agencies and small businesses with a complete and professional solution. With a dedicated customer interface, easily track your customers' information, apply specific taxes, and keep all essential data centralized in one place.

⚡️ Features ⚡️

• Customer Management

Add, edit and track your customers' critical information in a dedicated interface. Easily access their data to customize your invoices and ensure smooth management.

• Creation and Management of Products

Create products or services with specific descriptions, custom pricing and options. Keep an organized view and easily apply them to invoices.

• Custom Invoices

Generate custom invoices by adjusting the details for each customer, including products, taxes and discounts, to meet their specific needs.

• Download Invoices in PDF

Export your invoices to PDF in one click. Ideal for archiving, printing or sending directly to your customers.

• Creation of Coupons and Discounts

Create custom coupons to offer discounts to your customers. Apply them directly to invoices to boost your sales or build customer loyalty.

• Team Collaboration

Allow multiple users to work on the platform with customized access. Each member can manage his own customers, products and invoices independently.

• Tax Automation

Automatically apply customer-specific taxes when generating invoices, ensuring perfect compliance and accuracy.

• Intuitive Interface and Clean Design

Enjoy a modern and clean design that simplifies navigation and makes invoice management enjoyable, even for beginners.

• History and Tracking of Invoices

Keep track of all your transactions thanks to a dashboard that displays the complete history of invoices issued and their status (paid, pending, etc.).

📄 Pages 📄

Index

The home page presents a main button to redirect users to the demo dashboard. This is the starting point to explore features or access your account.

Log_in

This page allows users to log in to their account by entering their credentials (email and password). Automatic redirection to their dashboard is performed after a successful login.

Sign_up

The registration page allows new users to create an account. They can enter their information to start using the app and access the dashboard.

App

This is the main page where users manage their customers, products, invoices and coupons. It offers direct access to all the application’s features, all in a clear and intuitive interface.

404

The page that appears when an invalid URL is entered or a page is not found. It offers options to return to the home page or explore other sections of the application.

♻️ Reusable Element ♻️

Invoice

A reusable item that automatically generates a custom invoice based on the data transmitted. It dynamically adapts to customer information, selected products, taxes and discounts applied. Designed to be easily integrated into any page, this invoice template is both aesthetic and functional, offering a professional rendering ready to be downloaded as a PDF or sent to your customers.

⚙️ Workflows ⚙️

Color

• Blue - Blue is used for workflows involving navigation, such as redirects to other pages or links.

• Green - Green indicates workflows involving the database, such as creating or updating data in the database or the registration/connection system.

• Red - Red indicates workflows that have an impact on deleting data or resetting values.

• Orange - Orange is reserved for visual elements, such as showing or disappearing pop-ups, floating groups, and other such interactive elements.

• Purple - This color is reserved for elements related to APIs and Plugins

• Cyan - The Cyan color indicates specific interactions triggered by custom events or custom states

• Brown - Brown is use for email send

• Gray - Grey is use for all workflows who limites features and are in relation with Data Type Access✅

Folders

Folders are also a good way to organize your workflows by subject. In this example, all workflows are distributed in a specific Folders. If you click on the Folders Database, you will find all the workflows interacting with the Database.

🗂️ Datatypes 🗂️

User

Field Name	Type	Note
Business	Business ID	Contains the user’s business id
Role	User Role (Option Sets)	Determines the user’s role
Status	Member Status (Option Sets)	Determines the status of the user
Demo	yes/no	Determines whether or not this is a demo account

Products

Field Name	Type	Note
Business	Business ID	Contains the id of the business to which the product belongs
Description	text	Contains the description of the product
Name	text	Contains the name of the product
Price	number	Contains the price of the product
Demo	yes/no	Determines whether or not this is a demo product

Line Item Invoice

Field Name	Type	Note
Business	Business ID	Contains the id of the business to which the item invoice belongs
Customer	Customer ID	Contains the id of the customer to whom the invoice item is assigned
Invoice	Invoice ID	Contains the invoice id to which the item invoice will be assigned
Demo	yes/no	Determines whether or not this is a demo item invoice
Description	text	Contains the description of the item invoice
Name	text	Contains the name of the item invoice
Quantity	number	Contains the number of items
Total	number	Contains the sum of the unit price and the number of items
Unit Price	number	Contains the unit price of the item

Invoicing Settings

Field Name	Type	Note
Additional Information	text	Contains additional billing terms information
Legal Information	text	Contains legal information related to your invoices
Payment Delay	number	Contains payment term in days

Invoices

Field Name	Type	Note
Business	Business ID	Contains the id of the business to which the invoice belongs
Customer	Customer ID	Contains the id of the customer to whom the invoice is assigned
Invoice Status	Invoice Status (Option Sets)	Determines the status of the invoice (draft, pending, paid ...)
Invoice Type	Invoice Type (Option Sets)	Determine the type of invoice (canva, demo, official...)
Invoice Settings	Invoice Settings ID	Contains the billing parameters id
Line Items	List of Line Items	Contains the list of id items added to this invoice
Coupon	Coupon ID	Contains the coupon id applied on this invoice
Custom Note	text	Contains a custom note for this invoice
Due Date	date	Contains the due date of this invoice
Emission Date	date	Contains the emission date of this invoice
Number	number	Contains the invoice number
Total	number	Contains the final invoice price

Coupon

Field Name	Type	Note
Business	Business ID	Contains the id of the business to which the coupon belongs
Coupon Type	Coupon Type (Option Sets)	Détermine le type de coupon (Fixed Amount, percentage)
Amount	number	Contains the fixed amount of the discount
Discount	number	Contains the percentage of the reduction
Coupon Used	number	Contains the number of times the coupon was used in an invoice
Description	text	Contains the coupon description
Name	text	Contains the coupon name
Redemption Deadline	date	Determines the deadline for the coupon to be used
Redemption Limit	number	Determines the coupon limit that can be used
Demo	yes/no	Determines whether or not this is a demo coupon

Customers

Field Name	Type	Note
Business	Business ID	Contains the id of the business to which the customer belongs
Currency	Currency (Option Sets)	Contains the currency used by the client
Customer Type	Customer Type (Option Sets)	Determines the type of client (individual, company)
Language	Language (Option Sets)	Determines the client language
Address	text	Contains the customer’s address
Address Line 2	text	Contains the customer's address line 2
City	text	Contains the customer's city
Country	text	Contains the customer's country
Custom Payment Delay	number	Contains the customer's custom payment delay
Custom Tax Rate	number	Contains the customer's custom tax rate
Email	text	Contains the customer's email
Legal Name	text	Contains the customer's legal name
Name	text	Contains the customer's use name
Postal Code	number	Contains the customer's postal code
Tax Number	text	Contains the customer's tax number

Business

Field Name	Type	Note
Invoice Settings	Invoice Settings ID	Contains the billing parameters id
Currency	Currency (Option Sets)	Contains the currency used by the business
Address	text	Contains the business’s address
Address Line 2	text	Contains the business's address line 2
City	text	Contains the business's city
Country	text	Contains the business's country
Legal Name	text	Contains the business's legal name
Logo	file	Contains the business's logo
Postal Code	number	Contains the business's postal code
Primary Color	text	Contains the business's primary color
Tax Number	text	Contains the business's tax number
Trade Name	text	Contains the business's trade name

🔗 Option Sets 🔗

App Tab

Attributes

• Display (text)

• Icon (text)

• Get started

• Dashboard

• Products

• Customers

• Invoice

• Coupons

App Settings

Attributes

• Display (text)

• Icon (text)

• Business

• Team

• Profile

• Integrations

• Invoicing

Coupon Type

Attributes

• Display (text)

• Fixed Amount

• Percentage

Currency

Attributes

• Display (text)

• EUR

• USD

• JPY

• GBP

• AUD

• CAD

• CHF

Customer Type

Attributes

• Display (text)

• Company

• Individual

Invoice Status

Attributes

• Display (text)

• Color (text)

• Boder Color (text)

• Background Color (text)

• Draft

• Pending

• Paid

• Deleted

Invoice Type

Attributes

• Display (text)

• Canva

• Demo

• Official

Language

Attributes

• Display(text)

• French

• English

• Spanish

• Italian

• German

Member Status

Attributes

• Display (text)

• Background Color (text)

• Color (text)

• Boder Color (text)

• Pending

• Active

Period

Attributes

• Display (text)

• Year

• Month

• Week

• Day

User Role

Attributes

• Display (text)

• Description (text)

• Account Manager

• Admin

🔌 Plugins 🔌

I advise you to install these plugins when using the template.

Air Color Picker

Free (By Zerocode)

Air Date Time Picker

Free (By Zerocode)

Iconify

Free (By Pticon)

PDF & Screenshot Pro

Free (By Renato Asse)

Toolbox

Free (By Misha V)

Tooltips

Free (By Copilot)

Support❓

Your satisfaction is my priority. Do not hesitate to contact me if you have any questions or problems.

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Contact me :

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