FlowDesk Invoice Management System v0.1

A professional invoice management system built with React 19 and Firebase, featuring customer management, invoice creation, PDF generation, multi-currency support, and business profiles.

🌐 Live Demo: https://invoice.flowdesk.tech

Features

Core Features

• 🔐 User Authentication: Secure login and registration with Firebase Auth
• 👥 Customer Management: Add, edit, and manage customer information
• 📄 Invoice Creation: Create professional invoices with line items and calculations
• 📊 Dashboard: Overview of revenue, pending invoices, and recent activity
• 📑 PDF Generation: Download and preview invoices as PDF documents
• 📱 Responsive Design: Works seamlessly on desktop and mobile devices

v0.1 New Features

• 💱 Multi-Currency Support: Create invoices in 30+ currencies with proper formatting
• 👔 Business Profiles: Manage multiple businesses under one account
• ✉️ Email in Profiles: Add business email to profiles for professional invoices
• 🔢 Flexible Invoice Numbers: Always editable invoice numbers with auto-increment option
• 🌍 Custom Domain Support: Deployed at invoice.flowdesk.tech with CORS support
• 🎨 Enhanced UI: Improved currency selectors with symbols and better form layouts

Technologies Used

• Framework: Next.js 15 (App Router) with SSR
• Frontend: React 19, Material-UI 7, Emotion
• Hosting: Vercel (frontend) + Firebase (backend services)
• Backend: Firebase 11 (Firestore, Authentication, Cloud Functions)
• PDF Generation: jsPDF with autotable
• Forms: React Hook Form
• Date Handling: date-fns

Prerequisites

• Node.js (v18 or higher)
• npm or yarn
• Firebase account
• Git

Setup Instructions

1. Clone the Repository

git clone https://github.com/yourusername/invoice-management.git
cd invoice-management

2. Install Dependencies

npm install

3. Environment Variables

Copy the .env.example file to .env and add your Firebase configuration:

cp .env.example .env

Then edit .env (or .env.local) with your Firebase project values. Next.js exposes variables prefixed with NEXT_PUBLIC_ to the browser bundle:

NEXT_PUBLIC_FIREBASE_API_KEY=your_api_key_here
NEXT_PUBLIC_FIREBASE_AUTH_DOMAIN=your_auth_domain_here
NEXT_PUBLIC_FIREBASE_PROJECT_ID=your_project_id_here
NEXT_PUBLIC_FIREBASE_STORAGE_BUCKET=your_storage_bucket_here
NEXT_PUBLIC_FIREBASE_MESSAGING_SENDER_ID=your_messaging_sender_id_here
NEXT_PUBLIC_FIREBASE_APP_ID=your_app_id_here
NEXT_PUBLIC_FIREBASE_MEASUREMENT_ID=your_measurement_id_here
NEXT_PUBLIC_FIREBASE_FUNCTIONS_REGION=us-central1

4. Firebase Setup

1. Create a new Firebase project at Firebase Console

2. Enable the following services:

   • Authentication (Email/Password)
   • Firestore Database
   • Hosting

3. Create a web app in your Firebase project and copy the configuration values to your .env file

4. Update .firebaserc with your project ID:

{
  "projects": {
    "default": "your-firebase-project-id"
  }
}

5. Initialize Firestore

1. Deploy Firestore security rules:

firebase deploy --only firestore:rules

2. Create composite indexes (if needed):

firebase deploy --only firestore:indexes

6. Run the Application

# Development server (Next.js)
npm run dev

# Build for production
npm run build

# Serve the production build locally
npm run start

The application will open at http://localhost:3000.

Deployment

Frontend: Vercel

The Next.js frontend is deployed to Vercel via its Git integration.

1. Install the Vercel CLI (optional, only for manual deploys):

   npm install -g vercel

2. In the Vercel dashboard, import this Git repository. Vercel auto-detects Next.js; no special build settings are required.
3. Add the following environment variables in Project Settings → Environment Variables (Production + Preview):
   • NEXT_PUBLIC_FIREBASE_API_KEY
   • NEXT_PUBLIC_FIREBASE_AUTH_DOMAIN
   • NEXT_PUBLIC_FIREBASE_PROJECT_ID
   • NEXT_PUBLIC_FIREBASE_STORAGE_BUCKET
   • NEXT_PUBLIC_FIREBASE_MESSAGING_SENDER_ID
   • NEXT_PUBLIC_FIREBASE_APP_ID
   • NEXT_PUBLIC_FIREBASE_MEASUREMENT_ID
   • NEXT_PUBLIC_FIREBASE_FUNCTIONS_REGION (e.g. us-central1)
4. Trigger a deploy (push to main/master or click Deploy).
5. In Project Settings → Domains, add invoice.flowdesk.tech. Vercel will instruct you to create a CNAME record pointing to cname.vercel-dns.com at your DNS provider.

Backend: Firebase

Firebase Cloud Functions, Firestore rules, indexes, and Storage rules are deployed by the .github/workflows/deploy.yml GitHub Action, which runs on every push to main/master that changes functions/** or any Firebase config file.

Required GitHub Actions secrets:

• FIREBASE_SERVICE_ACCOUNT – JSON contents of a service account key with permission to deploy to the project
• VITE_FIREBASE_PROJECT_ID – your Firebase project ID (kept under this name to avoid breaking existing secrets)
• MAILGUN_API_KEY, MAILGUN_DOMAIN, MAILGUN_FROM_EMAIL
• STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET
• OPENAI_API_KEY

Manual deploy (requires firebase login):

npm run deploy:functions   # Cloud Functions
npm run deploy:rules       # Firestore rules

API proxy

next.config.mjs rewrites /api/:path* from the Next.js app to the Firebase Cloud Functions host (https://<region>-<project-id>.cloudfunctions.net/api/:path*). This keeps browser requests same-origin and avoids CORS configuration on the Functions side.

Usage Guide

Getting Started

1. Register: Create a new account with your email and password
2. Complete Profile: Add your company information in the Profile section
3. Add Customers: Navigate to Customers and add your client information
4. Create Invoice: Go to Invoices → New Invoice, select a customer, add line items
5. Manage Invoices: Track payment status, download PDFs, and manage your invoices

Invoice Settings

In your profile, you can configure:

• Invoice number prefix
• Default tax rate
• Payment terms
• Company information for invoices

Features Overview

Dashboard

• View total revenue
• Track pending invoices
• See recent invoice activity
• Quick statistics overview

Customer Management

• Add new customers with complete contact information
• Edit existing customer details
• Search and filter customers
• Delete customers when needed

Invoice Management

• Create professional invoices
• Add multiple line items
• Automatic calculations (subtotal, tax, total)
• Set invoice status (Draft, Pending, Paid, Overdue)
• Download invoices as PDF
• Edit existing invoices

Project Structure

invoice-management/
├── public/
│   └── (static assets)
├── src/
│   ├── components/
│   │   ├── Layout.js
│   │   └── PrivateRoute.js
│   ├── config/
│   │   └── firebase.js
│   ├── contexts/
│   │   └── AuthContext.js
│   ├── pages/
│   │   ├── Login.js
│   │   ├── Register.js
│   │   ├── Dashboard.js
│   │   ├── Profile.js
│   │   ├── Customers.js
│   │   ├── Invoices.js
│   │   ├── CreateInvoice.js
│   │   └── ViewInvoice.js
│   ├── App.js
│   ├── index.jsx
│   └── index.css
├── .env.example
├── .gitignore
├── firebase.json
├── firestore.rules
├── index.html
├── package.json
├── vite.config.js
└── README.md

Security

The application implements several security measures:

• Firebase Authentication for user management
• Firestore security rules to protect user data
• Each user can only access their own data
• Input validation on forms
• Secure password requirements

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support, email contact@flowdesk.tech or open an issue in the GitHub repository.

Changelog

v0.1 (September 2025)

• ✅ Added multi-currency support for invoices
• ✅ Implemented business profiles for managing multiple businesses
• ✅ Added email field to business profiles
• ✅ Made invoice numbers always editable
• ✅ Fixed PDF generation to use profile data instead of account data
• ✅ Added currency selector to invoice creation and profile settings
• ✅ Deployed to custom domain with SSL support
• ✅ Enhanced CORS configuration for *.coremaven.tech domains
• ✅ Fixed various UI issues and improved user experience

Acknowledgments

• Material-UI for the component library
• Firebase for backend services
• jsPDF for PDF generation
• React team for the amazing framework
• Vite for blazing fast development experience