InvoiceKar Documentation

With InvoiceKar, you can start making invoices for your clients instantly with our 5+ pre-made templates. Choose any invoice template, with any of your desired color within seconds. 

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Documentation

With InvoiceKar, you can start making invoices for your clients instantly with our 5+ pre-made templates. Choose any invoice template, with any of your desired color within seconds. Send Invoices to your customers via email with a single click through app.

Following are the Guidelines, Documentation & Installation Guide for InvoiceKar ASP.NET MVC Web Application by COMBINEZ.

TABLE OF CONTENTS

  1. General
    1. System Requirements
    2. What’s Included
    3. InvoiceKar Support
  2. Installation
    1. Local Offline Installation (Windows)
      1. IIS Installation
      2. Microsoft SQL Server Installation
        1. Download Microsoft SQL Server
        2. Install Microsoft SQL Server
    2. Live Online Installation (Plesk)
  3. Application Rights
    1. Overview
    2. Add User Type
    3. Assign Application Rights to User Type
  4. Features
    1. Colors
    2. Clients
    3. Invoices
      1. Adding Invoices
      2. Setting Invoice Template
      3. Setting Invoice Color
    4. View & Export Invoices in PDF
    5. Email Invoices in PDF
      1. SMTP Settings
      2. Sending Invoices in Email
    6. Logs

GENERAL

System Requirements

The recommended configuration to run this web application is as follows.

  • 2GB RAM
  • Windows Operating System
  • IIS
What's Included

The zip file contains the following things

  • InvoiceKar folder with all the project files
  • SQL Database
  • Documentation
  • Versions Log
    InvoiceKar Support

    You may reach out to our support 24/7 by any of the following means. We can also help you do paid installation of this web application.

    Installation

    Local Offline Installation (Windows)

    To install this web application on your local PC, IIS & Microsoft SQL Server is mandatory.

    IIS Installation

    To confirm if the IIS is installed on your local PC, just visit localhost from your browser. An IIS page should be shown there. If you have already installed the IIS on your local PC, please ignore this IIS Installation procedure.

    To install IIS on on your local Windows 10, follow the guidelines.

    1. Open Start Menu
    2. Type features in the search box, a list will appear. Choose “Turn Windows Features on or off”
    3. A new box will pop up, choose the “Internet Information Services” box.
    4. Wait for the installation to be completed and hit Close once done.

    By now, the IIS should be installed on your local PC. Go to URL localhost to confirm if it’s working.

    Microsoft SQL Server Installation

    If Microsoft SQL Server is already installed on your local PC, please ignore these steps.

    • Download SQL Server
    1. Visit the below link
    2. Click on Download
    3. Choose “ENUx64SQLEXPRADV_x64_ENU.exe” & Download.
    • Install SQL Server
    1. Once the download is completed, run the exe file.
    2. Let it extract the files and the new installation window will appear automatically.
    3. Choose “New SQL Server stand-alone installation”
    4. Accept the License Terms & Product Updates.
    5. On Feature Selection page, Choose “Select All”.
    6. On Instance Configuration page, choose Named Instance & Instance ID as “SQLEXPRESS”.
    7. In Database Engine Configuration, under Authentication, Choose “Mixed Mode”.
    8. Specify password for SQL Server system administrator user “sa”. Usually type 123.
    9. Now install SQL Server. Wait for few minutes for the installation to be completed.

    InvoiceKar Web Application Installation

    You need to import database in SQL Server before the web application installation.

    1. Double click on “InvoiceKar.sql” file located inside zip. Login to SQL Server with your credentials used to install SQL Server.
    2. Run the InvoiceKar.sql script in Microsoft SQL Server.
    3. Once the database is imported, now it’s time for web application installation. Copy the InvoiceKar folder from zip and paste it somewhere and save the location. In this case, Let’s say it’s C:InvoiceKar
    4. Open Start Menu.
    5. Search IIS and open “Internet Information Services (IIS) Manager”.
    6. In left tab, expand your PC. Right click on “Sites” then “Add Website”.
    7. In Site Name, type your site name InvoiceKar.
    8. In Physical Path, choose the InvoiceKar Folder physical path location. In our case, it’s C:InvoiceKar
    9. In port, define your port for accessing. Let’s say we defined 10203
    10. Check “Start Website Immediately” & Click OK.

    By now, our newly installed web application should be ready to use. Use the port you defined in step 9 above to access website. “localhost:10203″

    User ID & Password: admin

    Live Online Installation (Plesk)

    Online Installation is pretty easy. Follow these simple steps and your new web application will be live within few minutes.

    • Login to Plesk (Windows Hosting)
    • Create new database and assign user to database and save the details.
    • Access your Database through MS SQL Server and run the “InvoiceKar.sql” import script
    • Upload the contents inside InvoiceKar folder to the httpdocs directory of your hosting.
    • Open web.config
    • Find connectionString
    • Inside the connectionString data, replace data source with your server’s data source. Replace Initial Catalog to your Database name and replace user id and password credentials for SQL Server.
    • Your web application is live!

    User ID & Password: admin

    Application Rights

    Overview

    One awesome feature in this web application is the application’s rights. But, what are these?

    Let’s say you have created any user or client. By default, when you add client it will also be added to application’s users. But client can not login unless the rights are specified in the application.

    So for example. You have a Operator whom you want to give access to the application where he can only see all the data but won’t be able to modify data or add new data. These are pretty much explained in the below steps.

    Add User Type
    • Login to your application.
    • Go to Tools > User Types.
    • Click on “Add New User Type”.
    • Specify name (e.g Operator) and click on Add.

    A new user type is successfully created in our application. We can add application users now to that type.

    Assign Application Rights to User Type

    Now as in the scenario discussed in Overview, let’s say we have a User Type “Operator” whom we want to give access to dashboard. This can be as follow.

    • Login to Application.
    • Go to Tools > User Types.
    • Next to your newly assigned User Type, click on Modify Page Rights.
    • Here a list will popup. Let’s just checkmark View Dashboard and Save Changes.

    Now, any user added to application with User Type “Operator” will be able to login and only see the dashboard of application but cannot see inner contents.

    Now, let’s give our User Type, Access to see the Dashboard Content.

    • Go to Tools > User Types.
    • Next to our newly created User Type, click on Modify Section Rights.
    • From here, select all the 5 boxes in first row and Save Changes.

    Now, Our User Type “Operator” will be able to View the Dashboard Content too.

    Repeat the same process for all other pages and sections to give perfect Rights to any User Type.

    For giving access to specific User Type for all other pages, explore the already defined Rights database for our Admin User Type in Tools > User Rights to find the one you need and Add Right access to specific User Type by above given steps.

    Features

    Colors

    One more wonderful feature of this application is to change the color scheme of our application with few clicks.

    • Login to Application.
    • Go to Tools > Colors
    • By default, the 20 palettes are defined. Choose any one you like and click “Use this Color” and the color scheme of our application will be changed.

    Still not good enough? You can define your own color scheme for the application too in few simple steps.

    • Go to Tools > Colors
    • Click Add New Color
    • In Primary, type the primary color in HEX #000 or RGB rgb(255,255,0) format.
    • In Secondary, type the secondary color in same format.
    • Click Add.
    • Now choose the color you added and color scheme will be changed.

    The color scheme works for both the panel and the invoice designs. Separately select color sets to use on invoices and panel.

    Clients

    Save all your clients details and data in the application. Use whenever needed.

    Clients

    • Go to Clients > Add New
    • Fill the form with the client’s details and click Add.

    The data is managed and can be searched anytime. By default, when you add client. The Application User for that client will also be added but he won’t be able to login to the Application until the Rights are given to that User Type as described in Application Rights module of this documentation.

    Invoices

    No need of traditional Excel or Word documents to generate invoices which takes time. Time is money, save it. Generate invoices through the Application and send it to the clients instantly.  Save records of your earnings and know your yearly outcome.

    Add New Invoice

    • Go to Invoices > Add New.
    • Select or Add Client.
    • Select Due Date.
    • In Services Details section, Specify services you’re providing or description. Add as much as you want by clicking on Add Service button and generate the invoice.

    Set Invoice Template

    • Go to Tools > Company Profile.
    • Click on Edit Details
    • Next to the label “Template”, choose your desired template and save.

    Set Invoice Color

    • Go to Tools > Colors.
    • Choose the set from list and click on “Use as Invoice” button.
    View & Export Invoices as PDF
    • Go to Invoices.
    • Choose any Invoice and click on View to view the Invoice.
    • On top, click on Export PDF Button and the invoice is saved in PDF format to your PC.
    Email PDF Invoices

    SMTP Settings

    • Go to Tools > SMTP Settings
    • Click on Edit button and set your sending SMTP Email settings.

    Sending Invoice as attachment via Email

    • Go to Invoices.
    • Choose any Invoice and click on View to view the Invoice.
    • On top, click on Send as Mail button.
    • Choose any of the pre-written email template and drag the automatically downloaded invoice to the attachment and hit send button
    Logs

    Logs are all the records of the Application saved. Our Application will be saving all the actions made by any user in database and which we can easily access from our Admin Panel.

    • Go to Tools > Logs.
    • Here you can see all the logs performed in our Application with time and username.

    By default, Our application will be saving 2 types of logs.

    In Error Type Logs If any Error or a Crash in Application is made, a custom error page will be shown to the User while the original Error Details will be saved in the Logs.

    In Info Type Logs All the actions performed by any user regarding edit or creation of data will be saved as Info Type Logs.

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