Capabilities/Commerce

Invoice Generation

PDF invoice generation from a templated HTML source. Line items, tax rules, currency formatting, recipient + supplier addresses pulled from the workspace. Emailable via the same template engine that powers transactional emails. Storage to S3 or local disk with signed-URL retrieval. Used downstream of Subscriptions for monthly billing cycles.

5 projects carry this capability.

Projects

SaaS billing migration
2025-11-01
Stripe Billing migration from a custom invoice system — proration, dunning, customer portal.
Industry: saas
QuickBooks integration layer
2025-10-15
QuickBooks Online integration — invoice sync, customer sync, payment reconciliation with conflict resolution.
Industry: accounting
Field service mobile-first portal
2025-09-01
Mobile-first field service portal — job assignment, GPS check-in, photo upload, invoice generation.
Industry: trades
Nonprofit fundraising portal
2025-07-10
Donor management, recurring donations, campaign dashboards, receipt generation.
Industry: nonprofit
Client Portal SaaS
2025-12-01
Multi-tenant client portal for service businesses — per-tenant data, invoices, file-sharing, role-based access.