Customer Management and Invoicing system LAMP project
$500-5000 USD
Terminado
Publicado hace casi 13 años
$500-5000 USD
Pagado a la entrega
The system needs to manage a tiered system of accounts, customers, and agents. I have the database structure completed and will attach it to the project. I am sure there will need to be more tables created as needed and that is expected. Below are the bullet points of what the system needs to be done. This can be done in phases and I would like to see functionality delivered as soon as it can be used.
1. Interface to manage Master Agents, Agent, Customer, and Account information. Master Agents have Agents, Agents have Customers, and Customers have accounts. All are one to many relationships.
2. There needs to be user access at all levels with a permission structure that allows for RO and RW to certain fields at and below the level of that user. For example. the Master Agent user will have a list of agents in their security settings where each agent can be checked with either No access, RO, or RW access. No items are to be deleted, but marked as deleted and hidden.
3. Invoice Generation at the customer level from CDR records, monthly fees, credits, and debits. Invoices to be emailed to the Customer or printed. If an agent receives the invoices, all customer invoices to be created as PDFs, zipped and sent to the agent. This method is chosen with agent default settings. If an agent's default setting is to have the invoices emailed directly to their customers, when a customer is created, that is the default setting on the customer.
4. Invoices are template based at the agent level. Each agent can have its own template.
5. All invoicing will be 2 tier levels. Retail and agent level. All agents will have a % of commissions. An agent with 25% that has a customer billed for $100.00 will book $100 retail and $75 Wholesale.
6. An agent can login and book a customer payment, but the retail on that payment will be booked and wholesale amount is 0. The agent still owes us the $75, but we will credit the customer and update their account.
7. Accounts need to be auto-charged every month for the customers that have credit cards on file. Billing happens once a month. We also want customer to make payments at anytime and that amount gets applied to the account asap.