v1.0 · Complete Reference

Invoro Documentation

A full-featured Laravel 12 invoicing platform — GST/VAT tax engine, four payment gateways, twelve independently toggleable AI features, a client portal, and every admin screen needed to run it without touching code.

Laravel 12PHP 8.2+MySQL ✦ OpenAI / ClaudeNo Node.jsNo Docker
2Panels
12AI Features
4Payment Gateways
25+DB Tables
0Build Steps

Overview

Invoro is a complete billing and invoicing platform for freelancers and small businesses, built to work equally well for a single-country GST filer and a business invoicing clients in six currencies. It ships as two fully separated experiences — a Business Owner Panel for running the operation, and a Client Portal accessed via a secure link rather than a password — plus an optional AI layer that stays completely inert until an admin switches it on.

Business Owner Panel

  • Invoices, quotes, clients, products, expenses
  • Automatic GST/VAT tax calculation
  • Recurring invoices, reminders, approvals
  • Bank reconciliation & reporting
  • Email, payment, and AI configuration — no .env editing

Client Portal

  • Signed-link access, no password required
  • View and pay invoices online
  • E-sign quotes on a canvas signature pad
  • Ask the AI chatbot about their own balance
  • Everything shown in the client's own currency

Key Features

Invoicing & Quotes

Full invoice/quote/credit-note/debit-note lifecycle with one-click quote → invoice conversion.

Tax Engine

CGST/SGST/IGST auto-split by place of supply, plus a VAT calculator with reverse-charge support.

Multi-Currency

Daily-refreshed exchange rates applied automatically when a client's currency differs from the business default.

Payments

Razorpay, Stripe, PayPal, and PayU — real checkout flows, signature-verified webhooks.

Recurring Invoices

Scheduled generation (daily/weekly/monthly/yearly) with optional auto-send.

Reminders

Email, SMS (Twilio), or WhatsApp (Cloud API), with AI-drafted tone when enabled.

Time Tracking

Start/stop timers per client, convert tracked hours to a draft invoice in one click.

Expenses

Receipt upload with AI auto-categorization, billable-to-client flag.

Bank Reconciliation

CSV statement import with manual transaction-to-payment matching.

Reports & Export

CSV/Excel export, monthly tax summary, GSTR-1-shaped JSON export.

Multi-Branch

Multiple business locations, each with its own GSTIN, selectable per invoice.

White-Label Domains

Custom-domain branding for plans that include it, resolved automatically per request.

Approval Workflows

Amount-threshold rules requiring sign-off before an invoice can be sent.

E-Signature

Canvas-based signature capture in the client portal for accepting quotes.

2FA & Audit Log

TOTP-based two-factor auth, plus a full audit trail on every invoice change.

PWA & Dark Mode

Installable, offline-caching app shell, with a persisted dark mode across the whole UI.

AI Overview & Master Toggle

AI is 100% optional. The platform functions identically with every AI feature off — nothing outside the AI layer itself depends on it.

A master switch in Business Owner Panel → AI Settings sits above all 12 individual toggles. Each feature independently chooses its provider (OpenAI, Anthropic, or self-hosted) and stores its own encrypted API key. A per-feature privacy switch controls whether client data is ever sent to that provider at all.

FeatureWhat it doesWhere it's used
Invoice GenerationTurns a prompt into a structured draft invoiceInvoice builder
Receipt OCRExtracts vendor/amount/tax/date from a receipt imageExpense entry
Expense CategorizationAuto-tags a new expense into a categoryExpense entry
Smart RemindersDrafts reminder tone based on payment historyReminder job
Cash-Flow ForecastingProjects inflow/outflow from historical trendsDashboard
Anomaly DetectionFlags duplicate or unusually large invoicesInvoice creation
Financial InsightsPlain-language monthly performance summaryDashboard
Tax SuggestionSuggests tax rate / HSN-SAC for a line itemInvoice builder
Invoice TranslationTranslates invoice text for international clientsInvoice/PDF
Client Credit ScoringInternal 0–100 score from payment historyClient record
Payment PredictionEstimates likelihood/timing of paymentClient record
Client Portal ChatbotAnswers a client's questions about their own invoicesClient portal

Tech Stack

LayerTechnologyNotes
FrameworkLaravel 12PHP 8.2+, streamlined bootstrap/app.php config
Frontend CSSTailwind CSS (CDN)No npm / build step required
InteractivityLivewire 3 + Alpine.jsInvoice builder, notifications, signature pad
AI ProvidersOpenAI / AnthropicSelectable per feature, optional
PaymentsRazorpay, Stripe, PayPal, PayUReal checkout + signature-verified webhooks
PDFbarryvdh/laravel-dompdf3 selectable invoice themes
DatabaseMySQL 5.7+25+ migrations, full multi-tenant schema
File StorageLaravel Filesystem (local)Direct to public/uploads/ — no symlinks
AuthLaravel Auth + TOTP 2FAHand-written controllers, Google2FA package
MailLaravel Mail (DB-configurable)SMTP/Mailgun/SES/Postmark/SendGrid/Brevo

Database Schema (selected tables)

TablePurpose
tenantsOne row per SaaS customer account, incl. plan, status, custom domain
businesses / business_branchesThe invoicing entity and its locations
invoices / invoice_items / invoice_taxesInvoices, quotes, credit/debit notes and their tax breakdown
clients / vendorsWho you bill, and who you pay
tax_ratesPer-business GST/VAT rate definitions
payments / bank_accounts / bank_transactionsRecorded payments and reconciliation
recurring_invoices / reminders / reminder_logsAutomation and delivery history
ai_settings / ai_usage_logsPer-tenant, per-feature AI configuration and usage
email_settings / email_templates / email_logsAdmin-configurable mail delivery
subscriptions / plansYour own SaaS pricing tiers
time_entries / approval_rulesTime tracking and invoice approval workflow
webhooks / api_keys / audit_logsIntegrations and accountability

File Structure

invoro/ ├── app/ │ ├── Http/Controllers/ # Business, Admin, ClientPortal, Api, Webhooks │ ├── Livewire/ # InvoiceBuilder, NotificationBell │ ├── Models/ # Invoice, Client, Business, AISetting… │ ├── Models/Concerns/ # BelongsToTenant (auto tenant scoping) │ ├── Services/ │ │ ├── Tax/ # GSTCalculator, VATCalculator, EInvoiceService │ │ ├── AI/ # 12 feature services + AIFeatureGate │ │ ├── Payment/ # PayPalClient │ │ ├── Mail/ # MailerManager (per-tenant config at runtime) │ │ ├── Import/ # ClientImportService, InvoiceImportService │ │ └── Webhook/ # WebhookDispatcher │ ├── Policies/ # Invoice, Expense, Client, Product, Business │ └── Console/Commands/ # Recurring invoices, reminders, currency refresh ├── database/migrations/ # 16 migration files ├── deploy/ │ ├── LOCAL_SETUP.md # Native install — no Docker │ └── DEPLOYMENT.md # Custom-domain SSL options ├── docs/ │ ├── landing.html # This marketing page │ ├── documentation.html # This page │ └── setup-guide.html # Step-by-step install guide ├── public/uploads/ # logos, receipts, invoice PDFs — web-accessible ├── resources/views/ # Blade templates, dark-mode throughout ├── routes/ │ ├── web.php · api.php · console.php └── tests/Unit/ · tests/Feature/ # Tax calc, webhooks, tenant isolation, approvals

Branding & Customization

Logo & Business Details

Business Owner Panel → Business Settings lets an owner set their name, GSTIN/VAT number, default currency, invoice numbering prefix, and upload a logo — stored under public/uploads/{tenant}/logos/.

Invoice Themes

Three selectable PDF themes — Modern, Classic, Minimal — chosen per invoice in the builder.

White-Label Domains

Tenants on a plan with white-labeling enabled can set a custom domain in Business Settings; ResolveTenantFromDomain middleware swaps in their branding automatically once DNS points at your server.

Note: getting HTTPS working on a tenant's own domain is a DNS/web-server task, not application code — see deploy/DEPLOYMENT.md for three working no-Docker options (Caddy, nginx+certbot, Cloudflare SSL for SaaS).

Changelog

v1.0.0 — Initial Release
Full GST/VAT tax engine with CGST/SGST/IGST auto-splitting
Four payment gateways with signature-verified webhooks
12 independently toggleable AI features with a master switch
Client portal with signed-link access, e-signature, and AI chat
Time tracking, approval workflows, bank reconciliation
Multi-branch and white-label custom domain support
CSV import for clients and historical invoices
3-step onboarding wizard for new accounts
PWA support and full dark mode
No Docker, no Node.js — CDN assets and straight Composer/PHP