I keep track of client visits with my palm and then sync with outlook. I then export my calendar for the month into Excel (csv). Included is a sample [url removed, login to view] exported from Outlook and a and [url removed, login to view] for reference.
I need a small web application that will import a calendar that is exported from Outlook and generate invoices for clients in PDF form. I then can print the invoices or email to the clients. Then lastly all the generated invoices would need to be available for download into quicken as a qif file. an example [url removed, login to view] file is attached and a sample format is also explained below:
D02052007 Date of the transaction
T301 amount of the transaction
N1001 Invoice Number
PHome Health Client
MInvoice for June 1 2007 Memo
LConsulting Income Transaction category in Quicken)
^ Separation character
Many of my clients prepay in blocks of hours so the invoice total due would need to be zero if the client has a positive account balance but still list all the detailed work that was done for that invoiced period. The invoie would also show their ending account balance if they still had a positive balance.
Since each time entry in my calendar is preceded with a client acronym such as (CHH for Community Home Health) this acronym is what the application would use to determine what client to apply the work to. Each client would be set up in the application via some sort of client entry back end and one of the fields would be client acronym. if during the import an unrecognized client acronym was found, the client would be automatically generated and when the import was completed, I would be asked for more information about that client such as address, full client name, etc.
When setting up a client, an entry for the hourly rate at which they would be charged needs to be a field. Different clients are charged a different hourly rate.
Invoices would need to be able to be edited as a template with the ability to position elements of the invoice (total, logo, address, workDetail, etc.) as --logo-- or --workDetail-- or 2 greater thans instead of hyphens etc
Application would need to be in PHP and MySQL as the back end.
Lastly, the client would need to be able to log into this application and see their past invoices, see their account balance, and have the option to pay their account balance with paypal.
As much attention to page load times using ajax needs to be taken into account. No tables, the layout should be valid divs and css, don't worry to much about being pretty, I will take care of that later, just don't want to have to mess with tables when the project is finished
Look forward to working with you