rising-product
Anju Joseph# Product Requirements Document — "InvoiceLite" ## 1. Overview InvoiceLite is a simple billing web app for freelancers and small businesses to manage clients, create and send invoices, and track which invoices are paid, unpaid, or overdue. The goal is a fast, clean tool that replaces spreadsheets — not a full accounting suite. ## 2. Target users Freelancers / solo business owners who bill a handful of clients each month. Single-owner account for v1 (one business, one login) — no team members yet. ## 3. Goals Create a professional invoice in under a minute. Always know how much money is outstanding vs. paid. Send an invoice to a client by email with one click. ## 4. Core features (must-have) Account & auth — the owner can sign up, log in, and log out. All data is private to their account. Clients — add, edit, and delete clients; each client has a name, email, and billing address. Client list — a searchable list of all clients. Create invoice — pick a client, add line items (description, quantity, unit price), set an issue date and due date. The app auto-generates a sequential invoice number and calculates subtotal, tax, and total. Tax — apply a default tax rate (configurable in settings) to an invoice. Invoice list — see all invoices with their status (Draft, Sent, Paid, Overdue), client, amount, and due date. Invoice detail — view a single invoice with all line items and totals. Send invoice — mark an invoice as "Sent" and email it to the client (with a link to view it). Mark as paid — mark a sent invoice as "Paid"; overdue = sent + past its due date and not paid. Dashboard — a home screen showing total outstanding, total paid (this month), overdue count, and the most recent invoices. Settings — set the business name, logo, currency, and default tax rate. ## 5. Pages / screens Login / Sign-up Dashboard (home) Clients (list) Client detail / add-edit client Invoices (list) Create / edit invoice Invoice detail Settings ## 6. Data model User — email, passwordHash, businessName, logoUrl, currency, defaultTaxRate. Client — name, email, address, ownerId. Invoice — number, clientId, issueDate, dueDate, status (draft/sent/paid/overdue), taxRate, subtotal, taxAmount, total, ownerId. LineItem — invoiceId, description, quantity, unitPrice, amount. ## 7. Key user flows Bill a client: Dashboard → Create invoice → pick client → add line items → save (Draft) → Send (email) → later Mark as paid. Onboard: Sign up → Settings (business name, currency, tax) → add first client → create first invoice. ## 8. Non-functional requirements Fully responsive (works on phone, tablet, and desktop). All monetary amounts handled as integer minor units (cents) and formatted with the chosen currency. Every page except login/sign-up requires an authenticated session. Invoice numbers are unique and sequential per account. ## 9. Out of scope (v1) Recurring / subscription billing. Online card payments (Stripe checkout). Multiple team members / roles. Multi-currency per invoice. Expense tracking and financial reports beyond the dashboard.
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System Requirements
System Requirements Document — rising-product
1. Introduction
The "rising-product" is a web application designed to streamline billing processes for freelancers and small businesses. It aims to replace traditional spreadsheets with a fast, clean tool that simplifies client management, invoice creation, and payment tracking.
2. System Overview
The rising-product application will provide users with the ability to manage clients, create and send invoices, and track payment statuses. It will also support recurring billing and online card payments through Stripe, enhancing its utility for small business owners.
2a. Source Content Inventory
No content sources were explicitly provided for this section.
3. Functional Requirements as Story Points
- As a Freelancer, I should be able to sign up, log in, and log out to manage my account securely.
- As a Freelancer, I should be able to add, edit, and delete clients, each with a name, email, and billing address.
- As a Freelancer, I should be able to view a searchable list of all my clients.
- As a Freelancer, I should be able to create an invoice by selecting a client, adding line items, and setting issue and due dates.
- As a Freelancer, I should be able to apply a default tax rate to invoices.
- As a Freelancer, I should be able to view a list of all invoices with their status, client, amount, and due date.
- As a Freelancer, I should be able to view the details of a single invoice, including all line items and totals.
- As a Freelancer, I should be able to send an invoice via email and mark it as "Sent."
- As a Freelancer, I should be able to mark an invoice as "Paid."
- As a Freelancer, I should be able to view a dashboard showing total outstanding, total paid, overdue count, and recent invoices.
- As a Freelancer, I should be able to configure my business name, logo, currency, and default tax rate in settings.
- As a Freelancer, I should be able to set up recurring billing for clients.
- As a Freelancer, I should be able to process online card payments using Stripe checkout.
4. User Personas
- Freelancer: A solo business owner who manages billing for a small number of clients each month.
5. Core User Flows
- Bill a Client: Dashboard → Create invoice → Pick client → Add line items → Save (Draft) → Send (email) → Later Mark as paid.
- Onboard: Sign up → Settings (business name, currency, tax) → Add first client → Create first invoice.
- Recurring Billing: Set up recurring billing → Automatically generate invoices → Send invoices on schedule.
- Online Payment: Client receives invoice → Clicks payment link → Completes payment via Stripe → Invoice marked as paid.
6. Visuals Colors and Theme
- primary: #2A9D8F (Teal)
- primary_light: #A8DADC (Light Teal)
- secondary: #E76F51 (Coral)
- accent: #F4A261 (Orange)
- highlight: #E9C46A (Yellow)
- bg: #F1FAEE (Off-white)
- surface: rgba(233, 245, 248, 0.8)
- text: #264653 (Dark Blue)
- text_muted: #6D6875 (Muted Gray)
- border: rgba(38, 70, 83, 0.2)
7. Signature Design Concept
Interactive Invoice Journey: The homepage will feature an animated journey of an invoice from creation to payment. Users will see a digital invoice being filled out, sent via email, and then marked as paid. This animation will be interactive, allowing users to click on different stages to learn more about each feature. The animation will use motion/react for smooth transitions and interactions.
LANDING HERO MOTION BRIEF
The landing hero will depict an invoice being created, sent, and paid. The animation will start with a blank invoice form, which fills out as line items are added. The invoice will then fold into an envelope, fly across the screen, and land in a client's inbox. Finally, a payment confirmation will appear, marking the invoice as paid. This loop will last 10 seconds and will be responsive to user interactions, such as hovering to pause or clicking to view details.
8. Interaction Model & Motion Direction
- Interaction Model: Animated
- The landing page will feature moderate scroll-triggered reveals, hover transitions, and spring physics on interactive elements to enhance user engagement.
9. Non-Functional Requirements
- The application must be fully responsive, working seamlessly on phones, tablets, and desktops.
- All monetary amounts should be handled as integer minor units (cents) and formatted according to the chosen currency.
- Every page, except for login/sign-up, requires an authenticated session.
- Invoice numbers must be unique and sequential per account.
10. Tech Stack
- Frontend: React for Web
- Backend: Python, FastAPI
- Database: MySQL or MariaDB, using Alembic for migrations
- Payment Processing: Stripe for online card payments
11. Assumptions and Constraints
- The application will initially support only single-owner accounts.
- Multi-currency per invoice and multiple team members/roles are out of scope for the current version.
12. Glossary
- Freelancer: An individual who works independently, offering services to clients.
- Invoice: A document sent to a client detailing services provided and the amount due.
- Stripe: A payment processing platform used for handling online transactions.
From Invoice to Payment, in Minutes
Create professional invoices, send them to clients, and get paid faster — all from one clean dashboard.
Everything You Need to Get Paid
A complete invoicing toolkit designed for freelancers who value their time.
Smart Invoicing
Create professional invoices in seconds with automatic numbering and custom branding.
Client Management
Store all client details in one place — names, emails, billing addresses, and history.
Payment Tracking
See exactly what's paid, pending, and overdue at a glance from your dashboard.
Recurring Billing
Set up automatic invoices for retainer clients and never miss a billing cycle.
Three Steps to Getting Paid
No complicated setup. No learning curve. Just straightforward billing.
Create
Build your invoice with line items, set your tax rate, and add your logo.
Send
Email the invoice directly to your client with a single click.
Get Paid
Your client pays online via Stripe, and the invoice is marked paid automatically.
Ready to Simplify Your Billing?
Join hundreds of freelancers who have replaced spreadsheets with a faster, cleaner invoicing tool.
Start Your Free Trial→From Invoice to Payment, in Minutes
Create professional invoices, send them to clients, and get paid faster — all from one clean dashboard.
Everything You Need to Get Paid
A complete invoicing toolkit designed for freelancers who value their time.
Smart Invoicing
Create professional invoices in seconds with automatic numbering and custom branding.
Client Management
Store all client details in one place — names, emails, billing addresses, and history.
Payment Tracking
See exactly what's paid, pending, and overdue at a glance from your dashboard.
Recurring Billing
Set up automatic invoices for retainer clients and never miss a billing cycle.
Three Steps to Getting Paid
No complicated setup. No learning curve. Just straightforward billing.
Create
Build your invoice with line items, set your tax rate, and add your logo.
Send
Email the invoice directly to your client with a single click.
Get Paid
Your client pays online via Stripe, and the invoice is marked paid automatically.
Ready to Simplify Your Billing?
Join hundreds of freelancers who have replaced spreadsheets with a faster, cleaner invoicing tool.
Start Your Free Trial→
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