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Adaptive Client Manager: Management & Invoicing

Adaptive Client Manager: Management & Invoicing

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Adaptive Client Manager: Management & Invoicing - 1

VERSION 1.2 IS NOW LIVE

We’ve had some great feedback and feature requests – so a big thank you to those who have contributed – and particularly to those who have purchased.

Following that feedback, I am pleased to announce that Version 1.2 is now live and it adds some great new features to Adaptive Client Manager including:

Adaptive Client Manager: Management & Invoicing - 2 3 Different User Roles (Admin, Manager & Client) Each With Their Own Level Of Access & Permissions

Adaptive Client Manager: Management & Invoicing - 3 Clients can have login details and can sign in to their own Client Area – everything else is hidden from them

Adaptive Client Manager: Management & Invoicing - 4 UTF-8 Character support for PDF’s – support for many special characters (e.g. Ä,ä,Ö,ö,Ü,ü,ß,Ø, and many more…)

Adaptive Client Manager: Management & Invoicing - 5 Ability To Edit Invoice and Quote Items (Previously Only Add/Delete)

Adaptive Client Manager: Management & Invoicing - 6 Custom Fields For Both Your Company & Clients (For Data Such As Tax Codes etc)

Adaptive Client Manager: Management & Invoicing - 7 Item Quantities Can Now Be Decimals Instead of Only Whole Numbers – Perfect For Those Half Hours Etc

Adaptive Client Manager (ACM) is a fully featured and responsive Client Management & Invoicing System that was designed from the ground up to be compatible with almost any business type – whether it’s a web design company or a construction company.

ACM enables you to track client accounts, create invoices and quotes, automatically generate PDF documents from those invoices and quotes and email them quickly to the client.

Using the latest in web design techniques, the system is designed to look and work perfectly across all operating systems and devices. ACM utilises a modern, clean and responsive design, which responds and is optimised for the device that it is being accessed from – whether it be an iPhone, iPad, laptop, or any other smartphone or tablet.

ONLINE DEMO FOR iPHONE/iPAD/SMARTPHONE/TABLET

If you want to view the ACM demo on an iPhone, iPad, or any other smartphone or tablet, then the best way to do so is to either follow this link to the Adaptive Client Manager Online Demo, or press or scan the following QR Code:

Adaptive Client Manager: Management & Invoicing - 8

This is due to the fact that Code Canyon’s own link above opens ACM up in an iFrame with a Code Canyon banner, which unfortunately breaks the responsive functionality.

Adaptive Client Manager: Management & Invoicing - 9

FEATURES

Adaptive Client Manager: Management & Invoicing - 10 Responsive, Fluid Design
Adaptive Client Manager: Management & Invoicing - 11 Works perfect from ANY device
Adaptive Client Manager: Management & Invoicing - 12 Clean, Modern Interface
Adaptive Client Manager: Management & Invoicing - 13 Very Easy To Setup With Auto Installation
Adaptive Client Manager: Management & Invoicing - 14 Comprehensive & Detailed Documtation
Adaptive Client Manager: Management & Invoicing - 15 Unlimited & Predefined Theme Colours
Adaptive Client Manager: Management & Invoicing - 16 Upload Your Own Logo For App & PDFs
Adaptive Client Manager: Management & Invoicing - 17 Secured Against Unauthorised Access
Adaptive Client Manager: Management & Invoicing - 18 Advanced Security Against SQL & XSS Attacks
Adaptive Client Manager: Management & Invoicing - 19 Advanced Form & Data Entry Validation
Adaptive Client Manager: Management & Invoicing - 20 Store Searchable, Sortable Client Information
Adaptive Client Manager: Management & Invoicing - 21 Store Searchable, Sortable Invoices
Adaptive Client Manager: Management & Invoicing - 22 Store Searchable, Sortable Quotes
Adaptive Client Manager: Management & Invoicing - 23 Helpful & Informative Dashboard
Adaptive Client Manager: Management & Invoicing - 24 Create Unlimited Admin Users
Adaptive Client Manager: Management & Invoicing - 25 Chart Client Invoice Values Vs Previous Year
Adaptive Client Manager: Management & Invoicing - 26 Quick Snapshot Of Clients’ Current Balance
Adaptive Client Manager: Management & Invoicing - 27 Quick Snapshot Of Clients’ Historical Stats
Adaptive Client Manager: Management & Invoicing - 28 Add Multiple Items & Payments To Invoices
Adaptive Client Manager: Management & Invoicing - 29 Individual Expirey Durations For Quotes
Adaptive Client Manager: Management & Invoicing - 30 Quick Snapshot Of Clients Current Balance
Adaptive Client Manager: Management & Invoicing - 31 Auto Calculation Of Invoice Status (Paid, Unapid etc)
Adaptive Client Manager: Management & Invoicing - 32 Create Unlimited Tax Rates
Adaptive Client Manager: Management & Invoicing - 33 Auto Generation Of PDF Invoices & Quotes
Adaptive Client Manager: Management & Invoicing - 34 Editable Email Templates Utilising Shortcodes
Adaptive Client Manager: Management & Invoicing - 35 Email PDF Invoices & Quotes Directly To Clients
Adaptive Client Manager: Management & Invoicing - 36 Advanced & Robust Report Generator
Adaptive Client Manager: Management & Invoicing - 37 Much More…

REQUIREMENTS

Adaptive Client Manager: Management & Invoicing - 38 A Website On Which You Can Create A Subfolder (e.g. yourwebsite.com/acm)
Adaptive Client Manager: Management & Invoicing - 39 URL Re-Writing (Mod_Rewrite) On Domain (usually included as part of your web site hosting by default)
Adaptive Client Manager: Management & Invoicing - 40 PHP 5.3 (usually included as part of your web site hosting by default)
Adaptive Client Manager: Management & Invoicing - 41 A MySQL Database (usually included as part of your web site hosting by default)

CURRENT VERSION

Version 1.2 (Released: 28 Feb 2013)

CHANGE LOG

Version 1.2 (Released: 28 Feb 2013)

- Added 3 Different Access/Permission Levels – Admin, Manager & Client

- Clients Can Log Into Their Own Client Area

- Added UTF-8 Character Support For PDFs

- Added Ability To Edit Invoice and Quote Items (Previously Only Add/Delete)

- Added Custom Fields For Both Your Company & Clients (For Data Such As Tax Codes etc)

- Item Quantities Can Now Be Decimals Instead of Only Whole Numbers

Version 1.01 (Released: 19 Feb 2013)

- Changed Length Validations to 64 Characters For Certain Fields

- Added ability to edit own user account

- Corrected Issue With Payment Information Not Displaying Correctly On PDF Invoices

- Corrected Issue With Buttons Appearing On Reports

INSTALLATION & ONLINE DOCUMENTATION

We’ve made the installation of ACM of simple as possible and all you really need is 4 basic pieces of information (hostname, database name, username and password) that you will probably already know. If you’re not sure of these, just login into your web host account and you’ll easily find them.

Depending on your host/settings etc, installations can vary a little and that’s why we’ve produced some comprehensive Online Documentation For Adaptive Client Manager. Feel free to take a look and see what’s involved.

NOTES ABOUT THE DEMO

We run a cron script on this demo every few hours that resets the database back to the original demo data. That means if you change theme colours, add clients, invoices and/or quotes within the demo, it may be deleted or reset when the cron script is next run. This is so that the demo is kept ‘clean’ for other people to try out. Thanks

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