Yes, LaraOffice can create invoices , quotes and proposals without products by simply giving an amount when the products plugin is inactive. In other case if products plugin is in active mode simply you can find the products list in invoices, quotes,proposals.
No, It is not possible to assign a task to a contact person of type customer, It is only possible to assign the task to a contact person of type employee.
Yes ,LaraOffice can make an advance payment without generating the invoice by adding the payment details directly into the incomes by selecting the income category and we can also upload the files to keep track of the income details.
Yes, LaraOffice provides this feature you can add your PayPal, Strip, PayU account. You can fill your account details that will be shown in client area. So, Client can make the payment easily to your account details. You can find this PayPal, PayU, Stripe account settings in Global settings -> Master Settings -> PayPal Settings (or)PayU (or) Strip Settings.
No, LaraOffice doesn’t provide the custom forms to invoices/clients.
The tasks feature is not only for personal use. You can assign tasks to staff/Employee. When you preview the task on the right side there is Assignee. You can assignee field where you can add assignees also and followers. Staff/Employee discussions can be done from the newsfeed on dashboard. You can find the discussions tab in Project -> Discussions -> Add new. After you can find Subject column click on that subject column then you can proceed your discussions.
Yes, You can convert lead to client easily. In LaraOffice we provide Convert button in leads view page. So, you can convert lead to client. Go through the path like Leads -> Add new -> View ->Convert.
You can change the default login logo in Global Settings -> Master Settings -> Login Settings. And You can add your own invoices logo in Global settings -> Master Settings -> Invoices Settings.
Yes, By default LaraOffice system provides default language but Client can switch the language what he want. By go to Global settings -> Languages you can change the default language settings.
Yes , Lara Office can create multiple employee accounts in Setup->Employee, as per the permissions, this depends on the added employee permissions.
Yes , Lara Office can create products without brands and warehouses ,But we can create the products without warehouses only when the warehouse plugin is inactive the module management.
Yes, you can install it in XAMPP. LaraOffice provides 2- Step installation process to install the LaraOffice Project into your localhost. So, without internet you can install the project easily.You need not use any online resources You can efficiently use the link to install the project https://wordpress-127011-898706.cloudwaysapps.com/?lipi_kb=installation
No , Lara Office doesn’t have the feature of converting the quote to invoice more than once, But there is an option where we can convert the quote to invoice by duplicating the quote record before its converted to invoice and then we can convert both records to invoice.
Yes, LaraOffice is work with Godaddy web hosting also.There is no need to hard installation it’s an easy steps to install the LaraOffice Project. You can see installation process in the below link https://wordpress-127011-898706.cloudwaysapps.com/?lipi_kb=installation
Yes, there is a possibility to disable the modules at admin side by going to Plugins tab and you can set the modules as a disabling/enabling state. On the other hand admin can set the modules as in disabling/enabling state to remaining users like Clients, Customers, Employees etc by go to Users management -> Roles -> view.
Yes, LaraOffice provides this feature, Is visible to client field is there in Projects tasks if you want to put to yes in that field the task will be seen by client else client can’t see the tasks in projects.
Yes, Lara Office provides a feature of converting the recurring invoice into invoices by creating the child invoices in the recurring invoices so that the child invoices automatically converts into invoices.
LaraOffice is built in PHP language with Laravel 5.7 framework. You can run this project in PHP versions >= 7.1.3
There are three payment gateways available . They are:-
1.Paypal
2.Payu
3.Stripe
And there is also an option where we can make offline payments .
Yes, LaraOffice provide the feature called Save and Send button, at a time you can save the invoice data of the user and automatically send an email to that particular user by clicking on save and send button. Or else if you want to send an email to the user after saving the user data that is also provided by clicking on the Email button according to email options you can send the email to the particular user.
Customers have the option of viewing invoices, quotes , proposals and contracts . They have the option of making the payments by selecting any of the payment gateways , If the particular payment gateways are not available the customer can also make the offline payments.
Customers have an option of placing orders and making payments, only when the order is placed.
Yes, LaraOffice provides the change currency option. You can change the currency type by go to Global settings -> Currencies. And you can set your currency as make default.
There are different roles available in LaraOffice They are:-
Administrator (can create other users)
Executive
Employee
Client
Supplier
Stock Manager
Project Manager
Sale Agent
Sales Manager
Business Manager
Customer
LaraOffice supports for the world wide countries and currencies we can set the default countries and currencies which we want to use for project .There are also auto update currency values for each currency .
Except the multi delete option is not available for the executive role . Apart from that all the permissions are available for the executive role.
Yes, LaraOffice provides timer functions for tasks in project management. Assignee can assign the tasks to a particular employee/staff. And moreover, the particular assigned person means only particular employee/staff can start that tasks with feature called Start timer and Stop timer. And also all time entries will be calculated in time entries tab in project management.Based on timer functions client will calculate the amount payable.
Yes we can transfer products from one particular warehouses to other warehouse in LaraOffice through products transfer. Once you tranfer the products by physically you can maintain the records in laraoffice.
Yes, LaraOffice product provides below features like
1) Contacts
2) Database Backup: (which gives them the ability to download just their dashboard sql details for safe housing.)
3) Group Emailing (Great for bulk contact emailing)
4) Documents
5) Trash (to recover deleted files)
Yes, Admin can keep track of each and every user actions performed on the accounts by simply registering into the site. And can directly check the user actions performed on the site.
Yes, LaraOffice provides this feature, admin can change users site colors by go to Users management -> Users ->edit or contact management -> contacts -> create user (or) edit.
Yes, Users can change their site themes and sidebar colors as they like. By clicking right side Profile button. You find the profile page.
Yes , It is possible to have a different logo for quotes and invoices , we can change the image from global settings->master settings. And we can edit the image . we can also change the header and footer settings also from the master settings.
Yes, LaraOffice provides this feature, If admin will give the permissions of language settings which is in Global settings then obviously user have permission to change their own language.
Yes, Client can create tasks in particular projects. Based on permissions, If admin can give permissions to create tasks in projects to client or any other role then client have a permissions to create tasks in particular projects.
Yes, Calendars are available in LaraOffice.Calenders tasks will notified after creating tasks in task management even you can create tasks in calendars by clicking on particular date by default it will take one day gap.
Yes, LaraOffice provides a feature of adding new customer and sale Agent at the time of creating invoices, quotes or proposals etc , There is a tooltip at the customer label where we can directly create a new customer without again redirecting to the contacts module. So this helps the user to save time and reduces the user’s burden.
Yes, LaraOffice provides use a custom filter option where we can sort the records based on due date order, created date and invoice date . This helps the user to quickly search the required record , LaraOffice also provides a custom search button where we can also search the record based on invoice no, customer name and title etc..
Yes , LaraOffice provides a monthly reports option where we can get income and expenses by categories, There is also an other option in the dashboard where we can see Income and expenses by Category.
Once If you delete a particular account , all the transactions related to that particular account will be deleted , make sure that the record/account should be even deleted from the trash , so that the transaction history also gets deleted.
Yes, LaraOffice provides a feature to add discount to a particular products or products , but while creating invoice or quote we can edit the discount for the particular product or products so that the edit amount will be reflected in the billing.
Yes, LaraOffice has a feature of getting the details of all the Unpaid and Paid Invoice through the Invoice Summary, We also search through the custom search button where the payment status is unpaid. We can also view the Total Invoice Amount and the Overdue amount also from the Invoice summary.
No, there is an option where we can transfer the amount from one bank account to other bank accounts , But LaraOffice helps us to keep track of the transferred amount but creating the records in the bank transfers.
Yes , LaraOffice provides a feature of deleting multiple records at once, we can directly select multiple records at once using the check box and can delete all the records at once.
But this permissions will be available only at the admin side.
Yes, LaraOffice provides a feature to modify all the Email Templates . we can easily modify the email templates by going to Master Settings -> Email Templates where we can create your own template and update.
Yes, RTL only is supported in Admin area. PDF files have no support for RTL option.And moreover if admin want to give permissions of languages to any users then he can give it. Then they will also get the RTL support and languages supports.
Yes, LaraOffice provides a feature to view income and expenses reports for a particular data range . we can go to Generate Reports -> Income Reports we can selected a custom data range and can view the Generated Reports.
Yes, LaraOffice provides a feature to print each Account transaction .Simply Go to Accounts->Incomes and click on the Receipt button so that you can take a print out of each transaction and even can view the pdf of each transaction.
Yes, LaraOffice provides the facility called graphical sales pipeline means summary, to see sum of all proposals, accepted, rejected and delivered. Not only for proposals and also provides for quotes and contracts. You can find the graphical sales pipeline in quotes dashboard, proposals dashboard and contracts dashboard.
Yes , LaraOffice provides the feature to add invoice PDF will creating the invoice and sending the email , the Invoice PDF gets created automatically, in the invoice email.
Yes, LaraOffice provides a feature to print each Account transaction .Simply Go to Accounts->Incomes and click on the Receipt button so that you can take a print out of each transaction and even can view the pdf of each transaction.
Yes, LaraOffice provides the facility called graphical sales pipeline means summary, to see sum of all proposals, accepted, rejected and delivered. Not only for proposals and also provides for quotes and contracts. You can find the graphical sales pipeline in quotes dashboard, proposals dashboard and contracts dashboard.
Yes, you can convert the USD to something currency. For eg;In invoice dashboard you can find the summary button, below that you can see the currencies dropdown box according to that currencies, you can change the amount in that currency values.
LaraOffice provides Users management module, in that module there is a users and roles tabs. If you want to change the permissions of particular user you can edit the roles what you want to change you can modify it. For eg; You want to give projects view permission to the staff/ employee role you can give it easily.
No, this is not possible in LaraOffice product, but you can manually change every upcoming invoice number to any number you want.
Yes, Customer can see their invoices, this is based on permissions given by admin only. Any user can see their own data, nobody can’t see others data because there is security provided by LaraOffice product.
No, now LaraOffice product provides only redirect the page after login to the users dashboard only. If you want to change you can change in the script only.
Yes, LaraOffice provides online messaging system. Its pretty easy way to communicate with the other users in messaging system. This messaging system, you can find in sidebar menu. All most you can see this messaging system module in every users sidebar.
Yes, it’s possible to change the admin theme. If you login to the admin dashboard you will see the admin profile at right side corner. By clicking profile link you can set the or you change the theme of admin dashboard.
Yes, you can switch off the module what you don’t need. LaraOffice provides plugins module on the sidebar at admin panel. If you don’t want any module you can deactivate the module which is in plugins module. So,that will be the in inactive state that doesn’t show it again on admin panel.
Yes, Laraoffice provides chat system between employees and even they can chat with other users and vice-versa.
You can find this module in sidebar at admin panel. This module access not only for employees and admin but also for remaining user like clients, customers, sales managers, sales persons, bussiness managers etc.
Yes, By using the roles permissions we can disable the convert to customer in leads button. If admin is give permission to any roles either convert to button is in enable state or disable state. Based on permissions only you can enable the buttons or disable the buttons. No need to change the css files in coding. Laraoffice provides this type of feature.
Yes , LaraOffice provides a feature to integrate with an email when created a lead . And at the same time LaraOffice also provides a feature to convert the lead to customer.And once the lead is converted to the customer the user gets access to login and view his profile details and other permissions .
Yes, you can restrict your staff members from viewing the customer details. LaraOffice provides great feature called as permissions, once you created the roles and users so, at the time of creating roles you can able to give permissions to the particular roles means giving access to use particular modules to a particular user. Even laraoffice provides permissions to buttons lije create, edit, delete, view etc also. So, you can give permissions easily, if you want to give permissions to employees to viewing the contacts view then you can give contacts_view Permission only.
Yes, you can create terms and conditions at the time of creating proposals. Or else if you want to no more to type each time at the time of creating proposals so,Laraoffice provides proposals settings in global settings module. In that proposals settings you can fix your terms and conditions, once you update it then no more to type every time.
Yes, There is a feature in LaraOffice in the invoices ->view->uploads where we can attach all types of files like. Png,jpg,jpeg,gif,pdf,doc,docx,xls,xlsx,dot,ppt,pptx etc.The same feature is even available for the quotes and proposals also where we can upload any types of files.
Yes, LaraOffice provides currency fields in proposals, quotes, invoices,contracts. And there is no need to type currency every time, once you created the contact at that time only you can give the currency of the user. Then in proposals, quotes,contracts, invoices once you select the user automatically currency will appear.
No, there is no possibility to hide the sales agent dropdown. But have feature to hide the sales agent data at the time of viewing. You can hide the sales agent data by using settings. If you want hide the sales agent of proposals, you can set in proposals settings or if you want to set in quotes you should have to go to quotes settings etc. Like that you can set in settings that will be reflects to the view pages of proposals or quote etc.
There is a feature in LaraOffice where we can delete the uploaded images and documents.There is a remove button in LaraOffice which helps in deleting the uploaded images or docs in the invoices ->view->uploads->remove buttons. The same feature is even available for the quotes and proposals also where we can remove any uploaded images and documents.
Yes, based on permissions of employee roles they can see only his leads/projects etc. One employee can see only assigned data only.
No, it’s not possible to change the default names like projects to something etc. But you have a chance to modify in the files as your wish.
Yes, it’s possible customer can open the projects module. Only based on permissions, like if you give projects module permission to customer then particular customer can see his projects, he cannot see the other customers projects.
In LaraOffice there is a special feature where the tickets get automatically assigned to a particular user , There is a custom field in LaraOffice in Users->edit->Is Support Agent? .If the particular value is set as yes. When the support related to the particular users are raised then the users with the least support tickets for a particular issue automatically gets assigned as an agent for the particular issue.
Yes, LaraOffice provides a feature of adding new products and services directly while creating the quotes and invoices , there is a tooltip with plus sign where we can directly add the new products with the particular price , tax and discount rate . This feature helps the user to save time and so the user can add a new product directly without again redirecting to the products modules.
Currently, there are no custom reminders for tasks, the system automatically sends overdue reminders to the assigned task members, overdue reminders you can configured in proposals cron job settings by go to Global settings -> Master Settings -> Proposal Cron job settings or quotes cron job settings by go to Global settings -> Master Settings -> Quote Cron job settings or invoice cron job settings by go to Global settings -> Master Settings -> Invoice Cron job settings or order cron job settings by go to Global settings -> Master Settings -> Order Cron job settings
It’s very simple and easy in LaraOffice to set default Terms and Conditions , Adimin notes and Client notes for the quotes, proposals , invoices and contracts we can directly go to global settings->Master settings->invoice settings ->settings there we can set the default Terms and conditions ,Admin notes and Client notes. And the same thing for the quotes proposals and contracts.
Yes, there is a CSV import option for leads and contacts. You can easily import the large number of contacts at a time by using this import option. When you click on CSV import option you will see download option, in that there is sample copy of csv according to that only you fill your contacts information.
A quote is an exact price offered for a known product or service, i.e. the customer knows precisely what (s)he wants and requests the exact final price.
A proposal is a solution and price offered, by the vendor, for a customer’s problem, i.e. the customer has a problem to solve and recognises that there may be a range of solutions. The vendor proposes a combination of products and/or services designed to achieve the outcome desired by the customer.
No , there is no option in LaraOffice where we can set the late payment fees for the invoices after the due date, But if you wanted to add the late payment fee we can manually edit the amount and attach it as a late payment fee. And Once the Invoice due date is done the record is counted as an Overdue Record.
Yes, LaraOffice provides graphical representation of all projects with start date, due date and created date. According to the dates you mentioned graph will be shown to you. You will find this in Generated reports -> Client projects reports.
LaraOffice provides a feature where we can directly click on the Forget my password Link . On directly clicking on that link a form opens where you need to provide your email address . A particular reset Link will be sent to the provided email address .Clicking on that reset link directly we can reset our password.
You can easily add your payment gateways by go to Master settings -> add new while you creating payment gateways five fields will be appear infront you. In that you should have to enter the data of your payment gateway information. And one dropdown box will be appear, from that if you want to create payment gateways so you should have to click the Payment gateways in module type field. Then after creating payment gateway you can find the created payment gate gateway in Global settings -> Payment gateways tab and you can find created payment gateway in Global settings -> Master settings.
No, while you creating the project to the client you can choose only one client name there is no chance to choose more than one client. And also there is a chance to maintain the two client data with same project by creating two times with same project name.
Yes, by using permissions of customer role admin can give cart orders permission to order the items. And also customer can make the payment for the ordered items.