Postonly forTaxless

🇮🇳 Tax-Free Invoice System

A comprehensive web-based invoicing solution designed for small businesses and freelancers. Create professional invoices, manage inventory, track customers, and analyze sales - all in one powerful application.

📋System Overview

This Tax-Free Invoice System is a complete business management solution built as a single HTML file with advanced JavaScript functionality. It uses IndexedDB for local data storage, ensuring your data stays private and secure on your device.

📄 Invoice Generation

Create professional invoices with customizable company details, client information, and itemized billing.

📊 Sales Dashboard

Track revenue, orders, and sales performance with interactive charts and analytics.

📦 Inventory Management

Manage your products with HSN/SAC codes, pricing, stock levels, and automated low-stock alerts.

👥 Customer Database

Store customer information with auto-complete features and purchase history tracking.

💾 Data Management

Backup and restore your data, export to CSV, and maintain data integrity.

📱 WhatsApp Integration

Share invoices directly via WhatsApp with formatted messages and PDF attachments.

🚀Getting Started

📥 Setup Instructions

1. Save the HTML file to your computer with a name like invoice-system.html
2. Open the file in a modern web browser (Chrome, Firefox, Safari, or Edge)
3. The system will automatically initialize with sample data
4. Start by customizing your company information in the Invoice Generator section

💡 Pro Tip: Bookmark the file in your browser for quick access. The system works entirely offline after the initial load.

🔧 Technical Requirements

• Browser Support: Chrome 60+, Firefox 58+, Safari 12+, Edge 79+
• Storage: IndexedDB (modern browsers)
• Internet Required: Only for CDN libraries (initial load)
• File Size: ~50KB HTML file
• Data Storage: Local device only (private & secure)

🧭Navigation Guide

The system is organized into five main sections, accessible via the top navigation menu:

📋 Invoice Generator

Main section for creating and customizing invoices. Includes company setup, client details, item management, and invoice preview.

📊 Sales Dashboard

Analytics and reporting section showing sales metrics, top products, recent orders, and revenue tracking.

📦 Stock Management

Inventory control center for adding, editing, and monitoring product stock levels with low-stock alerts.

👥 Customer Database

Customer relationship management with contact details, purchase history, and quick client lookup.

💾 Backup & Restore

Data management tools for backing up, restoring, and exporting your business data.

📝Creating Your First Invoice

🏢 Company Information Setup

1. Enter your Company Name in the first field
2. Add your complete Business Address in the textarea
3. Include Contact Information (email, phone, website)
4. Optionally upload a Company Logo using the file input

🖼️ Logo Management

Logo Features:

• Upload images in JPG, PNG, or GIF format
• Drag and drop to reposition the logo on the invoice
• Resize by dragging the corner handles
• Lock aspect ratio to maintain proportions
• Double-click logo to hide/show resize handles

👤 Client Information

1. Start typing the Client Contact Number
2. If the client exists in your database, details will auto-populate
3. For new clients, manually enter Name, Email, and Address
4. The system automatically saves new client information

📦 Adding Items to Invoice

Enter HSN/SAC Code

Auto-populate Details

Set Quantity & Rate

Apply Discounts

Calculate Totals

1. HSN/SAC Code: Enter the code and use autocomplete to select from inventory
2. Description: Product/service description (auto-filled from inventory)
3. Unit: Select measurement unit (PCS, KG, LTR, MTR, BOX, SET)
4. Quantity: Enter quantity (validates against available stock)
5. Rate: Price per unit (auto-filled from inventory)
6. Discount: Choose percentage (%) or amount (₹) discount

⚠️ Stock Validation: The system prevents you from selling more items than available in stock. Insufficient stock items will be highlighted in red.

⚡Advanced Features

📊 Sales Dashboard Analytics

Revenue Tracking

Monitor total revenue, orders, and customer metrics with customizable date ranges (7, 30, 90, 365 days, or custom).

Top Products

Identify your best-selling products based on quantity sold within the selected time period.

Recent Orders

Quick overview of recent transactions with invoice numbers, dates, and amounts.

📦 Inventory Management

1. Add Items: Enter Item Code, HSN/SAC Code, Description, Rate, Unit, and Stock Quantity
2. Set Discounts: Configure default discount (percentage or fixed amount)
3. Stock Monitoring: Items with ≤5 units display in red for low stock alerts
4. Edit/Delete: Modify existing items or remove discontinued products

👥 Customer Management

Customer Database

Store contact numbers, names, email addresses, and physical addresses for quick invoice generation.

Purchase History

View complete purchase history for any customer, including all invoices and items purchased.

Auto-complete

Smart search functionality that matches contact numbers or customer names for quick selection.

📱WhatsApp Integration

💬 Sending Invoice Messages

1. Enter the recipient's WhatsApp number with country code (+91 for India)
2. Set the maximum description length to control message size (10-50 characters)
3. Click "Preview WhatsApp Message" to see the formatted text
4. Click "Send via WhatsApp" to open WhatsApp with the pre-filled message

📄 PDF Sharing

Download PDF

Generate and download a professional PDF version of your invoice with company logo and formatting.

Share PDF via WhatsApp

Create PDF and share directly through WhatsApp (uses device sharing capabilities when available).

Print Invoice

Print-optimized view that hides navigation and shows only the invoice content.

📱 Mobile Tip: The WhatsApp message format is optimized for mobile viewing, with shortened descriptions and clean formatting.

💾Data Management & Backup

🔄 Backup Options

Complete Backup

Export all data (invoices, inventory, customers) to a single JSON file with timestamp.

Stock-Only Backup

Export just your inventory data for sharing product catalogs or transferring stock information.

Customer-Only Backup

Export customer database separately for CRM purposes or data migration.

Invoice Export (CSV)

Export all invoices to CSV format for accounting software or spreadsheet analysis.

📥 Restore Process

1. Select the appropriate restore option (All Data, Stock Only, or Customers Only)
2. Click "Choose File" and select your backup JSON file
3. Click the corresponding "Restore" button
4. The system will replace existing data with the backup data

⚠️ Important: Restoring data will overwrite existing information. Always create a backup before restoring from another file.

✅Best Practices & Tips

💡 Workflow Optimization

1. Setup First: Configure company information and upload logo before creating invoices
2. Build Inventory: Add your products/services to the stock management system
3. Import Customers: Add frequent customers to enable auto-complete features
4. Regular Backups: Export your data weekly to prevent data loss
5. Monitor Stock: Check the dashboard regularly for low-stock alerts

🔐 Data Security

Privacy Features:

• All data stored locally in your browser (IndexedDB)
• No data transmitted to external servers
• Works completely offline after initial load
• Regular backups ensure data persistence

📱 Mobile Usage

Responsive Design

Optimized for mobile devices with touch-friendly interfaces and adaptive layouts.

Touch Controls

Logo positioning and resizing work with touch gestures on tablets and smartphones.

Mobile Sharing

WhatsApp integration works seamlessly on mobile devices with the native sharing API.

🔧Troubleshooting

❗ Common Issues

1. Data Not Saving: Ensure you're using a modern browser with IndexedDB support
2. PDF Generation Fails: Check if popup blockers are disabled for the page
3. WhatsApp Not Opening: Verify the phone number format includes country code
4. Logo Upload Issues: Use JPG, PNG, or GIF files under 5MB
5. Backup File Errors: Ensure JSON files are valid and not corrupted

🔄 Data Recovery

Browser Data Loss: If you clear browser data, all invoices and settings will be lost. Regular backups are essential for data recovery.

🌐 Browser Compatibility

• Recommended: Google Chrome (latest version)
• Also Supports: Firefox, Safari, Edge (recent versions)
• Not Supported: Internet Explorer, very old browser versions
• Mobile: iOS Safari, Android Chrome

🎯Start Using the System

Ready to streamline your invoicing process? Save the HTML file, open it in your browser, and start creating professional invoices in minutes!

Key Benefits:

✅ No Installation Required
✅ Completely Free to Use
✅ Works Offline

✅ Professional Invoices
✅ Inventory Management
✅ Sales Analytics