Hello
I have reviewed your requirement for the portal and initially below are the adjustments that will be available on your site.
- Insertion of new client into the platform, it will also allow to genrate the invoice and can be imported to the quickbooks account.
> Each client will have info related to the division and there will be 3 divisions, which also includes the prefixes QP & DP.
- form should be customizable in order to add additional charges into invoice, notes section wil be also there specific to job and client.
> Quickbooks integration: Every invoice will be as per the specific company, and mentioned challenge will be taken care of.
> Data Entry form: Will be as per the mentioned specification.
> Search Tool: Advanced serach option will be implemented in site to find the record by job, first & last name of client, company name.
> Reporting: site will be able to genrate the reports as per the provided specification.
As per the specification you have provided, the initial flow of site will be good to get expected outcome,
I would also like to suggest you to go with ASP.NET as it will have better control if in future, you need extension on your site.
I'm a Microsoft certified expertise with working experience in .Net, C#, MVC, Vb.net, and developed a wide range of applications, API integrations, and custom software.
Let me know if we can have a quick call in order to take this further.
Regards,
Hetal Mehta