Duplicate Invoice Summarising Tool for Xero Accounting Software

This app is built to help users who have created multi invoices for a customer on the same day, quickly total and create new "daily summary" invoices.

My Dream

After informing many users that their invoicing habits are the reason for performance issues in Xero, I thought to myself there must be a better way. A tool that could squash duplicate invoices into a single invoice for the contact, is ideal. That way we could tell users that we understand this will take a bit of time but it's possible to quickly:

1. | Create daily summary invoices with this app.
2. | Pop into Xero and void/remove singular invoices (INV numbers available in this app to make this easier)
3. | Use Find and Match to quickly reconcile with the new daily summary invoice. For example, two $100 invoces with payments will match to one $200 invoice.

Guidelines

The user can retrieve all their invoices from Xero (filter the list if preferred) and click the check for duplicates link. They'll see a page with all duplicates listed by contact and nested by date.

By pressing create, a new window will display with information pre-populated to assist with invoice creation. Saving the invoice will create a new draft invoice in their Xero organisation.

Todo List

MVP: Achieved

Provide the ability to locate duplicate invoices for a customer, based on the invoice date.

Allow the user to quickly create and post a summarized invoice to Xero.

Goal: Enable users to easily identify where duplicates arise, remedy the problem and reduce overall invoicing volume. This will help them stay within our recommended limits and enjoy a rich experience on the Xero platform.

Stretch: In progress

Find duplicates for multiple customers: Done

Add filter to view page to condense info: Done

Add paging/a limit to reduce API call size:

Add a 'more details' option to allow users to customize their invoices further: Done

Pull the date through on the form instead of using the default of today's date: Done

Set up cookies for a nicer experience:

Display granular invoice detail in stealth tab: In progress - detail shows but isn't toggled yet

CSS and styling to provide a sleek experience: Done

Updated dependencies to latest: In progress

Running the Sample App

yarn 
yarn start

You should now see listening on http://localhost:3100. Browse there and reduce some duplicates!