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Meister Bill — Feature Catalogue (MVP & Add‑ons)

A concise, well-structured overview of planned features for Meister Bill, including scope, acceptance criteria, examples, and pricing. Useful for prioritization, scoping, and marketing copy.

Legend

  • Dev Weeks: Estimated development effort.
  • Price p.m.: Indicative monthly price (end-customer).
  • Status: Current implementation status.

Table of Contents

Multi Currency

Summary
Allow service providers to set prices per product in multiple currencies. If a currency price is missing, the system applies the daily FX rate and shows which rate or price was used on the invoice.

Acceptance Criteria

  • Multiple currency prices per product.
  • Missing currency → apply current FX rate automatically.
  • Invoice clearly indicates fixed price vs. conversion rate.

Examples

  • Designer with EUR base price + fixed USD price; GBP is auto‑converted.
  • Coach with USD prices; EUR is auto‑converted; fixed CAD price for Canada.
  • Shop with EUR base price; JPY auto‑conversion for Japanese orders.

Geo Tracking

Summary
Mobile trip tracking for drivers (start/end, distance, duration, breaks). At the end, choose whether breaks are billable. Auto‑create a trip log and push into invoices.

Acceptance Criteria

  • Auto capture start/end, distance, duration.
  • Detect breaks; optionally bill them.
  • Create a detailed trip log usable in invoices.

Examples

  • Grocery delivery: daily trip overview for billing.
  • Taxi: wait times detected; driver chooses billing of breaks.
  • Courier: precise distance/time logs for each run.

Picture Proof

Summary
Attach photo evidence to invoices or reports with timestamp, location stamp, and optional per‑photo comments.

Acceptance Criteria

  • Embed photos in invoice/report.
  • Auto timestamp + geotag.
  • Per‑photo comments.
  • Visible to the customer in invoice/report.

Examples

  • Cleaner adds room photos post‑service.
  • Limo driver adds handoff photo at airport.
  • Handyman adds before/after photos with notes.

Git Repo Import

Summary Connect GitHub (read‑only OAuth) for a chosen billing period, list commits (hash, date, author, message) and select which entries to insert as invoice line items.

Implementation Status (Issue #136)

✅ Step 1 Completed: Repository Management - Database schema (git_repositories table) - Backend API with full CRUD operations - Frontend repository management UI - Repository configuration (name, URL, type, access token) - Default hourly rate setting per repository - Active/inactive status toggle - Connection test functionality (placeholder for future OAuth) - Multi-repository support (GitHub, GitLab, Bitbucket) - Feature-gated access (git_connect)

🔄 Remaining Steps: - Step 2: OAuth integration with GitHub/GitLab/Bitbucket APIs - Step 3: Commit fetching and filtering (by date range, author, message) - Step 4: Commit selection UI with preview - Step 5: Insert selected commits as invoice line items - Step 6: Automatic pricing based on default hourly rates - Step 7: Commit grouping and filtering options

Acceptance Criteria

  • OAuth connection to GitHub.
  • Commit list constrained to selected date range.
  • Selected commits appear unchanged in invoice draft.
  • UI performant with ">100" commits.

Examples

  • Solo frontend dev imports monthly commits, saves ~30 min billing prep.
  • Microservice agency imports per repo; later add filters (e.g., exclude CI).
  • OSS consultant imports all, bills only client repos; others marked as pro bono.

Templates

Summary
Choose from multiple document templates (classic / modern / compact). Customize logo, primary color, and font to produce professional invoices/quotes.

Examples

  • Freelancer uploads logo, picks modern layout, sets blue accent.
  • Coach keeps default layout, adds logo only.
  • Agency A/B tests color schemes for brand recognition.

Project Base

Summary
Group work by project: assign customers, items, receipts, tasks, files, time entries; create partial/final invoices; optional budgets and export.

Examples

  • Coach: 3‑month program → monthly invoices per milestone.
  • Designer: branding package → two partial invoices under one project.
  • IT consultant: track hours, export month‑end summary + invoice.

Client Tags

Summary
Tag customers (single or bulk) to drive automations and dynamic reports.

Details

  • Bulk tag assign/remove; tag presets.
  • Automation rules: on add/remove trigger flows (e.g., Brevo, Zapier).
  • Dashboards and lists filterable by tag; export by segment.

Acceptance Criteria

  • Apply/remove tags individually and in bulk.
  • Automations fire reliably on tag changes.
  • List/dashboard filters are fast and accurate.

Examples

  • VIP tag: monthly thank‑you email + segmented revenue widget.
  • Reactivation: 90‑day inactive → auto email via Zapier.
  • Accountant: export open items only for “SMB” segment.

Calendar Sync

Summary
Read‑only OAuth sync (Google first). Map calendar events to draft invoice lines using simple rules (customer, duration, service).

Acceptance Criteria

  • Reliable OAuth connection.
  • Draft items match selected calendars and time window.
  • Rules correctly identify customer & duration without free‑text parsing.
  • User can selectively import events.

Examples

  • Physiotherapist: daily 30‑min sessions → monthly invoice in minutes.
  • Yoga teacher: events tagged by student → suggested line items.
  • IT consultant: #Consult keyword creates hourly entries per event.

Quotes

Summary
Create quotes and email them. Customer views online, asks questions or requests changes, and accepts with one click. Expiry reminders included.

Acceptance Criteria

  • Create + email quotes.
  • Customer can view + accept online.
  • Q&A / change requests before acceptance.
  • Reminder before expiry.

Examples

  • Logo design quote with online Q&A → accept.
  • Network setup quote with 30‑day validity + reminder.
  • Event planning quote with change requests before final acceptance.

Import / Export

Summary
CSV import for customers/products with header mapping and validation; export to CSV/Excel for bookkeeping.

Examples

  • Coach imports Google Contacts CSV, invoices immediately.
  • Freelancer imports product list from legacy tool.
  • VA imports 300 rows in under two minutes.

Recurring Invoices

Summary
Automate recurring invoices (weekly/monthly/quarterly). Choose automatic send vs. manual approval. Optional series settings later (terms, renewal, price step‑ups).

Acceptance Criteria

  • Per series: auto‑send or manual approval.
  • Configurable intervals (weekly/monthly/quarterly).
  • Notification for manual approval.

Examples

  • IT maintenance: some clients auto‑send, others manual review.
  • Coaching programs: weekly vs. monthly cadence per program.
  • Subscriptions: generate invoices on a set cadence with approval option.

Potential Extensions

  • Series duration/renewal rules (e.g., 12 months).
  • Reminders for admin and client (e.g., 30 days before last invoice).
  • Price adjustments in series (e.g., +10% after month 12).

Bank Reconciliation

Summary
Connect bank account via Open Banking (read‑only) to import transactions and auto‑match paid invoices by reference, amount (±1%), and date (±3 days).

Examples

  • N26 account sync each morning; auto “paid” marking.
  • Dev uses sub‑account; gets in‑app notification on match.
  • Studio reviews suggestions for unmatched payments and assigns manually.

Voice Invoicing

Summary
Free‑form speech input maps to products via stemming and synonym lists to reduce manual product maintenance and improve recognition quality.

Examples

  • “Built a website” → maps to “Web design package.”
  • “One hour troubleshooting” → maps to “IT support (1h).”
  • “Did a consulting session” → maps to “Consulting hour,” auto add price/desc.

Tech Notes

  • Stemming (e.g., Snowball / natural).
  • Curated synonyms (JSON → DB later).
  • Fallback logging for unknown terms.
  • Dialog confirms or corrects mapping.

Offline Mode

Summary
Create and edit invoices without internet. Automatic sync when online. Visual indicator for unsynced items.

Acceptance Criteria

  • Create invoices offline.
  • Auto‑sync when online.
  • Show unsynced items clearly.
  • Access and edit existing invoices offline.

Examples

  • Construction site without reception.
  • Field engineer on remote site.
  • Rural tradesperson invoices on location; sync later.

Expense Tracking

Summary
Record business expenses with categories, receipt photos, and monthly input‑VAT summary; export to CSV/Excel.

Acceptance Criteria

  • Create/edit expenses with amount, date, vendor, description.
  • Attach receipts (PDF/JPG/PNG).
  • Auto category suggestions from keywords/vendor.
  • Correct VAT summary and export.

Examples

  • VA tracks SaaS and materials; monthly VAT summary.
  • Tradesperson snaps fuel receipt; auto “travel costs.”
  • Coach tracks coworking/café/Zoom; end‑of‑month breakdown.

Customer Feedback

Summary
After invoicing, send an email asking for a star rating (1–5) and optional comment. Show average rating and comments on the dashboard.

Acceptance Criteria

  • Email sent reliably after invoicing.
  • No login required for clients to submit.
  • Clear dashboard display of ratings/comments.

Examples

  • Web designer requests short post‑project feedback.
  • IT agency auto‑requests rating after server setup; uses testimonials.
  • Coach requests after each session for continuous improvement.

Invoicing

Summary Core invoice workflow with drafts, version history, product catalog items, manual lines, and automatic tax logic. Live preview and PDF export; email sending with status tracking. Integrated with Stripe Connect for instant payment links and automatic payment processing.

Key Elements

  • Draft & Versioning: auto‑save drafts; history via activity log.
  • Line Items: catalog products, manual lines; future add‑ons (time/geo/picture/calendar).
  • Tax Logic: country pairing, B2B/B2C, product category, small business rules; show applied rates.
  • Layout & PDF: template selection, logo/colors/footers, live PDF preview.
  • Send & Track: via email; customizable email templates; statuses Draft → Sent → Viewed → Paid; reminders/webhooks as add‑ons.
  • Payment Links (✅ Implemented): One-click Stripe payment link generation per invoice with:
  • Stripe Connect Express account integration
  • Direct payments to service provider's bank account
  • Automatic invoice status updates via webhooks
  • Copy-to-clipboard for easy sharing
  • Multi-currency support (135+ currencies)
  • Hosted Stripe Checkout with Apple Pay, Google Pay, cards
  • No platform fees (optional application fees available)
  • Real-time connection status indicators
  • Settings page for Stripe account management

Implementation Status (Issue #28)

✅ Completed: - Database schema with stripe_payment_link field - Stripe Connect Express account creation & onboarding - Payment link generation API endpoints - Webhook handling (checkout.session.completed, account.updated, payment_intent.succeeded) - Frontend UI in Settings → Payments tab - Payment link section on invoice detail page - Payment link quick actions on invoice list page: - Copy payment link button (one-click clipboard) - Generate payment link button (instant creation from list) - Stripe connection status banner - Smart button states (copy/generate/disabled for drafts) - Multi-language support (EN/DE) - Event bus integration for notifications

Payment Flow: 1. Service provider connects Stripe account (Settings → Payments) 2. Completes Stripe onboarding (business details, bank account) 3. Generates payment link for sent invoice (Invoice detail → Generate Payment Link) 4. Shares link with customer (copy/paste or include in email) 5. Customer pays via Stripe Checkout (secure hosted page) 6. Webhook updates invoice status to "paid" automatically 7. Payment goes directly to service provider's Stripe account 8. Payout to bank account within 2 business days

Examples

  • Designer: Creates invoice → Generates payment link → Customer pays online → Invoice marked paid automatically.
  • Freelancer: Connects Stripe once → All future invoices get instant payment links → 70% faster payment collection.
  • Coach: EUR invoice for US client → Payment link supports USD conversion → Customer pays in preferred currency.
  • Small‑business rule: Correct non‑VAT invoice with automatic logic.
  • International consultant: Multi-currency invoices with Stripe's automatic FX conversion.

Payment Reminder

Summary
Automatic dunning‑light for overdue invoices: schedule, interval, max count, tone/language per brand/customer; log all reminders; manual trigger button available.

Examples

  • DE freelancer: reminder day +3 with PDF + PayLink.
  • International coach: English reminder day +5; second stricter at +15.
  • IT provider: disable reminders for VIP clients.

Note
Future add‑ons: SMS, voice TTS, postal letters; bundle by plan for upsell.

Automate (Zapier/Make)

Summary
Prebuilt webhooks and endpoints for Zapier/Make with guides and templates. Dashboard shows active automations and data flows.

Acceptance Criteria

  • Non‑coders can set up simple automations.
  • Zapier/Make integrations work reliably.
  • Templates accelerate setup.

Examples

  • Auto email invoices with PDF.
  • Auto request customer feedback post‑project.
  • Sync invoices and payments into accounting tools.

Customer Management

Summary
Centralize customer data (contacts, billing address, notes, payment status, communication log). Foundation for invoicing, reminders, tags, and future GDPR export.

Summary Every invoice gets a personal PayLink via Stripe Connect. Link leads to a secure hosted Stripe Checkout. Webhooks update payment status instantly. Service providers receive payments directly to their bank account.

Status: ✅ Implemented (Issue #28)

Implementation Details

Built with Stripe Connect Express accounts: - Each service provider connects their own Stripe account - One-click payment link generation per invoice - Secure Stripe-hosted checkout pages - Support for 135+ currencies with automatic conversion - Apple Pay, Google Pay, and card payments - Automatic webhook updates (paid status) - Copy-to-clipboard functionality - Real-time connection status monitoring

Technical Architecture: - Backend: StripeService with Connect account management - Frontend: Settings → Payments tab for account connection - Invoice page: Generate/copy/open payment links - Webhooks: Automatic status updates on payment - Database: Stripe account fields + payment link storage

Service Provider Benefits: - ✅ No Stripe account needed (created through platform) - ✅ Payments go directly to their bank (2-day payout) - ✅ Full PCI compliance handled by Stripe - ✅ Multi-currency support out of the box - ✅ Professional checkout experience - ✅ Automatic invoice status tracking

Platform Benefits: - ✅ No payment processing liability - ✅ Optional application fees (not currently enabled) - ✅ Simplified onboarding flow - ✅ Stripe handles compliance & fraud - ✅ Webhook automation reduces support

Examples

  • Freelancer Anna: Connects Stripe → Generates payment links → 70% click-to-pay rate → +25% liquidity → −3h/month on reminders.
  • Coach Martin: Multi-currency invoices → Payment links support USD/EUR/GBP → Automatic FX conversion → 90% auto-payment rate.
  • Designer: Sends invoice with payment link → Customer pays via Apple Pay in 30 seconds → Invoice marked paid automatically → No manual follow-up needed.
  • Eventify: Email conversion 55% → 78% with embedded payment links → Better cash flow planning → Lower burn rate.

Related Features: - See Invoicing for full payment workflow - See Payment Reminder for automated dunning - See Dunning (Mahnwesen) for escalation with fees

Inventory & QR Labels

Summary
Catalog for products/services with categories for tax. Generate printable QR labels (PDF/PNG), bulk export, and scan‑to‑invoice integration (web + mobile).

Examples

  • Equipment rental: scan adds item + hourly rate into invoice.
  • Carpentry: showroom scans load details directly into draft.
  • Auto workshop: QR on spare parts adds items to expense or invoice.

Dunning (Mahnwesen)

Summary
Configurable escalation levels (days, text, fee, interest). A single static PayLink per invoice always reflects the current total due (base + fees + interest).

Examples

  • Photographer: €5/€10 staged fees; link always shows updated total.
  • Trainer: 1.5% interest after 30 days; link auto‑updates.
  • Author: text‑only stages; no fees, just firmer language.

Phone Support (Premium)

Summary
Premium customers get a direct phone line during set hours with guaranteed response or callback. Notes can sync into CRM; follow‑up email summary optional.

Examples

  • Help cancel invoice / correct error fast.
  • Guided step‑by‑step changes (e.g., bank details).
  • Live coordination with accountant on export specs.

Time Tracking

Summary
Track time via start/stop or manual entries. Filter by project/customer; import entries into invoices as individual lines or grouped summaries.

Acceptance Criteria

  • Start/stop + manual input with description.
  • Filterable dashboard by time range, customer, project.
  • Import to invoice (single or grouped).
  • Performant UI at scale.

Examples

  • Dev: daily timers → monthly grouped invoice.
  • Agency: team logs per project; lead generates grouped invoices.
  • VA: manual 2h/day “comms + email”; weekly grouping.

Quick Tip
Start with manual entry + suggestions (“Yesterday, 2h, Project XY”). Add timers later for 80/20 impact.

Prioritization Pointers (Optional)

  • MVP Core: Invoicing, Customer Management, Import/Export, Templates, PayLink, Payment Reminder.
  • Fast ROI Add‑ons: Recurring, Calendar Sync, Time Tracking, Client Tags, Customer Feedback.
  • Differentiators: Git Repo Import, Picture Proof, Inventory & QR, Dunning, Bank Reconciliation.
  • Power Features: Multi Currency, Offline, Voice Invoicing, Geo Tracking, Automate.

Features Price Table

Feature Price
Calendar (Booking → Auto‑Invoice) $20
Multi Currency $10
Project Base $10
Time Tracking $5
Voice Input $15
Client Tags $5
Customer Feedback (Stars + Comment) $5
Expense Tracking $10
Bank Reconciliation $15
Dunning (Mahnwesen + Fees) $10
E‑Invoicing Export (ZUGFeRD/UBL) $15
Inventory (Produktkatalog + QR) $10
API (REST + Webhooks) $15
Automate (Zapier/Make) $10
Multi Client (Rollen/Rechte) $10 / Seat
Offline Mode $15
Geo Tracking (Fahrten/Protokoll) $20
Phone Support (SLA) $20