Welcome

To

InfixBiz

Ultimate solution for advocate management

By

SPONDONIT

We would like to thank you for purchasing InfixBiz! We are very pleased you have chosen InfixBiz for your institution, you will not be disappointed! Before you get started, please be sure to always check out these documentation files. We outline all kinds of good information, and provide you with all the details you need to use InfixBiz. InfixBiz can be used with any advocate firm.

If you are unable to find your answer here in our documentation, watch our Video Tutorials, you can also visit our Help & Support. Chances are your question or issue have been brought up already and the answer is waiting to be found. If you are unable to find it anywhere, then please go our Support section and open a new Support Ticket with all the details we need. Please be sure to include your site URL as well. Thank you, we hope you enjoy using InfixBiz!

System Requirements

Infix System Requirements

The Laravel framework has a few system requirements. All of these requirements are satisfied by the Laravel Homestead virtual machine, so it's highly recommended that you use Homestead as your local Laravel development environment.

However, if you are not using Homestead, you will need to make sure your server meets the following requirements:

  • PHP >= 7.2.0
  • OpenSSL PHP Extension
  • PDO PHP Extension
  • Mbstring PHP Extension
  • Tokenizer PHP Extension
  • XML PHP Extension
  • Ctype PHP Extension
  • JSON PHP Extension
  • BCMath PHP Extension

* In most hosting accounts, these extensions are enabled by default. But you should check with your hosting provider.

After installation InfixBiz to work properly, you must make few directories/files writable. Below are a list of directories/files you should ensure that have write permissions.

  • installation_dir/storage/app/
  • installation_dir/storage/framework/cache
  • installation_dir/storage/framework/session
  • installation_dir/storage/framework/testing
  • installation_dir/public/uploads/

InfixBiz Installation

Database and database user creation on Server

Log into your cPanel.

Click the MySQL Database Wizard under the Databases heading.

Next to New Database enter a name for your database and click Next Step.

Next to Username enter a username.Enter a password next to Password, enter it again for Password (Again) and then click Create User.

On the next page, you'll assign privileges for the user to the database. Check the box next to All Privileges and then click Next Step.

Upload the package to your host

  • Download the package from codecanyon or from infixbiz.uxseven.com Website
  • Unzip the package and you'll find the following contents
    • Documentation
    • upload.zip

Upload file "upload.zip" to your host inside the desired location using cPanel File Manager

After upload is completed, Right click on the package and select Extract. That will extract the zipped file contents

Adjust the folders Permissions

  • Change the permissions of uploads folder and all it's contents (Files & Folders ) to 777
  • Change the permissions of storage folder and all it's contents (Files & Folders ) to 777

Start the installation

  • Use your browser to Infix install Script . Type in browser your application location followed by /install. and hit Get Started
welcome

Checking your server environment. If everything is alright hit Let's go next.

environment

Checking Codecanyon Credentials. If all thing is ok Press Let's go next

license

Insert your database connection creadential and Press Let's go next. (You can force delete your previous database table by clicking Force delete previous table)

database

Type in Administrator Details Then Press Next Step

admin

Installation complete

done

Now you can press Goto Home and insert your admin credentials to login.

login

Click Here for a complete video tour of installation process

Get Support

Get Support from Infix

To get Technical/Sales support. You must create Infix Account first.

Dashboard

Infix Dashboard

1. Dashboard

At the top menu of left sidebar is Dashboard. There are several view port in dashboard. we can see the number of Total purchase, Total sale, Expense etc. at a glance. After login a user can see the update for that day.

2.Toggle sidebar to mini sidebar and normal sidebar

3. Search

Search with any keyword, if it match any section of application it will show in dropdown.

4. Change showroom or wirehouse

5. Change system laguage

6. Daily cashbook

Cashbook

7. Quick menu

8. Notification

9. Profile

The user can see their profile, change their existing password. Logout button at the bottom of this profile section.

10. Quick summery

Under quick summery a user can see Today, This Week, This month, This Financial year (ref- 11) Total purchase (12), Total Sale (13), Expense (14), Purchase Due (15), Invoice Due (16), Total in Bank (17), Total in cash (18), Net Profit (19)

20. Sales Statistics

Sales Statistics graph which can you filter Monthly or Yearly sales Statistics (ref- 21)

Profit Statistics

Profit Statistics graph which can you filter Daily, Weekly, Monthly, Yearly profit Statistics (ref- 1, 2, 3, 4)

Recent Activity

On recent activity section you can find recent sales (ref- 1) and pruchase (ref-2) invoices.

3. Branch wise product quantity

A short review of your branch wise product stock quantity

4. Payment Due list

5. Stock alert list

1. Calendar

This section show a full calendar. It also show the registered event.

Todo List

This is a todo list manager. We can add todo (ref-2) in list.There are two button one is complete (ref-3) another is incomplete (ref-4). To see complete and incomplete list we need to toggle them. On incomplete section there is a checkbox (ref-5) for complete a todo.

Project Management

Project Management

On project management section you will show team list, under that you will find project list.

On click Team name you will show Team Details page (like below)

1. New Project

After click this option you can create new project

2. Create Team

After click this option you can create new team.

3. Share

After click this option you can Share your team with other users. After insert member emails click share now for share

New Project

1. Project name

2. Select Team

Here you can find all the team you have create.

3. Default View

You can select list view or board view as your project default view

5 & 6. Back to previous page

Project Details

1 & 2. Project icon and color dropdown

on click project icon you will see a dropdown menu like below

3. Project Details

on click project menu you will see a dropdown menu like below. You can edit your project details from here

4. Mark Favourite

On click this icon on left sidebar you show a favorite section which shows all your faovourite project.

5. Add Task

Here you can add task. on click dropdown icon you will find a Add Section Option

6. Section menu

After Section name on click Plus icon add task for that section. On click ... icon give you an option to delete or rename section.

7. Collapse or expand section's task

8. Collapse or expand Task's subtask

9. Mark complete

10. Show task details

11. Add Task on section

12. Add New Section

13. Open a dropdown (show below) for filter.

13. Sorting based on fields.

14. List of all fields.

Here you hide or show any fields, add your custom fields

16. More menu.

After click more menu you will find a option to save this layout as default.

17. Add new field

After click this icon you can add custom field for your project.

18. Share

For sharing your project with other click this icon.

19. Project fields

All visible fields will show here.

Board View

Project files

Project Converstaions

1. Click to write somethings

After click this you will get a text editor for start conversations

2. Post

After Writing you converstations click post for post

3. Edit or delete icon

4. Edit or delete icon for reply.

5. Post for conversations reply.

Add New Field

1. Field Type

Here you can select different type of fields like; Text, Dropdown, Number, Date

2. Delete Option

Delete option for field type dropdown

3. Add new Option

Add new option for field type dropdown

4. Save Button

After fill all the filed click save for add new custom field

Task Details

1. Mark Complete

2. More menu

Here you can like task, add sub task, add tag, close details view

2. Add Sub task

3. Add File icon

Add Attachment for you task

Sale

Sale

1.Add New Sale

2. Action Menu

On action menu you will find option for Payment for invoice, Sale return, Order details, Download invoice, Chalan download, Clone sale, Clone to quotation, and print invoice .

New Sale

1. Select Customer

2. Select Warehouse or showroom

3. Select Product

4. Select Tax

5. Save

After fill all the required field click save for complete sale or click draft for draft.

Sale Details

1. Button group

On check previous due it will show customer previosu due on invoice.

Click print for print invoice.

click Chalan for print chalan copy.

Click pdf for generate invoice pdf

Click preview for show a quick details

click view payments for show payment list for that invoice.

click mail for send invoice to customer (before send mail please configure email from settings menu.)

2. Invoice details

Here show invoice subtotal, total, tax, discount calculation.

3. Signature Section

4. Invoice Remarks

5. Pos machine

Payment

1. Add new payment row

2. Quick cash

3. Finalized payment

Sale Return

1. Create new Sale Return

After click this you will get all your sales. Select that sale which you need to return.

2. Action menu

Details of your sale return.

New Sale Return

Contact

Add Contact

1.Add contact

After fill all the required field click add contact for save your data.

Customer list

1. New Contact

2.Action menu

3. View Contact details

4. Edit contact

5. Delete Contact

Supplier

Same as Customer

Settings

1. you can enable or disable your customer and supplier login.

Contact Login Panel

After Login with customer credentials customer get a panel like above.

1. See all product which are you inoviced.

2. Invoice List

3. Return Invoice List

4. Transaction List

5. Action Menu

6. Make a payment

7. Download invoice

Product

Category List

1.Add Category

2.Action menu

Here you can edit or delete category

Add new category

1. Click for category as a sub category.

2.Add Category Button

After fill all the required filed click add category for save your data.

Brand list

1.Add Brand

2.Action menu

Here you can edit or delete brand

Add new brand

1.Add Brand Button

After fill all the required filed click add brand for save your data.

Model list

1.Add Model

2.Action menu

Here you can edit or delete model

Add new model

1.Add Model Button

After fill all the required filed click add model for save your data.

Unit Type list

1.Add Unit Type

2.Action menu

Here you can edit or delete unit type

Add new unit type

1.Add Unit type Button

After fill all the required filed click add unit type for save your data.

Variant list

1.Add variant

2.Action menu

Here you can edit or delete variant

Add new Variant

1.Add Value for variant

2.Delete Value for variant

2.Add variant button

After fill all the required filed click add variant for save your data.

Product list

1. New product

Click for add new product.

2. Products

On that section you will get single and variant type of products

3. Combo product

On that section you will get Combo product products

4. Product name

On click of the product name you will get product details modal

5. Product Action menu

Here you will find options of edit, generate barcode, view, delete, add part number, selling price history.

Product Details

1. Add more button

Click for add more stock.

Add Single Product

1. Select Product Type

There are 4 type of product you add . For add single product select Single

2. Select Unit

3. Select Barcode Type

4. Select Brand

5. Select Category

6. Select Sub Category

7. Select Model

8. Set Selling Price

9. Add Product

After fill all the field press Add product for Save your data

Add Variant Product

1. Select Product Type

There are 4 type of product you add . For add variant product select Variant

2. Choose Variant

3 & 4. Select Variant Value

5. Add Product

After fill all the field press Add product for Save your data

Add Combo Product

1. Select Product Type

There are 4 type of product you add . For add Combo product select Combo

2. Select Product

You can select multiple product for make combo.

3. Add Product

After fill all the field press Add product for Save your data

Add Service

1. Select Product Type

There are 4 type of product you add . For add Service product select Service

2. Set hourly rate

3. Add Product

After fill all the field press Add product for Save your data

Inventory

Add Opening Stock

1.Add product

After fill all the field click add product to save your data.

2. Opening stock list

Receive your product

1. Add new purchase order.

2.Add your purchase product to stock

Stock Transfer

1. Transfer product.

2.Action menu for transfer products

Stock List

1. Select citeria and search.

Product movement

Stock Adjustment

1. New Stock adjustment.

2. Stock adjustment action menu.

Product Info

Purchase

Purchase order

1.Add new purchase order

2. Purchase order action menu.

New Order

1. Supplier previous due.

2.Select Supplier

3.Select Product

4.Remove product from invoice

5.Select invoice tax

6. Save/ Reset/ Cancel Invoice

Purchase return list

1. Create new purchase return.

2.Action menu for purchase return invoices

Cnf

1. Add new Cnf.

2. Action menu for cnf.

Quotation

Quotation list

1. Add new quotation

2. Quotation action menu.

New Quotation

Same as add new sale

Accounts

Add new Expense

1. Select expense payment method

2. Save.

After fill all the required field click save for store your data.

Expense list

1. Action menu for expenses

Add Income

1. Save.

After fill all the required field click save for store your data.

Income list

1. Action menu for income

2. Edit income

3. Delete income

Bank Accounts

1. Add new bank account.

2. Action menu for Bank accounts.

3.Bank account history.

4.Edit bank account information.

5.Delete bank account

Add Bank Account

1. Save.

After fill all the required field click save for store your data.

Bank Account history

Opening Balance

1. Save.

After fill all the required field click save for store your data.

Chart of accounts

1.Add new chart of accounts

2. Action chart of accounts

Add Chart of accounts

1.Click for add as sub account

2. Save.

After fill all the required field click save for store your data.

Reports

Transaction Report

1.Select criteria and search for report

2. Reset fields

statement Report

1.Select criteria and search for report

2. Reset fields

Profit and Loss Report

1.Select criteria and search for report

Account Balance Report

1. Select criteria and search for report

Income by customer Report

1. Select criteria and search for report

Expense by supplier Report

1. Select criteria and search for report

Sales Tax Report

1. Select criteria and search for report

Transfer

Make A Transfer

1. Select Tranfer type, (Cash or Bank) Under that you will find Payment From Account

2. Select payment to account

3. Save.

After fill all the required field click save for store your data.

Transfer list

1. Action menu for list

Location

Branch list

1.Add Branch

2.Action menu

Add new branch

Save Button

After fill all the required filed click save.

Warehouse list

1.Add Warehouse

2.Action menu

Add new Warehouse

Save Button

After fill all the required filed click Save

Human Resource

Staff List

1. New Staff

For add new Staff to list, we should click this button.

2, 3, 4, 5. Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

Add new staff

1. Create Button

For add new staff, after fill the form we should click the create button.

Role

1. New Role

For add new Role, after fill role name we should click this save button.

2. Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

3. Assigne Permission

For assign permission to a specific role, need to click here.

Permission

After click Assignee Permission it will show this page.

1. (-/+) Icon

Collapse or expand permission group

2, 3. Checkbox

Select all permission on that group

4. Submit Button

After assign permission as you need for this role you show click submit button for update data.

Attendance

Select Date

Select the spacific date which date attendance information you want to update.

Select Role

Select the spacific role which role attendance information you want to update.

After select role you can see this view.

1. Add note

Add Attendance status and note(Optional).

2. Save Button

For save attendance information you should click here.

Attendance Report

1. Search

After select criteria click search for generate report

2. Attendance Report

After get list click for generate attendance report.

Payroll

1. Search

For get list after selct all field click the seach button. Then it will show the all staff payroll under this role.

3. Generate Payroll

For Generate payroll You should click here.

Payroll Reports

1. Search

For get list after selct all field click the seach button. Then it will show the all staff payroll under this role.

Loan Apply List

1. Apply For Loan

2. Action Menu

Apply For Loan

1. Save

After fill all the field press save to store your data

Loan History

1. Action Menu

Loan History Details

Loan Approval List

Action menu for loan approval

Loan Approve

1. Select Loan appoval status

It auto save your data.

2. Close Modal

Leave Type

Leave Type

1. New Leave Type

For add new Leave type to list, we should click this button.

2. Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

Leave Define

1. New Leave Define

For add new Leave Define to list, we should click this button.

2. Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

Approve Leave Request

1. Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

Pending Leave

Action

Form this section we can manipulate and view list data.We can Edit Delete and show the list data.

After click view we will see below modal.

1. Select Option

Select Leave Status form here.

2. Cancel

Close modal

Carry Forward

Action

For add Carry Forward to user you should toggle it.

Setting

Activation (Default view in setting)

1. Activate Which function you want to start using

General Setting

1. Upload Logo

Here we can upload logo for our sysem.

2. Upload favicon

Here we can upload favicon for our sysem.

3. Save

After update information in form we should click save button save this information.

Company Settings

1. Save

After update information in form we should click save button save this information.

3. Send Test Mail

Here we can send test mail from our system.

Invoice Setting

1. Save

After update information in form we should click save button save this information.

SMTP Setting

1. Save

After update information in form we should click save button save this information.

2. Send Test Mail

Here we can send test mail from our system.

SMS Gateway

1. Activate Gateway

Select gateway which you want to activate. Currently we support twillo and text to local gateway.

2.Gateway Credentials

Here you can provide your gateway credentials.

2. Save

After update information in form we should click save button save this information.

Email Tamplate

1. Template type

Select a template which you want to customize.

2. Available Variable

Here you can find template variables which you want to use in template..

3. Save

After update information in form we should click save button save this information.

SMS Tamplate

1. Available Variable

Here you can find template variables which you want to use in template..

2. Save

After update information in form we should click save button save this information.

Payment Method Settings

1. Select Gateway

2. Update

After update information in form we should click update button save this information.

2. Activate Gateway

Select gateway which you want to activate. Currently we support Stripe and Paypal gateway.

System Update

1. Browse update file

Update file which you downloaded form Codecanyon select here.

2. Save

After Select file in form we should click save button to update your system.

3. Revoke License

If you want to revoke your license and install in a new domain click here.

N.B: Before Any action on update section take your data backup.

Setup

Tax List

1. Add New Tax

2. Action menu

3. Edit

Add New Tax

1. Save

After fill all the field press save to store your data

Country List

Action menu

Language List

1. Add New Language

2. Action menu

3. Edit

4. Translation

5. Language Status

Add New Language

1. Save

After fill all the field press save to store your data

Translation

1. Select File

2. Save

After Translate press save to store your language

Currency List

1. Add New Language

2. Action menu

Add New Currency

1. Save

After fill all the field press save to store your data

Intro Prefix

1. Action menu

Edit Intro Prefix

1. Update

After fill all the field press update to store your data

Backup

Backup

1. Generate Backup

2. Select Previous backup file

3. Upload previous database

4. Download Backup database

4. Delete Backup database

Activity Log

Activity Log

Login Activity