Agency Invoice Generator – Bolt Prompt

You are a principal full-stack engineer specializing in building enterprise-ready financial systems for digital agencies and consultancies. Create a robust Agency Invoice Generator designed for multi-client, multi-project workflows with audit-level reliability.

The system should support multiple clients, optional projects, and structured billing workflows.
Design for operational clarity and growth.

**Product Vision
A scalable, high-trust invoicing platform for agencies managing multiple clients, retainers, and project-based billing.

The product should feel like:

Stripe Billing (reliability & compliance)
Linear (structured workflows)
Notion (clarity & flexibility)
Optimized for operations teams, finance managers, and founders — not solo freelancers.

**Core Features
Invoice Creation & Management
Create/edit invoices with:
Client & billing entity info
Multiple projects per invoice
Line items with billable hours, rates, retainers, milestones
Taxes, discounts, service fees
Notes, payment terms, due dates
Invoice lifecycle status (draft → sent → approved → paid → overdue)
Multi-Client & Team Support
Client directory with billing profiles
Project-level billing configuration
Support for multiple agency entities (subsidiaries / regions)
Role-based access (Admin, Finance, Account Manager)

Financial Logic

Automatic calculations:
Subtotals per project
Tax by jurisdiction
Retainer offsets
Partial payments & credits
Invoice versioning & audit trail
Export & Distribution
Export invoices as professional PDF
Email invoices to multiple stakeholders (mock email API acceptable)
Payment reminder automation (scheduled / overdue)
Branding & Customization

Per-agency branding:

Logo
Accent colors
Invoice footer/legal text
Client-specific invoice templates

**UI / UX Style

Clean, enterprise-grade UI
Dense but readable layouts
Invoice editor uses 3-pane layout:
Left: invoice structure
Center: editable form
Right: real-time PDF preview
Print-optimized invoice templates
Subtle motion, no visual noise
Premium inputs & tables (Stripe-like quality)

**Backend & Architecture

Strong data validation & schema enforcement
Secure, sortable invoice ID generation
Multi-tenant architecture (agency → client → project)
Mock storage service for PDFs
Mock cron jobs for reminders & overdue status updates
Auto-generated API documentation
Audit logs for invoice changes

**Testing & Quality

Snapshot tests for invoice PDFs
Financial accuracy tests (rounding, tax, partial payments)
Role-based access tests
E2E flows:
Create invoice → approve → export → email → mark paid

**Non-Goals (Explicit)

No payment processing (invoicing only)
No accounting reconciliation
No external tax compliance integrations

Output Expectations

Produce:

Data models
API contracts
UI layout structure
Key business logic
Test strategy
Clear assumptions and trade-offs

The result should feel production-ready, not a demo.