💼 PrimeCapital – GST Invoice & Business Management System

PrimeCapital is a modern GST Invoice & Business Management System built using the MERN Stack. The platform helps small and medium-sized businesses automate GST billing, customer management, payment tracking, business analytics, invoice generation, and financial reporting through a secure and user-friendly interface.

---

📖 Overview

Managing invoices, taxes, payments, and customer records manually can be time-consuming and error-prone.

PrimeCapital provides an all-in-one business management solution that enables users to:

• Generate GST-compliant invoices
• Automatically calculate CGST & SGST
• Manage customers and payment records
• Track pending and completed payments
• Generate downloadable PDF invoices
• Share invoices through WhatsApp and Email
• Monitor business performance through dashboards
• Export reports in CSV and PDF formats
• Manage company information and billing preferences

---

✨ Features

🔐 Authentication & Security

• JWT Authentication
• Password Encryption using Bcrypt
• Email Verification
• Protected Routes
• Rate Limiting
• Secure API Access

---

📄 Invoice Management

• GST Invoice Creation
• Automatic Invoice Numbering
• CGST & SGST Calculation
• Invoice Editing
• Invoice Deletion
• Live Invoice Preview
• PDF Generation
• Invoice Status Management

---

👥 Customer Management

• Add Customers
• Update Customer Information
• GST Number Management
• Customer History Tracking
• Outstanding Balance Tracking
• Customer Database Management

---

💰 Payment Management

• Payment Recording
• Pending Payment Tracking
• Paid Invoice Management
• Overdue Payment Monitoring
• Payment History Tracking

---

📊 Dashboard & Analytics

• Revenue Overview
• Invoice Statistics
• Pending Payment Analysis
• Business Insights
• Performance Tracking
• Interactive Dashboard

---

📧 Sharing & Communication

• WhatsApp Invoice Sharing
• Email Invoice Sharing
• PDF Invoice Export
• Customer Communication Support

---

⚙️ Settings Management

• Company Information
• GST Configuration
• Bank Details Management
• Invoice Preferences
• Theme Preferences
• Light Mode
• Dark Mode

---

🏗️ System Architecture

Frontend (React)
        │
        ▼
REST API Requests
        │
        ▼
Node.js + Express Backend
        │
        ├── Authentication Module
        ├── Invoice Module
        ├── Customer Module
        ├── Payment Module
        ├── Dashboard Module
        ├── Settings Module
        └── Activity Module
        │
        ▼
MongoDB Database
        │
        ▼
Business Data Storage

---

📂 Project Structure

PrimeCapital/
│
├── frontend/
│   │
│   ├── context/
│   │   └── ThemeContext.jsx
│   │
│   ├── hooks/
│   │   └── useTheme.js
│   │
│   ├── services/
│   │   ├── auth.service.js
│   │   ├── company.service.js
│   │   ├── customers.service.js
│   │   └── settings.service.js
│   │
│   ├── src/
│   │   │
│   │   ├── api/
│   │   │   └── axios.js
│   │   │
│   │   ├── assets/
│   │   │   ├── logo-dark.png
│   │   │   ├── logo-icon-dark.png
│   │   │   ├── logo-icon-light.png
│   │   │   └── logo-light.png
│   │   │
│   │   ├── layout/
│   │   │   ├── MainLayout.jsx
│   │   │   ├── Sidebar.jsx
│   │   │   └── Topbar.jsx
│   │   │
│   │   └── pages/
│   │       ├── dashboard/
│   │       ├── customers/
│   │       └── invoices/
│   │
│   └── public/
│
├── backend/
│   │
│   ├── middleware/
│   │   ├── auth.js
│   │   └── rateLimit.js
│   │
│   ├── models/
│   │   ├── Activity.js
│   │   ├── Company.js
│   │   ├── Counter.js
│   │   ├── Customer.js
│   │   ├── Invoice.js
│   │   ├── Payment.js
│   │   ├── Settings.js
│   │   └── User.js
│   │
│   ├── routes/
│   │   ├── activity.js
│   │   ├── auth.js
│   │   ├── company.js
│   │   ├── customers.js
│   │   ├── invoices.js
│   │   ├── payment.js
│   │   ├── settings.js
│   │   └── testMail.js
│   │
│   ├── utils/
│   │   └── mailer.js
│   │
│   ├── public/
│   ├── server.js
│   └── .env
│
└── README.md

---

⚙️ Tech Stack

Frontend

---

Backend

---

Database

---

Additional Services

---

🔐 Security Features

---

🚀 Installation

Clone Repository

git clone https://github.com/harshitt018/PrimeCapital.git

Frontend Setup

cd frontend
npm install
npm run dev

Backend Setup

cd backend
npm install
npm start

Environment Variables

Create a .env file inside backend:

MONGO_URI=your_mongodb_connection_string

JWT_SECRET=your_secret_key

EMAIL_USER=your_email

EMAIL_PASS=your_password

---

🔮 Future Enhancements

• Multi-User Support
• Admin Dashboard
• Inventory Management
• GST Return Assistance
• AI-Based Financial Insights
• Cloud Backup
• Mobile Application
• Multi-Business Support
• Advanced Analytics
• Role-Based Access Control

---

👨‍💻 Author

Harshit Jaiswal

B.Sc. Information Technology Graduate

Full Stack Development • Data Science • Artificial Intelligence

Mumbai, India

---

🙏 Acknowledgement

Special thanks to Mr. Sumitkumar Tripathi for continuous guidance, support, and mentorship throughout the development of this project.

---

⭐ Support

If you found this project useful, consider giving it a ⭐ on GitHub.

It helps others discover the project and motivates future improvements.