SaaS Platform Development using ERPNext - Transforming ERPNext into a Panama-Ready SaaS Solution
Custom ERPNext SaaS Product Development for E-Invoicing, Banking, and Subscription Billing.
Subtle Glimpses of the Project.
Our client aimed to build a custom SaaS product development to manage e-invoicing, banking transactions, and subscription billing for businesses. The objective was to allow users to sign up through a self-service portal by entering their preferred site URL, email, and basic business details. Upon registration, a new ERPNext site is automatically created on Frappe Cloud, with a free 60-day trial. After the trial ends, users are required to add their credit card information for continued access. The subscription is auto-renewed monthly, provided a valid card is saved. The system also manages domain mapping dynamically via AWS Route 53, assigning a subdomain like sitename.nextpty.com.
Automated emails are triggered at key events, such as new site creation, trial expiration, renewal reminders
Client Location
Republic of Panama
Industry
Software
Tech-Stack
ERPNext Version: 15.72.3
Web Server: Frappe Cloud
Project Methodology:
Agile Scrum Methodology
Challenges
Automating the dynamic provisioning of ERPNext sites with default configurations and domain assignment.
Enforcing strict usage restrictions (e.g., file size limits, backup restrictions) per tenant without allowing users to modify them.
Seamlessly integrating third-party services like e-invoicing (Digifact), banking APIs (Wompi), and scheduled subscription billing (Croem).
Implementing a robust SaaS billing logic that includes trials, automated billing, deactivation/reactivation of sites, and real-time payment status monitoring.
Our Solutions for the Client
SaaS Management App
Created a custom app to manage tenant restrictions per site (module access, file upload limits, backup/download restrictions).
Automated the creation of new ERPNext sites on Frappe Cloud with a custom domain via AWS Route 53.
Implemented email notifications for key lifecycle events: new sign-up, trial expiration, renewal success/failure.
E-Invoice Integration
Integrated ERPNext with the Digifact provider to automate e-invoice submission to the government portal.
Custom logic to validate invoice data, handle errors, and show real-time e-invoicing status in the ERP.
Payment Gateway Integration
Integrated Wompi, a Colombian payment gateway, to create payment links directly from ERPNext.
Customers receive secure payment links generated from the ERP.
Simplifies online collections and reduces manual work.
Banking Integration
Sync bank transactions automatically into ERPNext.
Post Payment Entries from ERPNext directly to Banco General.
Save time, reduce errors, and keep your accounts always up to date.
Subscription Billing Integration
Integrated with Croem to manage credit card-based billing and auto-renewals.
Implemented logic to automatically deactivate expired accounts and reactivate upon successful payment.
Background jobs and webhooks to verify active subscriptions and manage the billing cycle.
To achieve this transformation, our product development expertise played a vital role in architecting a scalable SaaS model, integrating complex third-party services, and ensuring compliance with local regulations. By applying a structured engineering approach, we delivered a robust solution that not only solved immediate business challenges but also established a foundation for future growth. Learn more about our approach on our Product development page.
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Impacts
Enabled a completely self-service SaaS ERP onboarding experience, reducing manual intervention to zero.
Improved financial compliance with automated e-invoicing and direct bank integration.
Reduced churn and improved retention with auto-renewals and real-time billing handling.
Increased security and control with a locked-down ERP environment tailored to the SaaS model.
Scalable solution architecture capable of onboarding hundreds of businesses with ease.
