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InvoicePlane: A Powerful Open-Source Invoicing Solution for Self-Hosting

InvoicePlane/InvoicePlane - Detailed Review#

1. Overview & GitHub Stats#

2. Project Description#

InvoicePlane is a self-hosted, open-source invoicing application designed to help freelancers, small businesses, and organizations manage clients, invoices, and payments efficiently. Built with PHP and MySQL, it provides a clean, user-friendly interface for generating professional invoices, tracking payments, and managing client data—all without relying on third-party services.

3. What Software Does It Replace?#

InvoicePlane serves as a free and open-source alternative to commercial invoicing solutions such as:

  • QuickBooks Online
  • FreshBooks
  • Zoho Invoice
  • Wave Apps
  • Xero

4. Core Functionality#

Key features of InvoicePlane include:

  • Invoice Management: Create, send, and track invoices with customizable templates.
  • Client Management: Store client details, payment terms, and transaction history.
  • Payment Tracking: Record and reconcile payments with support for multiple payment methods.
  • Recurring Invoices: Automate billing cycles for subscriptions or regular clients.
  • Tax & Reporting: Calculate taxes and generate financial reports.
  • Multi-Language Support: Available in multiple languages for global use.
  • PDF Export: Download invoices as PDFs for offline use.

5. Pros and Cons#

Pros:#

Self-Hosted & Private: Full control over your invoicing data.
No Subscription Fees: Unlike SaaS alternatives, InvoicePlane is free to use.
Customizable: Modify templates and workflows to fit your business needs.
Offline Access: Works without an internet connection once installed.

Cons:#

Requires Technical Setup: Needs a web server (Apache/Nginx), PHP, and MySQL.
Limited Mobile Support: No dedicated mobile app (web interface only).
No Built-in Payment Processing: Requires manual integration with gateways like PayPal or Stripe.

6. Detailed Installation Guide (Self-host on Ubuntu)#

Prerequisites:#

  • Ubuntu 22.04 LTS (or later)
  • LAMP Stack (Apache, MySQL, PHP)
  • Composer (PHP dependency manager)

Step-by-Step Setup:#

  1. Install LAMP Stack

    Terminal window
    sudo apt update && sudo apt install apache2 mysql-server php libapache2-mod-php php-mysql php-curl php-gd php-mbstring php-xml php-zip
  2. Configure MySQL

    Terminal window
    sudo mysql_secure_installation
    sudo mysql -u root -p

    Inside MySQL, create a database and user for InvoicePlane:

    CREATE DATABASE invoiceplane;
    CREATE USER 'ip_user'@'localhost' IDENTIFIED BY 'your_password';
    GRANT ALL PRIVILEGES ON invoiceplane.* TO 'ip_user'@'localhost';
    FLUSH PRIVILEGES;
  3. Install InvoicePlane

    Terminal window
    cd /var/www/html
    sudo git clone https://github.com/InvoicePlane/InvoicePlane.git
    cd InvoicePlane
    sudo composer install --no-dev
  4. Set Permissions

    Terminal window
    sudo chown -R www-data:www-data /var/www/html/InvoicePlane
    sudo chmod -R 755 /var/www/html/InvoicePlane
  5. Configure Apache
    Create a virtual host:

    Terminal window
    sudo nano /etc/apache2/sites-available/invoiceplane.conf

    Paste the following (adjust ServerName as needed):

    <VirtualHost *:80>
    ServerName invoicing.yourdomain.com
    DocumentRoot /var/www/html/InvoicePlane
    <Directory /var/www/html/InvoicePlane>
    Options Indexes FollowSymLinks
    AllowOverride All
    Require all granted
    </Directory>
    </VirtualHost>

    Enable the site and restart Apache:

    Terminal window
    sudo a2ensite invoiceplane.conf
    sudo systemctl restart apache2
  6. Run the Installer
    Visit http://your-server-ip in a browser and follow the setup wizard to configure InvoicePlane.

Post-Installation:#

  • Secure your installation with HTTPS (use Let’s Encrypt).
  • Set up automated backups for the MySQL database.

Enjoy your self-hosted invoicing system! 🚀

InvoicePlane: A Powerful Open-Source Invoicing Solution for Self-Hosting
https://minixium.com/posts/open-source-crm-invoiceplane-invoiceplane/
Author
Minixium
Published at
2025-08-16
License
CC BY-NC-SA 4.0