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InvoicePlane

Self-hosted invoicing platform for managing clients and payments

InvoicePlane is a self-hosted web application for creating invoices, tracking payments, and managing client relationships with customizable templates and financial reporting.

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Overview

Streamline Your Billing Workflow

InvoicePlane is a self-hosted invoicing solution designed for freelancers, small businesses, and agencies who need complete control over their financial data. Built with PHP and CodeIgniter, it provides a comprehensive platform for managing the entire billing lifecycle—from quote creation to payment tracking—without recurring subscription fees.

Core Capabilities

Create and send professional invoices and quotes with customizable templates that reflect your brand identity. Maintain detailed client records with full transaction histories, monitor payment status, and set up automated reminders. The platform integrates with multiple payment gateways and generates insightful financial reports to help you track business performance.

Deployment & Customization

Deploy InvoicePlane on your own web server or hosting environment with straightforward installation. Configure base URLs, customize themes and templates, and optionally enable clean URLs through mod_rewrite. The application gives you full ownership of your data while offering the flexibility to tailor every aspect of the interface to your business needs. Community support is available through forums, Discord, and comprehensive wiki documentation maintained by a dedicated volunteer team.

Highlights

Complete invoice and quote lifecycle management with professional templates
Client relationship tracking with contact details and transaction history
Multi-gateway payment integration with automated reminder system
Customizable branding, themes, and financial reporting tools

Pros

  • Self-hosted architecture ensures complete data ownership and privacy
  • No recurring subscription costs or per-user licensing fees
  • Customizable templates and themes for brand consistency
  • Active community support through forums, Discord, and wiki resources

Considerations

  • Requires web server infrastructure and technical setup knowledge
  • Community-driven support operates on best-effort basis
  • Built on CodeIgniter framework which may limit modern integrations
  • Self-hosting requires ongoing maintenance and security updates

Managed products teams compare with

When teams consider InvoicePlane, these hosted platforms usually appear on the same shortlist.

Conta logo

Conta

Free online invoicing software.

FreshBooks logo

FreshBooks

Easy small-business accounting and invoicing.

Invoice Ninja logo

Invoice Ninja

Free invoicing and payments for freelancers and small businesses.

Looking for a hosted option? These are the services engineering teams benchmark against before choosing open source.

Fit guide

Great for

  • Freelancers and consultants needing simple invoice management
  • Small businesses wanting data ownership without subscription fees
  • Agencies requiring customizable client billing workflows
  • Organizations with existing web hosting infrastructure

Not ideal when

  • Enterprises requiring guaranteed SLA-backed support
  • Teams without technical resources for server management
  • Businesses needing advanced ERP or accounting integrations
  • Users preferring cloud-hosted solutions with automatic updates

How teams use it

Freelance Consulting Billing

Independent consultants create branded invoices, track client payments, and generate financial reports without monthly software fees.

Small Agency Client Management

Design agencies manage multiple client accounts, send quotes, convert to invoices, and monitor payment status from a centralized dashboard.

Service Business Payment Tracking

Local service providers automate payment reminders, integrate payment gateways, and maintain complete transaction histories for tax reporting.

Privacy-Focused Financial Management

Organizations with strict data sovereignty requirements host billing infrastructure internally while maintaining full control over sensitive financial information.

Tech snapshot

PHP92%
SCSS6%
JavaScript2%
Dockerfile1%
CSS1%
HTML1%

Tags

codeigniteropen-sourceinvoiceplaneinvoicesphpinvoicingbillingcrm

Frequently asked questions

What are the server requirements for InvoicePlane?

InvoicePlane requires a web server with PHP support. Detailed prerequisites and configuration steps are available in the INSTALLATION.md documentation included with the download.

Can I customize invoice templates to match my brand?

Yes, InvoicePlane offers customizable templates, themes, and settings that allow you to tailor the appearance of invoices and quotes to match your brand identity.

Which payment gateways does InvoicePlane support?

InvoicePlane integrates with multiple payment gateways for payment tracking. Specific gateway options and integration details are available in the community wiki and documentation.

Is technical support available for installation issues?

Support is community-driven and provided on a best-effort basis through forums, Discord chat, and the GitHub issue tracker. The wiki contains detailed setup guides and troubleshooting resources.

How do I report security vulnerabilities?

Email security concerns to mail@invoiceplane.com before public disclosure. The development team addresses all security vulnerabilities promptly and confidentially.

Project at a glance

Active
Stars
2,923
Watchers
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Forks
852
Repo age11 years old
Last commityesterday
Self-hostingSupported
Primary languagePHP

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