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The premier open-source, self-hosted platform for professional quote and invoice management.

InvoicePlane is a robust, self-hosted open-source application designed for managing quotes, invoices, clients, and payments. Built on the CodeIgniter PHP framework, its architecture is optimized for data sovereignty, making it a preferred choice for privacy-conscious freelancers and small-to-medium enterprises in 2026. Unlike SaaS-based competitors, InvoicePlane allows users to maintain full control over their financial data by hosting the application on their own servers. The system features a modular design that supports high-level customization via CSS/HTML templates and a flexible API. Its technical 2026 market position is defined by its stability and the community-driven development of its v1.6+ and v2.x branches, which focus on modernizing the UI and enhancing security protocols. It effectively bridges the gap between simple spreadsheets and complex enterprise ERP systems, offering a streamlined workflow for converting quotes into invoices and tracking receivables through integrated payment gateways like Stripe and PayPal via the Omnipay library.
InvoicePlane is a robust, self-hosted open-source application designed for managing quotes, invoices, clients, and payments.
Explore all tools that specialize in process online payments. This domain focus ensures InvoicePlane delivers optimized results for this specific requirement.
Explore all tools that specialize in client lifecycle management. This domain focus ensures InvoicePlane delivers optimized results for this specific requirement.
Utilizes the Omnipay PHP library to support 25+ payment gateways including Stripe, PayPal, and Authorize.net.
Uses a PHP/HTML-based templating system that allows for granular control over PDF generation via mPDF.
Logic-based recurring billing system that triggers via server-side cron jobs to generate and email invoices.
Distinct module for draft proposals that includes a one-click 'Approve and Convert' workflow to Invoice status.
A dedicated, authenticated front-end for customers to view, download, and pay invoices online.
Direct database access and built-in export tools for SQL and CSV formats.
Configurable tax levels (item-level vs. invoice-level) with support for compound tax calculations.
Provision a LAMP/LEMP stack (PHP 8.1+, MySQL 5.7+).
Download the latest stable release from the official InvoicePlane website or GitHub repository.
Create a dedicated MySQL database and user with appropriate permissions.
Upload files to the server webroot and configure directory permissions for /uploads and /application/config.
Access the setup wizard via /index.php/setup in your browser.
Input database credentials and administrator account details.
Configure System Settings including Base URL and Currency formats.
Set up SMTP settings for reliable email delivery of invoices.
Configure Cron Jobs for recurring invoices and automated reminders.
Import existing client data via CSV or manual entry to begin billing.
All Set
Ready to go
Verified feedback from other users.
"Users praise its simplicity and the freedom of self-hosting, though some note the UI feels a bit dated compared to modern SaaS."
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