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InvoicePlane

A self-hosted, open-source solution for managing quotes, invoices, clients, and payments for freelancers and small businesses.

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Overview

InvoicePlane is a robust, self-hosted open-source application designed to manage the entire billing lifecycle for freelancers and small to medium-sized businesses. It allows users to create and send professional quotes, convert them into invoices, track payments, and manage client information all within one system. The platform emphasizes user control and customization, offering various themes and template modification options to align with brand identity.

Beyond basic invoicing, InvoicePlane integrates with popular online payment gateways like PayPal and Stripe, facilitating easier payment collection from clients. It also supports the creation of eInvoices, adhering to European Union standards, which is a significant advantage for businesses operating in that region. While it provides CRM-like features for client management and basic project/task tracking, its core strength lies in its comprehensive, customizable, and free billing capabilities, supported by an active community rather than commercial support.

Best For

Freelancers needing a free tool to manage their invoicing and client billing.
Small businesses looking for a self-hosted solution to control their financial data.
Consultants who require a system for generating quotes and tracking payments.
Developers or agencies wanting to customize their invoicing system.
Businesses operating in the EU that require eInvoice compliance.

Key Features

Quote management
Invoice generation and tracking
Payment tracking
Client management (CRM-like)
Customizable themes and templates
Online payment integrations (PayPal, Stripe)
Multilanguage interface
eInvoice creation (EU compliant)
Basic project and task management

Pros & Cons

Pros

  • Completely free and open-source, offering full control over data.
  • Self-hosted, eliminating recurring SaaS subscription costs.
  • Comprehensive billing cycle management from quotes to payments.
  • Supports eInvoicing, including EU standards, which is crucial for many businesses.
  • Integrates with popular online payment gateways like PayPal and Stripe.
  • Active community support through forums and Discord.
  • Highly customizable with themes, email, and PDF templates.

Cons

  • Requires self-hosting, which demands technical knowledge for setup and maintenance.
  • No official 24/7 support or SLA; support is community-driven and best-effort.
  • Development is hobby-based, meaning feature updates and bug fixes might be slower.
  • Lacks advanced accounting features found in commercial alternatives.
  • Basic CRM and project management might not suffice for complex needs.
  • Scalability for very large businesses might be a concern without dedicated development.

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