InvoiceShelf

Built by InvoiceShelf

Send polished invoices, track payments and expenses, and keep your business data yours.

Finance

About

What it does

InvoiceShelf runs your invoicing from one place. Create invoices and estimates, export them as polished PDFs, and record payments as they arrive, so you always know what each customer still owes.

Beyond invoices, it tracks expenses and taxes, produces business reports, and schedules recurring invoices for repeat work. Customers get their own portal to view invoices, estimates and payment history, and you can manage several companies and invite teammates with scoped roles.

Highlights

Invoices and estimates with PDF export
Payment tracking and customer balances
Expenses, taxes and business reports
Recurring invoices
Customer portal
Multiple companies and team roles

Who it's for

Freelancers and small businesses who want a focused invoicing tool without giving up control of their data.

Readme

from the project's repository

Show the full readme from GitHub

[!WARNING] The default 3.x branch is an alpha preview. It is ready for testing and feedback, but not for production data. Use the supported 2.x release for a production installation.

Run your invoicing from one place

InvoiceShelf is a self-hosted web application for creating invoices, tracking payments and expenses, and keeping customer accounts organised. It is built for freelancers and small businesses that want a focused workflow without giving up control of their data.

Want to look around before installing? The public demo includes sample data and resets automatically.

Create invoices and estimates, then export polished PDFs.
Record payments and see what each customer still owes.
Track expenses, taxes, and business reports.
Schedule recurring invoices for repeat work.
Give customers a portal for invoices, estimates, and payment history.
Manage multiple companies and invite team members with scoped roles.

Optional official modules can add specialised features without making the core application heavier.

Install InvoiceShelf

Production: InvoiceShelf 2.x

Install the current stable release from the self-hosted download page, or run the official Docker image with the :latest tag. Follow the installation guide for the complete setup and upgrade instructions.

Preview: InvoiceShelf 3.x

Use the preview only with disposable or backed-up data:

Download the latest 3.x preview from the self-hosted download page.
For Docker, use invoiceshelf/invoiceshelf:next instead of :latest in the official Compose setup.

A minimal SQLite Docker setup looks like this:

git clone https://github.com/InvoiceShelf/docker.git invoiceshelf
cd invoiceshelf
cp docker-compose.sqlite.yml docker-compose.yml
# For the 3.x preview, change the image tag in docker-compose.yml to :next.
docker compose up -d

Open http://localhost:8090 and finish the setup wizard. Read the Docker guide before using InvoiceShelf on a public server.

For a traditional web-server installation, see the manual installation guide. InvoiceShelf 3.x requires PHP 8.4 and supports MySQL/MariaDB, PostgreSQL, and SQLite. Docker includes the required application runtime.

Learn and get help

Contribute

Code contributions are welcome. Start with the contribution guide and use the development environment in docker/development.

You can also help translate InvoiceShelf on Crowdin.

License

InvoiceShelf is released under the GNU Affero General Public License v3.0.