sales

InvoicePlane: Simplify Invoicing

Name: InvoicePlane: Simplify Invoicing
Author: InvoicePlane

Get organized invoicing for your startup with InvoicePlane, used by founders like you, backed by 3.1k+ GitHub stars

beginner⏱ 30 minutes💵 Free

3,086 stars865 forksPHPQuality 8/10Updated 7/21/2026100% free · open source

What it is

Manages your invoices, clients, and payments, all in one self-hosted application.

What you can make with it

Automations like: when a new client pays, automatically generate an invoice and send it to them.

How it helps

It helps you keep track of everything in one place, making it easier to manage your sales and finances.

Real use case example

"A founder of a small design agency uses InvoicePlane to manage all their clients, create invoices, and track payments. They can easily import existing clients, configure payment options, and export invoices to their accountant's spreadsheet. With this tool, they can stay organized and focus on designing."

If you're new

This is a great starting point for beginners who want to learn about sales and finance management.

If you're senior

A senior engineer or founder who already knows the basics of sales and finance management might use this to extend their existing infrastructure.

Common confusion cleared up

Don't confuse InvoicePlane with an invoicing service like Stripe or PayPal; it's a free, self-hosted application for managing your entire sales process.

Best inside these AI tools

Self-hostedAny AI Client

Pairs with

Stripe webhookNotion databaseClaude APIGemini

Why we list it on WorkflowStacks: This is a free and open-source option that lets you manage your invoices and clients without a monthly fee.

What it does

InvoicePlane is a self-hosted open source application for managing invoices, clients, and payments, helping founders organize their sales operations

Install / run

Download the latest release from the GitHub repository and follow the installation instructions in the README file, starting with uploading the files to your web server

When to use it

•You need to generate professional invoices with customizable templates
•You want to track client payments and outstanding balances in one place
•You require a scalable invoicing system that can grow with your startup

Quick start

1Create a new database and update the `ipconfig.php` file with your database credentials
2Run the setup script by accessing `http://yourdomain.com/setup` in your web browser
3Configure the general settings, such as company information and currency, in the `Settings` section
4Create a new client by clicking on `Clients` and then `Create Client`
5Generate a new invoice by clicking on `Invoices` and then `Create Invoice`

Ready-to-paste prompt

To generate an invoice for a client, go to `Invoices` > `Create Invoice`, select the client, add the invoice items, and click `Save Invoice`

Heads up: Make sure your web server meets the system requirements, including PHP 7.3 or higher and MySQL 5.6 or higher, to avoid compatibility issues during installation

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