InvoicePlane

InvoicePlane is a web-based invoicing application for freelancers and small businesses. It helps you manage clients, create quotes and invoices, track payments, and generate PDF documents from customizable templates.

Key Features

• Create and manage quotes and invoices with status workflows
• Convert quotes to invoices and email documents to clients
• Recurring invoices for repeating billing cycles
• Client management with contact details and client-specific settings
• Payment tracking and configurable payment methods
• PDF generation for invoices/quotes using built-in templates
• Tax rates, discounts, and multi-currency support
• Reporting and dashboards for invoice/payment overview
• Customizable templates and theming; translations for multiple languages

Use Cases

• Freelancers issuing quotes and invoices and tracking paid/unpaid status
• Small businesses handling recurring retainers or subscription-like billing
• Organizations needing on-prem invoicing with customizable PDF templates

Limitations and Considerations

• Project activity has historically been slower compared to newer invoicing platforms; verify maintenance status and PHP version support before deploying.

InvoicePlane provides the core tools needed to run a lightweight billing workflow—quotes to invoices, recurring billing, payment tracking, and PDF/email delivery—without requiring a full accounting suite. It is best suited to simple invoicing needs where customization and local control are priorities.