InvoiceShelf

InvoiceShelf is a self-hosted web application for small businesses and freelancers to create professional invoices and estimates, manage customers and products, and track payments and expenses. It focuses on a clean workflow from quote to invoice, with configurable taxes, discounts, and numbering.

Key Features

• Create and send invoices, estimates/quotes, and payment receipts
• Client (customer) management with billing/shipping details and contact info
• Product/item catalog with pricing, taxes, and discounts
• Payment tracking (record payments, due amounts, and status)
• Expense tracking with categories and vendor association
• Multi-currency support and configurable tax settings
• PDF generation for invoices/estimates with customizable templates/branding
• Reporting and exports (e.g., summary reports and data export options)

Use Cases

• Freelancers issuing quotes and invoices and tracking whether they’re paid
• Small agencies managing recurring client billing and expense bookkeeping
• Small businesses needing branded PDFs and basic finance reporting

Limitations and Considerations

• Not a full accounting system (e.g., advanced ledger/accounting workflows are limited compared to dedicated accounting suites)

InvoiceShelf is best suited for lightweight billing operations where you need a straightforward quote-to-invoice flow, expense tracking, and professional PDF documents. It provides core invoicing functionality without the complexity of full general-ledger accounting products.