InvoicePlane

InvoicePlane is an open-source, self-hosted web application designed for managing professional invoices, client records, and payment tracking. It provides a centralized system for business owners to handle billing workflows and maintain financial documentation on their own infrastructure. The application allows users to organize their financial interactions with clients in a private environment.

The software is deployed as a server-side application and can be installed manually on a web server or deployed using Docker containers. It utilizes a PHP and MariaDB stack, offering a web-based interface for administrative tasks and client management. Users can access the system via a browser to generate documents and monitor their business cash flow.

Key features

• Creation and management of professional invoices and quotes
• Detailed client records including contact information and transaction history
• Payment monitoring with reminder settings and gateway integration
• Customization of templates, themes, and brand settings
• Financial performance reporting
• Support for custom PDF and public invoice and quote templates
• Secure session handling with configurable storage paths

Built with the CodeIgniter framework, the application includes a template system that uses a static allowlist to prevent unauthorized filesystem scanning. This security mechanism ensures that only explicitly listed custom templates are loaded. It supports environment-based configuration for containerized deployments, allowing administrators to define database credentials, encryption keys, and session expiration via environment variables. For traditional web server installations, the software provides options to remove index.php from URLs using mod_rewrite and .htaccess configuration.

The system is designed for freelancers and small business owners who require a private environment to manage their billing and client data. It includes specific tools for tax calculation and the ability to set up cryptographically secure password reset tokens with configurable expiry times to maintain account security.

InvoicePlane serves as a self-managed tool for financial administration and client relationship tracking.