InvoiceShelf
InvoiceShelf is a self-hosted web application for creating invoices and estimates, tracking payments, and managing expenses. It supports branded documents, custom fields, tax rules, multiple currencies, and PDF templates. You can set invoices to recur for retainers, subscriptions, or repeat customers, then review sales, tax, overdue-balance, and profit reports. A private customer portal lets customers see invoices, estimates, and payments without a separate account. The app records partial and full payments, and its homepage lists Stripe checkout for card payments. It also offers expense tracking, payment reminders, and interface-based backups, with full, database-only, and files-only options. Storage drivers include Dropbox, Amazon S3, and DigitalOcean Spaces. Its REST API and module system support extensions; webhooks are marked as coming soon. InvoiceShelf is open source under AGPL-3.0 and self-hosted. The free plan is 0.00 USD per free and includes unlimited invoices and customers. Hosting requires PHP 8.3 or 8.4, a supported web server, and a supported database.
Who it is for
InvoiceShelf suits individuals and small businesses, including agencies and consultancies, that want self-hosted invoicing with expense tracking and recurring invoices. It may also fit teams that need customer portals, reports, and data backups.
What is good
- Free forever, open source under AGPL-3.0
- Unlimited invoices and customers
- Recurring invoices and payment reminders
- Customers can view documents in a private portal
- Backups can include files, database, or both
What to know first
- Requires self-hosting and server setup
- Requires PHP 8.3 or 8.4
- Webhooks are marked as coming soon
Verdict
InvoiceShelf combines invoicing, expense tracking, payment records, customer access, and reports in a free self-hosted package. Its hosting requirements and setup are worth considering before choosing it.
InvoiceShelf plans and pricing
All plansCompared on invoicing software
- Free plan
- Yes
- Invoice tracking
- Yes
- Overdue balance reports
- Yes
- Payment reminders
- Yes
- Customer payment portal
- Yes
- Recurring invoices
- Yes
- Payment methods
- card
