InvoiceShelf
- Android app
- Not listed
- Free plan
- Yes
- Runs on
- api, self-hosted, Web
Summary
InvoiceShelf is an open-source, self-hosted web application for making invoices and estimates, tracking payments, and managing expenses. It supports branded documents, custom fields, tax rules, multiple currencies, and PDF templates. Recurring invoices can be generated for retainers, subscriptions, and repeat customers. Users can review reports covering sales, taxes, overdue balances, and profit, while customers can view invoices, estimates, and payments in a private portal without separate account setup. The app records partial and full payments, and its homepage lists Stripe checkout for online card payments. It also offers an API and module system; webhooks are marked as coming soon. InvoiceShelf lists integrations for remote file storage such as Dropbox, Amazon S3, and DigitalOcean Spaces. Users can back up files and the database from the interface, choosing a full, database-only, or files-only backup. Hosting requires PHP 8.3 or 8.4, a supported web server, and one of the listed databases. The free plan is 0.00 USD per free and includes unlimited invoices and customers.
Who it is for
InvoiceShelf is aimed at individuals and small businesses, with features for small businesses, agencies, and consultancies. It suits users able to manage a self-hosted web application and its listed server and database requirements.
What is good
- Open-source and self-hosted with a free plan.
- Supports recurring invoices and payment tracking.
- Customers can view documents in a private portal.
- Includes reports for sales, taxes, overdue balances, and profit.
- Interface supports full or selective backups.
What to know first
- Requires PHP 8.3 or 8.4.
- Requires a supported web server and database.
- Webhooks are marked as coming soon.
- No free trial is listed.
Verdict
InvoiceShelf combines invoicing, estimates, payment tracking, expenses, and reporting in a self-hosted application. Its listed server requirements make hosting setup an important consideration.
InvoiceShelf plans and pricing
All plansCompared on invoicing software
- Free plan
- Yesinvoiceshelf.com
- Invoice tracking
- Yesinvoiceshelf.com
- Overdue balance reports
- Yesinvoiceshelf.com
- Payment reminders
- Yesinvoiceshelf.com
- Customer payment portal
- Yesinvoiceshelf.com
- Recurring invoices
- Yesinvoiceshelf.com
- Payment methods
- cardinvoiceshelf.com
Facts
- What it does
- InvoiceShelf is an open-source, self-hosted web application for creating invoices and estimates, tracking payments, and managing expenses.docs.invoiceshelf.com · 30 Sept 2026
- Invoicing
- It supports branded invoices and estimates, custom fields, tax rules, multi-currency, and PDF templates.invoiceshelf.com · 30 Sept 2026
- Recurring billing
- It can generate recurring invoices for retainers, subscriptions, and repeat customers.invoiceshelf.com · 30 Sept 2026
- Expenses and reports
- Users can track expenses and access reports for sales, taxes, overdue balances, and profit.invoiceshelf.com · 30 Sept 2026
- Customer portal
- Customers can use a private portal to view invoices, estimates, and payments without separate account setup.invoiceshelf.com · 30 Sept 2026
- Payments
- The product supports recording partial and full payments, and the homepage lists Stripe checkout for online card payments.invoiceshelf.com · 30 Sept 2026
- Storage integrations
- Remote file storage drivers listed in the documentation include Dropbox, Amazon S3, and DigitalOcean Spaces.docs.invoiceshelf.com · 30 Sept 2026
- API and extensibility
- InvoiceShelf advertises a full REST API using Sanctum tokens and a module system; webhooks are marked as coming soon.invoiceshelf.com · 30 Sept 2026
- AI assistant connections
- InvoiceShelf 3 documentation describes MCP connections for Claude, ChatGPT, Claude Code, and Cursor, with read-only or read-and-write access.docs.invoiceshelf.com · 30 Sept 2026
- AI availability
- The MCP server is available in InvoiceShelf 3.0.0-alpha.5 and remains off until a super admin enables it.docs.invoiceshelf.com · 30 Sept 2026
- Security
- The InvoiceShelf 2.4.6 release notes say it fixed two security issues involving file disk selection and saved storage credentials.invoiceshelf.com · 30 Sept 2026
- Backups
- Users can back up files and the database from the UI, choosing a full, database-only, or files-only backup.docs.invoiceshelf.com · 30 Sept 2026
- Requirements
- The download page lists PHP 8.3 or 8.4, Nginx or Apache, and MySQL 8+, MariaDB 10.4+, PostgreSQL 13+, or SQLite 3.35+.invoiceshelf.com · 30 Sept 2026
- Support
- The product page lists community support on Discord and links to GitHub Discussions for installation help.invoiceshelf.com · 30 Sept 2026
- Intended users
- The maker describes InvoiceShelf as open-source invoicing for individuals and small businesses, with features aimed at small businesses, agencies, and consultancies.invoiceshelf.com · 30 Sept 2026
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Sources
- docs.invoiceshelf.com· checked 30 Sept 2026
- invoiceshelf.com/features· checked 30 Sept 2026
- invoiceshelf.com· checked 30 Sept 2026
- docs.invoiceshelf.com/guide/file-disk.html· checked 30 Sept 2026
- docs.invoiceshelf.com/guide/ai-assistants.html· checked 30 Sept 2026
- invoiceshelf.com/download· checked 30 Sept 2026
- docs.invoiceshelf.com/guide/backups.html· checked 30 Sept 2026