Draft
Build the doc from line items — quantity, unit price, per-line tax, discount. Totals are computed server-side.
- Line-item editor
- Per-line tax rates
- Item & flat discounts
- Save as template
Quotes, one-off invoices, and recurring subscriptions on the same line-item engine. Send a tokenised link, accept payment online with Stripe, auto-flip the status on paid. No per-document fees, no SaaS portal for your customers.
No spreadsheets, no separate billing tool, no monthly fee per invoice sent.
Build the doc from line items — quantity, unit price, per-line tax, discount. Totals are computed server-side.
Email it to the customer's primary contact in one click — they get a branded HTML email and a tokenised public URL.
Customer pays online via Stripe (built-in) or any gateway via webhook. The invoice flips to paid automatically.
Recurring schedules materialise invoices on cadence — daily, weekly, monthly, yearly. Run-of-mill subscription billing without a SaaS subscription.
One unified line-item model powers customer-facing estimates (quotes), one-off invoices, and recurring subscriptions. Convert an estimate to an invoice in one transaction.
Per-line tax rates for mixed jurisdictions. Discounts as % or flat. Subtotal, tax, discount, and grand total recomputed on every save — never trust client-side math.
Every estimate and invoice gets a tokenised public URL. Customers view, accept (estimates), or pay (invoices) — no login required.
Stripe wired in by default. Other gateways plug in via webhooks — record the payment, flip the status. Partial payments tracked separately.
A Celery beat task generates due invoices every hour. Customers don't need to live in a SaaS portal — just receive invoices on cadence and pay.
AR aging, paid-vs-overdue, MRR/ARR if you use recurring, top customers by revenue. All slices ship out of the box.
Built next to your CRM data — accounts, contacts, deals — so an invoice always knows who, what, and why.
Yes — invoice PDFs render from an HTML template you can edit per org (logo, colors, headings, footer terms). The default template covers standard B2B layouts; advanced layouts can swap in a fully custom template.
Any ISO-4217 currency code, with per-document currency. Tax is per-line, supporting compound rates (e.g. provincial + federal). Each org sets its default currency and tax behaviour; documents can override.
A Celery beat task scans active schedules every hour and materialises invoices that are due. The generated invoice inherits the template's line items, contact, and custom field values, then optionally sends itself based on the schedule's auto-send flag.
Yes. Every invoice has a tokenised public URL (no login). With Stripe configured, the customer can pay directly from that page. Payment via other gateways (PayPal, Razorpay, custom) is supported via a webhook integration that records the payment server-side.
Free, self-hosted, open source. Stripe wired in, recurring billing included.