SolidInvoice 3.0: New UI, AI Integration, and Everything Else That Shipped
SolidInvoice 3.0 is live. This is the largest release in the project's history: a ground-up UI redesign, AI integration via the Model Context Protocol, Google OAuth login, two-factor authentication, full-text search powered by Meilisearch, custom fields, a completely overhauled tax system, automated payment reminders, and a lot more.
Here is what changed, why it matters, and where to start.
A completely new interface
The biggest thing you will notice immediately is that everything looks different. Every screen in SolidInvoice has been redesigned: the dashboard, invoice and quote list pages, the client view, the payment capture flow, the tax rates page, the settings page, user profiles, email templates, and more. The redesign was not a reskin. The underlying components were rebuilt with a consistent design system, a clearer visual hierarchy, and a focus on reducing the number of clicks to complete common tasks.
The external pages your clients see (the invoice and quote views they receive by email) have also been redesigned. First impressions matter when you are asking someone to pay you, and the new layouts are clean, professional, and readable on any device.
AI-powered invoicing via MCP
SolidInvoice 3.0 ships with a built-in MCP server, meaning you can now control your invoicing directly from Claude, ChatGPT, Cursor, Goose, or any other AI assistant that supports the Model Context Protocol.
From your AI client, you can:
- Create invoices and quotes using plain language ("bill Acme Corp for 10 hours at $150")
- Chase overdue payments without opening a dashboard
- Answer questions about your outstanding receivables in real time
- Chain SolidInvoice with other MCP-connected tools (calendars, time trackers, Slack) in a single workflow
The MCP server uses OAuth 2.1 with dynamic client registration. You authorize it once from your browser, choose read or read-write access, and the AI assistant operates within that scope. You can review and revoke connected clients at any time from your profile.
For the hosted version, the endpoint is https://solidinvoice.app/_mcp and it is enabled by default. Self-hosted users need to run a one-time key generation command, then point their AI client at their instance URL. The MCP setup guide covers both paths in detail.
Security: Google OAuth, 2FA, and email verification
Three long-requested security improvements land together in 3.0.
Google OAuth lets users sign in with their Google account. No more separate password to manage for your invoicing tool. The login flow is fast, familiar, and eliminates the most common reason people get locked out.
Two-Factor Authentication adds a second layer of protection for anyone who wants it. Once enabled, signing in requires a code from an authenticator app in addition to a password. For anyone managing billing data for multiple clients, this is worth turning on immediately.
Email verification closes the loop on account creation. New accounts must verify their email address before accessing the application, which reduces abuse on the hosted version and gives self-hosters a cleaner trust model for new users.
Instant search with Meilisearch
Finding anything across a growing dataset of clients, invoices, and quotes used to mean filtering and scrolling. SolidInvoice 3.0 integrates Meilisearch to provide full-text, typo-tolerant search across your company's data.
The search integration is optional but straightforward to enable. Once configured, results appear as you type, across all major record types at once. If you manage a large number of clients or have years of invoice history, this is a significant quality-of-life improvement.
Custom fields for clients and contacts
Not every business tracks the same information about its clients. SolidInvoice 3.0 introduces custom fields for both clients and contacts, so you can capture whatever data your workflow requires without workarounds.
Custom fields appear in the client and contact forms, are searchable via the data grid, and persist through exports. The implementation is flexible enough to cover common scenarios like tax numbers, account codes, project identifiers, or anything else your process relies on.
Tax system overhaul
The tax system in 3.0 has been rebuilt from the ground up:
Multi-tax support. You can now apply more than one tax rate to a single line item, which matters if you operate in jurisdictions with compound taxes.
Flat Rate tax type. In addition to percentage-based taxes, you can now define flat-rate taxes for situations where the tax amount is a fixed value regardless of the line total.
Invoice-level tax. Taxes can now be applied at the invoice level rather than only at the line-item level, covering tax setups where the rule applies to the whole transaction.
Tax snapshot freeze. Once an invoice is created, the tax rates associated with it are frozen. Future changes to your tax configuration will not retroactively alter historical invoices.
Automated payment reminders
Late payments are a universal problem for freelancers and small businesses. SolidInvoice 3.0 adds a configurable payment reminder system that sends follow-up emails automatically when invoices go past their due date.
You define the schedule (how many days after the due date to send, and how many reminders to send in total), and the system handles the rest asynchronously in the background. The reminder emails use your existing email templates, so the tone stays consistent with your other client communication.
There is also a new scheduled task that marks invoices as overdue and triggers notifications, replacing the previous manual process.
Faster client creation inline
Previously, if you started creating an invoice for a new client, you had to navigate away, create the client, then come back and start again. In 3.0 you can create a new client directly from the invoice or quote creation form. The client is saved, the form repopulates with their details, and you continue without leaving the page.
It is a small change that eliminates a surprisingly common interruption.
Export everything
SolidInvoice 3.0 adds two export capabilities. The data grid export lets you pull any filtered view of invoices, quotes, clients, or payments into a file. The full company export lets you download a complete snapshot of your company's data in a portable format, useful for migrations, auditing, or backups.
Kubernetes deployment via Helm
For teams running SolidInvoice in containerized infrastructure, 3.0 ships official Helm charts. The charts cover the full application stack, are configurable through a standard values.yaml, and are published as part of the release. Self-hosters running Kubernetes now have a supported, maintained deployment path.
Standardized API, GraphQL, and webhooks
The API has been standardized across all core endpoints in 3.0. GraphQL support is now first-class, rate limiting is enforced consistently, and webhooks let you push events to external systems when things happen in SolidInvoice (invoices sent, payments received, etc.).
If you are building integrations or running SolidInvoice as part of a larger toolchain, the 3.0 API is significantly more reliable and complete than previous versions.
Onboarding for new users
First-run experience has been a weak point in earlier versions. SolidInvoice 3.0 adds a guided onboarding flow and an onboarding checklist that walks new users through the core setup steps. The installer has also been redesigned, and the application URL is now configurable during installation, removing a common source of misconfiguration for self-hosters.
What else shipped
A few more notable changes that did not fit a larger category:
- Hide Powered By. Self-hosters can now suppress the SolidInvoice branding from client-facing pages.
- Delete company. A dedicated setting to remove an entire company and all associated data, with appropriate safeguards.
- User name fields. First and last name are now first-class fields on user profiles.
- Sentry instrumentation. Optional error tracking via Sentry, configurable per deployment.
- Prometheus metrics. Opt-in metrics export for Caddy and FrankenPHP, useful for infrastructure monitoring.
How to get 3.0
Hosted (Cloud SaaS). The update is live. If you are on a trial or active subscription, you are already on 3.0.
Self-hosted. Download the latest release from the downloads page. The release notes include full migration steps, including the new MCP key-generation command and the database migrations required for custom fields, the tax system overhaul, and the new security features.
New to SolidInvoice. Start a free 14-day trial of the hosted version, or download and self-host the open-source release from GitHub.
SolidInvoice is open-source invoicing software built for freelancers and small businesses. The source code is available at github.com/SolidInvoice/SolidInvoice. Follow the project on GitHub for updates, or join the discussion in the GitHub Discussions tab.