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SolidInvoice Documentation

SolidInvoice is a powerful, intuitive, and fully open-source invoicing solution designed to simplify your billing processes, enhance productivity, and streamline your financial operations.

Whether you're a freelancer, small business owner, or managing invoices for larger organizations, SolidInvoice provides a reliable, scalable platform tailored to meet your invoicing and billing needs.

Key Features​

  • Simple Invoice Management — easily create, track, and send professional invoices.
  • Client Management — efficiently manage client information, contact details, and billing preferences.
  • Quotes and Estimates — quickly generate and send accurate quotes that can be seamlessly converted into invoices.
  • Payments Integration — accept payments effortlessly through integrated gateways such as PayPal and Stripe.
  • Multi-Currency Support — invoice your clients globally with robust multi-currency handling.
  • Customization and Branding — personalize invoices, quotes, and emails to match your business brand.
  • Two-Factor Authentication — protect accounts with TOTP apps or email-based verification codes.
  • Custom Fields — add extra fields to clients, contacts, invoices, and quotes to capture business-specific data.
  • Data Export — export any grid to CSV, JSON, or XML, or download a full company data archive.
  • Advanced Tax — multi-tax line items, invoice-level tax adjustments, and tax rate snapshots on issued documents.
  • Overdue Automation — automatically mark invoices overdue and send escalating payment reminders to clients.

Getting Started​

  • Installation Guide — step-by-step instructions to install SolidInvoice on your preferred hosting environment.
  • Companies — set up and manage one or more companies in SolidInvoice.
  • Managing Clients — add and manage your clients.
  • Invoices — create, send, and track invoices.
  • Integrations — connect SolidInvoice with external services.

Resources​

  • API Documentation — integrate SolidInvoice into your existing tools and workflows.

Contribute​

SolidInvoice thrives on community contributions. Learn how you can help improve the software by visiting our Contribution Guide.

Feedback​

We welcome your feedback to continuously improve SolidInvoice. If you have suggestions or encounter any issues, please reach out through our Support Channels.

Thank you for choosing SolidInvoice! We're committed to supporting your business success through effective invoicing and financial management solutions.