InvoicePlane Invoice Management
Professional self-managed invoice management system-supports invoice and quotation creation, customer management, payment tracking, financial statement generation and other functions. Suitable for freelancers and small and medium-sized enterprises.
A professional self-managed invoice and quotation management system that helps freelancers and small businesses easily manage their finances. ##First use ###Initial settings When you open an app for the first time, you need to complete the installation wizard: 1. ** Select the language ** → Select English (Chinese is not currently supported) 2. ** System check ** → Make sure all items are green checkboxes 3. ** Database configuration ** → Automatic completion, directly click Continue 4. ** Installation data sheet ** → Waiting for completion, please wait patiently for 1 - 2 minutes, and do not refresh the page 5. **VAT calculation mode ** → Select the recommended "Simple mode" 6. ** Create an administrator account ** → Fill in the email, name and password ###Log in to the system Log in using the mailbox and password you created during installation. ##Core Features ### 1. Add customers (Clients) Click on the top menu **Clients** → **Create Client** | field| description| |------|------| | Client Name |Customer name (company or individual)| | Email |Customer mailbox (for sending invoices)| | Address |customer address| ### 2. Create Quotes Click **Quotes** → **Create Quotes ** 1. select the customer 2. Add products/services 3. Set prices and quantities 4. Click **Save** Save Quotation status: `Draft` → `Sent` → `Viewed` → `Approved/Rejected` ### 3. Create invoices Click ** Invoice ** → **Create Invoice** 1. select the customer 2. Add billing items (convertible from quotation) 3. Set payment terms 4. Click **Save** Save 5. Click **Email** to send it to the customer Invoice status: `Draft` → `Sent` → `Viewed` → `Paid` ### 4. Recording payments (Payments) After receiving customer payment: 1. Open the corresponding invoice 2. Click **Enter Payment** 3. Enter payment amount and date 4. save ### 5. Product Management (Products) Click **Products** → **Create Product** Pre-set common products/services and can be quickly added when creating invoices. ### 6. Reports Click **Reports** to view: - sales Summary - invoice statistics - payment records - customer analysis
