Features

Everything you need to run your billing

A complete invoicing toolkit — unlimited records, rich PDFs, multi-currency, a customer portal, and an extensible module system. All open source, all self-hosted.

Core capabilities

Built for real businesses

Nine features that cover 90% of what small businesses, agencies, and consultancies actually need from an invoicing tool.

Professional invoicing

Create, send, and track beautiful invoices with multi-currency support, tax rules, and custom fields. Branded PDFs out of the box.

Estimates & proposals

Send estimates, convert them to invoices with one click, and track acceptance. Perfect for services and agencies.

Expense tracking

Log and categorize expenses, attach receipts, and reconcile them against invoices. Know where the money goes.

Recurring invoices

Automate monthly retainers, subscriptions, and repeat customers. Set it once, let InvoiceShelf handle the rest.

Payments

Record partial and full payments across multiple methods. Track outstanding balances at a glance.

Customer portal

Share a private portal where customers can view their invoices, estimates, and payments — no login friction.

Multi-currency

Bill clients in their own currency. Exchange rates pulled automatically from your chosen provider.

Modules & extensibility

Extend InvoiceShelf with community and first-party modules from the marketplace. Everything is modular.

Built-in AI assistant

Ask plain-English questions about your data. Draft customer notes and proposals in-place. Your OpenRouter key, your server.

Explore the AI assistant

Full matrix

Everything that's included

Every feature. No tiers, no paywalls, no surprises.

Invoicing core

  • Unlimited invoicesNo per-invoice cost, no cap
  • Unlimited customersNo seat or record limit
  • Custom fieldsAdd your own fields to any record
  • Multi-currencyAutomatic exchange rate sync
  • Per-item taxesFlexible tax rules and templates

Documents & PDFs

  • Branded PDF exportDompdf + Gotenberg drivers
  • Custom PDF templatesEdit templates per company
  • CJK & RTL script supportFont packages for Chinese, Japanese, Korean, Arabic, Hebrew, Thai…
  • Email with trackingEmailLog for sent invoices

Workflow automation

  • Recurring invoicesAuto-generate on a schedule
  • Scheduled remindersOverdue notification cadence
  • Invoice-to-payment linkingTrack partial payments cleanly

Extensibility

  • Module marketplaceSoonInstall community & first-party modules
  • Public APIFull REST API with Sanctum tokens
  • WebhooksSoonEvent hooks for downstream systems
  • AI assistant (BYO key)Self-hosted, OpenRouter-compatible

Ready to see it in action?

Download InvoiceShelf and start invoicing in minutes.