Open Invoice

A modern, full-featured invoice management system built with Next.js, TypeScript, and Shadcn UI. Manage your invoices, customers, products, and payments all in one beautiful dashboard.

Overview

Open Invoice is a comprehensive invoice management solution designed for businesses of all sizes. Create, manage, and track invoices effortlessly with an intuitive interface backed by powerful features like customer management, product catalogs, payment tracking, and detailed analytics.

Built with modern web technologies and best practices, Open Invoice provides a production-ready foundation for managing your invoicing workflow.

Key Features

📝 Invoice Management - Create, edit, and manage invoices with a beautiful, user-friendly interface
🔄 Recurring Invoices & Subscriptions - Create recurring invoice templates with automated generation, subscription management, and flexible scheduling
👥 Customer Management - Keep track of all your customers with detailed contact information
📦 Product Catalog - Manage your products and services with pricing and tax information
💰 Payment Tracking - Record and track payments against invoices
📧 Email Management - Send invoices via email with tracking and engagement metrics
📊 Analytics Dashboard - Visual insights into your invoicing with charts and statistics
🎯 Kanban Board - Visual invoice workflow management with drag-and-drop
🔗 Shareable Invoices - Generate secure, shareable links for your clients
📄 PDF Generation - Export invoices as professional PDF documents
🎨 Branding & Templates - Customize company branding (logo, colors, fonts) and create multiple invoice templates
🏢 Multi-Tenant Workspaces - Organize invoices by workspace/team with Clerk Organizations
🔐 Secure Authentication - Enterprise-grade authentication with Clerk
💳 Subscription Management - Built-in billing and subscription handling
🔒 Role-Based Access Control - Fine-grained permissions and access control
💳 Stripe Payment Processing - Accept online payments with Stripe Connect, support for partial payments, and automatic invoice status updates
🪙 Crypto Payment Integration - Accept cryptocurrency payments with XRP (via XRPL) and Solana ecosystem (SOL, USDC, USDT). Real-time payment monitoring, automatic invoice updates, and support for testnet/testing modes
🧾 Custom Tax System - Flexible tax calculation with tax profiles, rules, and jurisdictions. Support for multiple tax types (sales tax, VAT/GST, service tax) with presets for common regions

Tech Stack

This application is built with the following technologies:

Framework - Next.js 16 with App Router
Language - TypeScript
Authentication - Clerk
Database - PostgreSQL with Prisma
Email Service - Resend for transactional emails
Payment Processing - Stripe with Connect for multi-tenant payments
Tax Calculation - TaxJar for automatic tax calculation (optional)
Error Tracking - Sentry
Styling - Tailwind CSS v4
UI Components - Shadcn UI
Forms - React Hook Form with Zod validation
Data Tables - TanStack Table
Charts - Recharts
State Management - Zustand
Command Interface - kbar
PDF Generation - @react-pdf/renderer

Project Structure

The project follows a feature-based architecture for better organization and scalability:

src/
├── app/                      # Next.js App Router
│   ├── (auth)/              # Authentication routes
│   ├── dashboard/           # Dashboard pages
│   │   ├── invoices/        # Invoice management
│   │   ├── customers/       # Customer management
│   │   ├── products/        # Product management
│   │   ├── overview/        # Analytics dashboard
│   │   └── kanban/          # Kanban board
│   ├── invoice/             # Public invoice view (shareable)
│   └── api/                 # API routes
│
├── features/                # Feature-based modules
│   ├── invoicing/          # Invoice-related components & hooks
│   ├── kanban/             # Kanban board components
│   └── overview/           # Dashboard analytics components
│
├── components/              # Shared components
│   ├── ui/                 # Shadcn UI components
│   └── layout/             # Layout components (sidebar, header)
│
├── lib/                     # Core utilities
│   ├── db.ts               # Prisma client
│   ├── format.ts           # Formatting utilities
│   └── utils.ts            # General utilities
│
└── prisma/                  # Database schema and migrations
    └── schema.prisma        # Prisma schema

Getting Started

Prerequisites

Node.js 18+ or Bun
PostgreSQL database
Clerk account (for authentication)

Installation

Clone the repository

git clone https://github.com/usaikoo/openinvoice.git
cd open-invoice

Install dependencies
```
bun install
# or
npm install
```
Set up environment variables

Copy the example environment file:
```
cp env.example.txt .env.local
```
Update .env.local with your configuration:
- Database connection string (DATABASE_URL)
- Clerk authentication keys (NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY, CLERK_SECRET_KEY)
- Resend API key (RESEND_API_KEY) for email functionality
- Resend webhook key (RESEND_WEBHOOK_KEY) for email event tracking
- Stripe keys (STRIPE_SECRET_KEY, NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY) for payment processing
- Stripe webhook secret (STRIPE_WEBHOOK_SECRET) for webhook verification
- TaxJar API key (TAXJAR_API_KEY) for automatic tax calculation (optional)
- XRP WebSocket URLs (XRP_MAINNET_WS_URL, XRP_TESTNET_WS_URL) for crypto payments (optional, uses public endpoints by default)
- Solana RPC URLs (SOLANA_MAINNET_RPC_URL, SOLANA_TESTNET_RPC_URL) for crypto payments (optional, uses public RPC by default)
- AWS S3 credentials (for file uploads, if applicable)
- Sentry DSN (for error tracking, optional)

Set up the database

# Generate Prisma Client
bun prisma generate

# Run migrations
bun prisma migrate dev

Run the development server
```
bun run dev
```
The application will be available at http://localhost:3000

Environment Configuration

For detailed setup instructions, see:

📚 Full Documentation - https://doc.openinvoice.store - Complete user guide, developer documentation, and troubleshooting
Clerk Setup (Authentication, Organizations, Billing & Webhooks) - docs/clerk_setup.md
Stripe Connect Setup - docs/stripe_connect_setup.md
Payment Reminders Cron Job - docs/cron_setup.md
RBAC Configuration - docs/nav-rbac.md

Features Overview

Invoice Management

Create and edit invoices with multiple line items
Track invoice status (Draft, Sent, Paid, Overdue, Cancelled)
Automatic invoice numbering
Calculate subtotals, taxes, and totals automatically
Add custom notes to invoices
Generate PDF documents
Share invoices via secure, shareable links
Modern invoice details page with left-side section navigation (Details, Payments, Emails, Notes)

Recurring Invoices & Subscriptions

Create recurring invoice templates with flexible scheduling (daily, weekly, monthly, quarterly, yearly, custom)
Automated invoice generation via cron job
Subscription management with pause/resume/cancel functionality
Template-based invoice creation with reusable items
Automatic email sending for generated invoices
Next generation date tracking
View all invoices generated from a template
Statistics dashboard showing revenue, payments, and invoice counts
Manual invoice generation on demand
End date support for time-limited subscriptions
Custom interval support for flexible billing cycles

Customer Management

Store customer contact information
Track all invoices per customer
Quick access to customer history

Product Management

Maintain a catalog of products/services
Set prices and tax rates
Add product images
Quick product selection when creating invoices

Branding & Templates

Company Branding - Customize your company's appearance on invoices
- Upload and manage company logo
- Set primary and secondary brand colors
- Choose font family for invoices
- Add company contact information (address, phone, email, website)
- Customize footer text
- Set default currency per organization
Invoice Templates - Create and manage multiple invoice templates
- Create custom invoice templates with unique layouts
- Set default template for automatic assignment
- Activate/deactivate templates
- Configure template layouts (standard, compact, detailed)
- Custom header and footer templates (HTML)
- Custom CSS styling (JSON)
- Template selection when creating new invoices
- Template management interface with CRUD operations

Analytics Dashboard

Overview of key metrics
Revenue charts and trends
Invoice status distribution
Sales performance analytics
Parallel routes for independent loading states

Kanban Board

Visual invoice workflow management
Drag and drop between status columns
Quick invoice updates
Local state persistence

Multi-Tenant Support

Create and switch between workspaces
Team management and collaboration
Role-based access control
Organization-level billing and subscriptions

Email Management

Send invoices directly to customers via email
Professional HTML email templates with invoice details
Automatic payment confirmation emails
Complete email tracking and audit trail
Real-time email engagement metrics (opens, clicks, delivery status)
Email history with detailed event logs
Resend webhook integration for event tracking
Email status badges and notifications
Left-side section navigation for email history (integrated with invoice details page)
Track email opens, clicks, bounces, and delivery events

Payment Processing

Stripe Connect Integration - Multi-tenant payment processing with Express accounts
Online Payments - Accept credit card payments directly on invoices
Payment Forms - Secure, PCI-compliant payment forms using Stripe Elements
Multiple Payment Methods - Support for cards, ACH, bank transfers via Stripe's automatic payment methods
Saved Payment Methods - Stripe Customer integration with saved cards for faster checkout
Partial Payments - Support for partial invoice payments with balance tracking
Payment Plans & Installments - Split invoices into multiple installments (weekly, biweekly, monthly, quarterly) with automatic payment allocation and status tracking
Automatic Status Updates - Invoice status automatically updates on successful payment
Payment Validation - Amount validation prevents overpayment
Webhook Processing - Real-time payment status updates via Stripe webhooks
Payment History - Complete payment tracking with Stripe payment intent IDs
Payment Receipts - Generate PDF receipts for each payment with download action
Email Confirmations - Automatic payment confirmation emails to customers
Stripe Onboarding - Streamlined Stripe Connect account setup in settings
Stripe Account Management - Soft disconnect, reconnect, and reset options for better UX
Platform Fees - Configurable platform fee calculation and application

Tax Management

TaxJar Integration - Automatic tax calculation using TaxJar API
- Real-time Tax Calculation - Automatic tax calculation based on customer and business addresses
- Nexus Region Support - Configure nexus regions for accurate tax calculation
- Multi-jurisdiction Support - Supports US, Canada, EU, and international tax calculations
- Product Tax Codes - Support for product-specific tax codes (exempt items, reduced rates)
- Sandbox Mode - Test mode support for development and testing
- Address Validation - Automatic address parsing and validation for accurate tax calculation
- Tax Transaction Tracking - Store TaxJar transaction IDs for audit and reporting
- Fallback Support - Falls back to custom tax profiles if TaxJar is unavailable
Custom Tax System - Built-in tax calculation engine without third-party dependencies
- Tax Profiles - Create tax profiles for different jurisdictions (country + region)
- Multiple Tax Rules - Define multiple tax rules per profile (e.g., GST + PST, VAT + local tax)
- Tax Presets - Pre-configured tax templates for common regions:
  - Canada: GST (5%), PST (varies by province), QST/TVQ (9.975%)
  - United States: State tax templates
  - European Union: VAT templates
  - United Kingdom: VAT templates
  - Australia: GST templates
  - India: GST templates
- Tax Calculation - Automatic tax calculation based on selected tax profile
- Tax Breakdown - Detailed tax breakdown displayed on invoices, PDFs, and emails with percentages
- Manual Tax Override - Override default tax rates for specific invoices
- Tax Exemptions - Support for tax-exempt customers with exemption reasons
- Default Tax Profile - Set default tax profile per organization
- Tax Authority Labels - Categorize taxes by authority type (federal, state, provincial, VAT, local)
- User-Controlled - Simple, explicit tax system where business owners choose appropriate taxes
Tax Calculation Methods - Flexible tax calculation with priority system:
1. TaxJar (if enabled) - Automatic real-time tax calculation
2. Tax Overrides - Manual tax rates for specific invoices
3. Tax Profiles - Custom tax rules per jurisdiction
4. Manual - Item-level tax rates (fallback)

Roadmap

Phase 1: Payment Processing (Q1 2026) ✅ Completed

Phase 1.5: Email Functionality (Q1 2026) ✅ Completed

Phase 2: Enhanced Payment Features (Q2 2026) ✅ Completed

Phase 3: Multi-Provider Support (Q3 2026) - Optional

Hyperswitch Integration (if multi-provider support needed)
- Evaluate Hyperswitch deployment options (self-hosted vs cloud)
- Integrate Hyperswitch API for payment processing
- Configure multiple payment providers (Stripe, PayPal, Adyen, etc.)
- Implement intelligent routing based on success rates
- Add payment provider switching for failed transactions
- Cost optimization and observability dashboards
- Advanced retry strategies and revenue recovery

Phase 4: Advanced Features (Q4 2026)

Phase 5: Crypto Payment Integration (Final Phase)

Scripts

bun run dev - Start development server
bun run build - Build for production
bun run start - Start production server
bun run lint - Run ESLint
bun run lint:fix - Fix linting issues
bun run format - Format code with Prettier

Database Schema

The application uses PostgreSQL with Prisma ORM. Key models include:

Customer - Customer information and contact details
Product - Product/service catalog with pricing
Invoice - Invoice headers with status and dates
InvoiceItem - Line items for each invoice
Payment - Payment records linked to invoices and installments
PaymentPlan - Payment plan configuration (frequency, installment count)
Installment - Individual payment installments with due dates and amounts
RecurringInvoiceTemplate - Recurring invoice templates with scheduling and automation
TaxProfile - Tax profiles for different jurisdictions (country, region)
TaxRule - Individual tax rules within a tax profile (name, rate, authority)
InvoiceTax - Tax breakdown records for each invoice
EmailLog - Email tracking and audit trail
EmailEvent - Individual email events (opens, clicks, bounces, etc.)

See prisma/schema.prisma for the complete schema definition.

Support

If you find Open Invoice useful and would like to support its development, you can:

☕ Buy me a coffee - Quick one-time support
💝 Sponsor on GitHub - Recurring monthly support

Your support helps maintain and improve this project! 🙏

Contributing

This is a personal project, but suggestions and improvements are welcome!

License

See LICENSE for details.

Built with ❤️ using Next.js and Shadcn UI

Name		Name	Last commit message	Last commit date
Latest commit History 58 Commits
.github		.github
.husky		.husky
docs		docs
prisma		prisma
public		public
src		src
.eslintrc.json		.eslintrc.json
.gitignore		.gitignore
.npmrc		.npmrc
.nvmrc		.nvmrc
.prettierignore		.prettierignore
.prettierrc		.prettierrc
LICENSE		LICENSE
README.md		README.md
Untitled		Untitled
bun.lock		bun.lock
components.json		components.json
env.example.txt		env.example.txt
next.config.ts		next.config.ts
package-lock.json		package-lock.json
package.json		package.json
postcss.config.js		postcss.config.js
tsconfig.json		tsconfig.json

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OpenInvoice-Store/openinvoice

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Open Invoice

Overview

Key Features

Tech Stack

Project Structure

Getting Started

Prerequisites

Installation

Environment Configuration

Features Overview

Invoice Management

Recurring Invoices & Subscriptions

Customer Management

Product Management

Branding & Templates

Analytics Dashboard

Kanban Board

Multi-Tenant Support

Email Management

Payment Processing

Tax Management

Roadmap

Phase 1: Payment Processing (Q1 2026) ✅ Completed

Phase 1.5: Email Functionality (Q1 2026) ✅ Completed

Phase 2: Enhanced Payment Features (Q2 2026) ✅ Completed

Phase 3: Multi-Provider Support (Q3 2026) - Optional

Phase 4: Advanced Features (Q4 2026)

Phase 5: Crypto Payment Integration (Final Phase)

Scripts

Database Schema

Support

Contributing

License

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