Darko Gjorgjijoski
13aa087faf
* test(taxes): cover compound_tax API semantics and validate it as boolean * feat(taxes): restore the compound tax toggle in tax type settings * feat(taxes): compute document-level compound tax amounts Two-pass recalculation: simple taxes on the discounted subtotal, compound taxes on the subtotal plus all simple taxes (v2 parity; branch order fixed -> compound -> inclusive back-out -> simple). Amounts now also recalculate on tax add/remove and on the tax-inclusive toggle, which previously never triggered recalculation. * feat(taxes): support compound taxes in per-item mode Per-item tax rows now carry the compound flag and charge compound taxes on the item's discounted base plus its simple taxes, through the same calcTaxAmount branch order as document-level taxes. The item row splits its tax sums into simple and compound so a compound row can never widen its own base. Also fixes two pre-existing bugs: the per-item tax dropdown read window.__taxTypes, which nothing ever assigned, so it always rendered empty (tax types are now fetched by the items table and passed down); and removing a tax row hard-zeroed the item's totals instead of re-syncing them. * fix(invoices): skip placeholder tax rows when persisting item taxes The document form keeps one empty placeholder tax row per item in per-item tax mode. Its empty name is nullified by the framework's empty-string middleware, so inserting it violated the NOT NULL constraint and turned every per-item save into a 500. The equivalent v2 guard keyed on a null amount, which the v3 stub (amount: 0) evades; keying on the missing tax_type_id catches it.
Open-source invoicing for people who want to own their business data.
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Warning
The default
3.xbranch is an alpha preview. It is ready for testing and feedback, but not for production data. Use the supported2.xrelease for a production installation.
Run your invoicing from one place
InvoiceShelf is a self-hosted web application for creating invoices, tracking payments and expenses, and keeping customer accounts organised. It is built for freelancers and small businesses that want a focused workflow without giving up control of their data.
- Create invoices and estimates, then export polished PDFs.
- Record payments and see what each customer still owes.
- Track expenses, taxes, and business reports.
- Schedule recurring invoices for repeat work.
- Give customers a portal for invoices, estimates, and payment history.
- Manage multiple companies and invite team members with scoped roles.
Optional official modules can add specialised features without making the core application heavier.
Install InvoiceShelf
Production: InvoiceShelf 2.x
Install the current stable release from the
self-hosted download page, or run the
official Docker image with the :latest tag. Follow the
installation guide for the
complete setup and upgrade instructions.
Preview: InvoiceShelf 3.x
Use the preview only with disposable or backed-up data:
- Download the latest 3.x preview from the self-hosted download page.
- For Docker, use
invoiceshelf/invoiceshelf:nextinstead of:latestin the official Compose setup.
A minimal SQLite Docker setup looks like this:
git clone https://github.com/InvoiceShelf/docker.git invoiceshelf
cd invoiceshelf
cp docker-compose.sqlite.yml docker-compose.yml
# For the 3.x preview, change the image tag in docker-compose.yml to :next.
docker compose up -d
Open http://localhost:8090 and finish the setup wizard. Read the Docker guide before using InvoiceShelf on a public server.
For a traditional web-server installation, see the manual installation guide. InvoiceShelf 3.x requires PHP 8.4 and supports MySQL/MariaDB, PostgreSQL, and SQLite. Docker includes the required application runtime.
Learn and get help
- User and installation documentation
- API reference
- Discord community
- Bug reports and feature requests
Contribute
Code contributions are welcome. Start with the
contribution guide and use the development environment in
docker/development.
You can also help translate InvoiceShelf on Crowdin.
License
InvoiceShelf is released under the GNU Affero General Public License v3.0.