Invoice Master - Invoice, Quote & Payment Management System | Vibe96

Finance & Accounting

Invoice Master - Invoice, Quote & Payment Management System

Source code included

Self-hosted Laravel invoicing and billing system for small businesses, freelancers and agencies

Built by Dynamicsoft Updated 18 Oct 2026 35,385 lines of code

Open live demo Built withClaude Code

Why Invoice Master - Invoice, Quote & Payment Management System

What makes it better
than the alternatives

  1. 01

    Six payment gateways plus bank transfer with proof upload and admin approval

    Stripe, PayPal, Razorpay, Paystack, Mercado Pago and Flutterwave are all integrated via REST APIs.

  2. 02

    Recurring invoices with weekly to yearly cycles or custom intervals

    The scheduler auto-generates invoices at 00:05 daily and optionally emails them to clients.

  3. 03

    Granular staff permissions with ready-made Manager and Salesman roles

    Admins control which pages and actions (view, create, edit, delete, send) each role can access across invoices, quotes, payments, clients and products.

  4. 04

    Decimal-safe server-side calculation with per-line and whole-invoice taxes

    Totals are always exact, using bcmath precision for all money arithmetic.

  5. 05

    Client portal with statement, payment history and quote responses

    Clients see only their own invoices and quotes, pay online, download receipts and accept or reject quotes in one click.

Invoices & Quotes

  • Drag-and-drop line editor with products
  • per-line taxes
  • whole-invoice taxes and percentage or fixed discounts
  • Six PDF templates (Classic
  • Modern
  • Minimal
  • Professional
  • Elegant
  • Bold) with custom header/footer text
  • Auto-numbering with configurable prefix (INV-
  • QUO-) and padding
  • Send via email with PDF attachment
  • public shareable link and WhatsApp share button
  • Statuses: Draft
  • Unpaid
  • Partially Paid
  • Paid
  • Processing
  • Overdue (invoices); Draft
  • Sent
  • Accepted
  • Rejected
  • Converted
  • Expired (quotes)
  • Convert quote to invoice in one click
  • copying all items
  • taxes and discount
  • Duplicate any invoice or quote to create a new draft
  • Recurring invoices: weekly
  • monthly
  • quarterly
  • yearly or every N days
  • with auto-generation and optional auto-email

Payments

  • Record manual payments (cash
  • cheque
  • bank transfer) with numbered receipts (PDF and email)
  • Online payment via Stripe
  • PayPal
  • Razorpay
  • Paystack
  • Mercado Pago or Flutterwave
  • Bank transfer with client proof upload (stored outside public folder) and admin approval/rejection workflow
  • Part payments: multiple payments against one invoice until fully paid
  • Payment QR codes on invoices (UPI
  • bank details or custom text)
  • Payment history per client and per invoice
  • Transactions page showing all payment attempts (approved
  • pending
  • rejected)

Clients & Products

  • Client records with billing and shipping addresses
  • country
  • currency
  • notes and avatar
  • Client portal accounts: send invitation email or set password manually
  • Enable/disable portal access per client
  • Product catalog with codes
  • categories
  • prices
  • units (pcs
  • hrs
  • kg
  • etc.)
  • default taxes and images
  • Auto-generated product codes (PRD-0001
  • PRD-0002...)
  • Client statement report (PDF
  • Excel
  • CSV) showing all invoices
  • payments and balance
  • Quick-add client from invoice/quote editor without leaving the page

Automation & Reminders

  • Automatic overdue marking when due date passes
  • Payment reminders before and after due date (configurable days)
  • Recurring invoice generation at 00:05 daily via Laravel Scheduler
  • Editable email templates for invoices
  • quotes
  • receipts and reminders with placeholders
  • In-app notifications for admins (new payment
  • quote response
  • recurring invoices generated)
  • SMTP settings configurable from UI (host
  • port
  • username
  • password
  • encryption)
  • Manual trigger buttons for recurring invoices and reminders (when scheduler is not running)

Reports & Analytics

  • Dashboard with invoiced
  • paid
  • due and overdue totals in default currency
  • Income chart (invoiced vs collected) for any period with ApexCharts
  • Invoices by status donut chart (Paid
  • Partially Paid
  • Unpaid
  • Processing
  • Overdue
  • Draft)
  • Sales & income report: invoices and payments by date range
  • filterable by client and currency
  • Outstanding (aging) report: unpaid invoices grouped by 0-30
  • 31-60
  • 61-90
  • 90+ days overdue
  • Tax report: tax collected per tax rate
  • filterable by date and currency
  • Product sales report: quantity sold and revenue per product
  • All reports exportable to Excel
  • CSV and PDF

Staff & Roles

  • Staff accounts with admin-area access limited by role permissions
  • Ready-made Manager role (full access except settings) and Salesman role (invoices
  • quotes
  • clients
  • products only)
  • Custom roles with permission grid: 40+ permissions across invoices
  • quotes
  • payments
  • clients
  • products
  • reports
  • settings
  • staff and roles
  • Permissions: view
  • create
  • edit
  • delete
  • send (invoices/quotes)
  • approve/reject (payments)
  • manage settings
  • manage staff
  • Staff invitation emails with password setup link
  • Login history log (IP
  • user agent
  • success/failure
  • logout) for all users

Client Portal

  • Clients see only their own invoices
  • quotes
  • payments and profile
  • Pay invoices online (Stripe
  • PayPal
  • Razorpay
  • Paystack
  • Mercado Pago
  • Flutterwave) or upload bank transfer proof
  • Accept or decline quotes with one click
  • Download invoice PDFs
  • quote PDFs and payment receipts
  • View and download client statement (all invoices and payments)
  • Update profile (name
  • phone
  • billing/shipping address
  • avatar
  • password)
  • Email verification required for new accounts

Settings & Administration

  • Company profile: name
  • address
  • phone
  • email
  • website
  • tax ID
  • logo and favicon
  • Branding: primary color
  • header/footer text for PDFs
  • default invoice/quote template
  • Currency management: add currencies
  • set default
  • configure symbol and decimal places
  • Tax rates: name
  • percentage
  • default flag (auto-applied to new products)
  • Categories for products
  • Payment gateway credentials (Stripe
  • PayPal
  • Razorpay
  • Paystack
  • Mercado Pago
  • Flutterwave)
  • Email templates editor with placeholders (invoice
  • quote
  • receipt
  • reminder
  • invitation)
  • Notification toggles: invoice issued
  • payment received
  • quote responded
  • recurring invoices generated
  • Activity log: every create
  • update
  • delete
  • send
  • payment
  • status change with user
  • timestamp and details

Multi-language & Multi-currency

  • English and French UI (user selects language in profile)
  • Add unlimited currencies with code
  • symbol
  • decimal places and exchange rate
  • Invoices and quotes in any currency; reports filter by currency
  • Money totals on dashboard and reports use default currency only
  • Date and number formatting per locale
  • All email templates translatable

Search & Export

  • Global search box (/ or Ctrl+K) for invoices
  • clients
  • quotes and products
  • Livewire data tables with search
  • sort
  • filter
  • pagination and bulk actions on all list pages
  • Export clients
  • invoices
  • quotes
  • payments and products to Excel or CSV
  • Export reports to Excel
  • CSV and PDF
  • Invoice and quote PDFs with six templates
  • Payment receipts as PDF with company branding

Quality report

Manually reviewed

85/ 100

Automated audit score

✓ Approved by our review team

Listed after manual review.
Audit run: 17 Oct 2026
Reviewed by Vibe96 staff, Dubai.

Security85
Code structure72
Docs & completeness93
Dependency health85
Build & deploy92
Reviewer notes (4 minor)

No critical vulnerabilities; some outdated packages and missing npm lockfile; build reproducible with gaps: missing .env setup, unclear npm/composer order, no db creation steps; moderate code duplication and some oversized files; business logic mostly well-separated; missing foreign key indexes and some unscoped deletes; no sql injection found. None of these stop the software from working; the developer has been told and improvements come in a future update.

Versions & updates

1.0.0
First release18 Oct 2026✓ Reviewed & audited

No updates yet. New versions appear here with a changelog.
Buyers receive updates free for 1 year.

What you get

  • </>Full source codeThe complete audited source, delivered as a download from your account. No obfuscation.
  • ▤DocumentationSetup guide, architecture notes, CLAUDE.md and AGENTS.md.
  • ↻One year of updatesEvery new version the builder publishes, free for 12 months.
  • ♧30 days of supportInstallation and defect support through Vibe96 tickets.
$169Single-site licence Details