InvoicePlane 2. The next Step for the Project

Second that! Apart from a few areas, IP1 is really mature and useable. would be a waste to throw all that away.
Still, the task shouldn’t be underestimated. I’ll contribute what little I have to offer :slight_smile:

I like invoiceplane a lot. I tried odoo and took a look at metasfresh. But both were a lot to big for me.
Templating for quotes and invoices were easy and flexible.
Well, there is still a list, that I am missing to use it in a slightly bigger environment or with more than one user like

  • authentication against LDAP
  • order confirmation - the missing link between a quote and an invoice.
  • roles - where are the users who are simply sales persons?
  • double currencies - quotes in EUR and USD
  • Finding revenue for certain products…

But I do not quite get the need for a major number change or rewrite. I had a rewrite with my own project, since the python framework was EOL, so we had to move - but I can not see this here.
So why not do these steps in a more smooth manner?

These features are already on the list. And something like order confirmation may be pretty easy to do too. Don’t know about LDAP as I never worked with it.

Besides that I already stated the reason for this idea in the text. The current code base is a big mess and implementing new features makes more work and probably produces more bugs than in a new and clear environment. So… let’s say that the InvoicePlane core is kind of EOL. :sweat_smile:

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I am just wondering about an open source mantra release early and release often.

The code might be a mess, I do not know it to the details. So I can simply wonder, if it is possible to clean up the code step by step or if it is really necessary to somehow start over. Or could it be possible to come to the same result in a more iterative way.

My idea is simply to allow regular output/releases - instead of maybe working a long time on version 2 without having installable releases in the meantime. Releases mean interesting new stuff for users, things to talk about, project activity, which make the project more attractive.

But again - I do not know the core code. So if “cleaning up the mess” is only possible by “starting over”, then so it be!

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I can only speak for myself about this. For me the code is a mess and no fun to work with. Which is kinda my fault because all contributors worked on new features with their own style and I missed to lead them to a unified style and structure.

About the releases: I would like to put my efforts into IP 2, yes. But that does not mean that there will be no new releases in the meantime. Versions 1.6 and 1.7 are still planned and will definitely be released.
Features like the “templates files for email content” can be implemented and then ported to version 2 with minimal efforts. I don’t expect that there will be much to change with features like this. Another cool feature would be the table sorting. Or email notifications for overdue invoices.
There are many features that can be coded for both versions. :tada:


Hello, do you have a date to us for the release of version 2 of invoiceplane. Thank you

IP v2 sounds like a good plan. Many of planned features will be great.

As cornelinux wrote, there is no connection between quote an invoice in IP v1. Sometimes it’s hard to look back at some business cases.

What do you think about idea “business cases”, which tied the whole communication with a customer? In some business cases, there are more steps, then quote and invoice and you need to share it with another guy.

  • inquiry
  • quote to a customer
  • refuse of the first quote
  • the second quote to the customer, if he wants a discount, change of a parameter, etc.
  • confirmation of order
  • our order to a supplier
  • invoice from a supplier
  • invoice
  • payment

IP v1, we add all these documents to quote as an attachment. A link between quote and invoice we did by the note in invoice and quote. If IP v2 allows tied these documents in one place, it will be great.

Hello, thank you so much for bringing up the idea of IP2! I believe it is a way to go. I run an upholstery business and IP1 is serving me well, though not without some challenges. From my point of view improving current application in the easiest way possible is optimal, as it will not waste time on setting everything up again from the scratch.

I really appreciate all the features that are already existing in IP1 though I think that IP2 is giving us a chance to take a fresh look on how the actual sale process in companies looks like. Then we could find a way to make a software that is flexible and customizable enough to assist users with different business needs.

I really like the process that @Pozda came up with. It is very similar in my company as well. I know that other companies might have different type of relationships with their clients, therefore might need a different process. IP2 could be flexible enough to allow for picking and choosing steps that are needed while developing more connections between different parts of IP that could simplify the project management.

However as the discussion is going forward, what do we really want the IP2 to be? (And what are we capable of delivering within the short to medium time frame?) Invoicing program with some aspects of project management, or a project management with all the aspects one could think of, like quotes, invoices, inventory and product management etc.

In my opinion IP2 should connect somehow separated pieces of IP1 and deliver more unified solution with whatever features community needs the most.

I’m curious about your thoughts! And again, thank you for all your involvement and hard work on this fantastic project!

Nope, not yet. Just want to properly think about this and plan everything. But it will take several months.
Development on InvoicePlane 1 will continue.

To answer @Pozda:
There already is a small link in the database for quotes to invoices but you are correct: the workflow must and will be optimized. I am not sure if there will be any steps in between or any additional documents as I don’t want to force users into a very strict workflow. We will see.

To answer @Sziha:
The focus group of the application stays the same: freelancers and small businesses with let’s say 2-10 employees. Howerver IP2 will feature a role system with at least 3 different roles that are customizable so larger businesses could use the app as well.
To address that one question: InvoicePlane will stay an invoicing system. Project management tools like in the current version will be still there but toggleable on/off. As an API is planned there is no need to develop extensive project management tools and just say: connect IP to your project management tool. Because there are hundreds of tools that focus on that.
It’s hard to say what is achievable in a short time span as I would like to release IP2 this year. I learned that being too ambitious can break down everything so there are some key tasks/features that are a must-have for the next version:

  • complete review of the current workflow (which also addresses the linking)
  • a role system
  • an API even if it’s basic for the first stable version
  • overhaul of the amount calculation system
  • overhaul of the PDF system and better templates
  • exporting of data to various formats

All other features are kind of optional for me and could be included in a later release. For me it’s important to have a new core that is clean and solid. That’s the main aim for IP2. A rock solid foundation that addresses some core problems and implements new features on a very low level.

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Hello ! Great to hear on V2 Project :slight_smile: i am excited :hugs::star_struck:

I need Following Future in V2

I want barcode scanner automatically recognize and add product information in row. Via SKU

Thanks a lot

I do not think it would be appropriate to force users to a strict workflow.

Quotes, invoices, projects, payments, tasks, orders, user files could optionally be grouped into a business case. A business case will actually be just an envelope linking everything related together. Eventually, global business case state could be set.

Users would not necessarily use it. They could create quotes and invoices separately, as they have done so far.

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I think you are totally right. Designing a well working core features and giving the ability for it to become a part of a larger business solution through API sounds like a good plan. Thank you!

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Hello @Kovah , what a great project on the way, I just installed this application and I loved it, however, it still has a long way to show us what it is made of and to kick others in the ass (jokes). I wait firm to the request of the cannon the release of the IP2

If you have to work hard in:

  • Appearance and interface using icons fonts (UI),
  • Increase currencies in a predefined package (the most important ones)
  • Communication with online store (ejm shopify, Eccomerce)
  • Show in the invoice and budget exchange rate (USD-EUR, USD-MXN, USD-PEN etc.)
  • Define that the product must have SKU and Manufacturer Code, MSRP price
  • Flat text import of (products, services, prices, currency type, etc.)

I am willing to contribute and spread to customers if they only integrate in (invoice and budget the exchange rate) and a customizable from UI configurable so that you can change details that should go in the template

Because we do not launch a massive support campaign for us to support directly

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Hello Guys,
Hope your are doing great,

I am PHP/CI developer and using Invoice plane since 1 year. its too good. I loved it.
Let me know if i can help you while development of new version.



I used IP for 2 years now. I love it. I host it on a Windows 2008 server in the cloud. I had some typing-issues at the beginning, but I am on 157 now and I face no issues.

I love this application. The fact that it’s basic and easy to learn made it a success. You may build a hosting business around it, rather than point your users to hosting companies. There may be something in it for you then?

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Hi, so I’ve been use the app for about a year and I must say, it’s tops. Given its Open-source. Also the religious nature of updates are amazing. That’s great. So yes we at Pseudocode Solutions would say the roadmap share is a fantastic idea!! We love every bit of it.

Maybe if the development team would also look at making a mobile app? And a little person request here, with the online payments, how about adding one which those of us in Ghana, Africa could make use of? We could provide you api documentation for ExpressPay.

Once again, thank you so much for the good work done.


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I forgot to make my point in my previous post… It was getting late, that’s why I guess. Anyway, here I go again.

Applications like yours Kovac are why I fell in love with web development somewhere in the late 90’s. They’re smart (I don’t care about messy code, even though I can see that’s a reason to give up development), small, easy to learn, host, maintain. And they just work… on each and every device you 'd possible want to use.

There are 2 things you need to take care of: fixing bugs and security issues. I am not aware of any at this point, but make sure to fix them, even if it’s silently behind our backs.

Finally, apps like IP need a community. In a way, you’re not alone to make the decisions about v2. I would personally NOT develop v2. Develop 1.6 and cleanup your code little by little. Make sure it runs a little faster in Windows servers, just the name something.

There are some options for you to make a living out of IP: start a hosting business, raise money through crowd funding, charge for updates, create a PRO version you charge for…

But above all: you need users. And you only get users if you give away 99% away for free. That’s how it works these days.

Good luck Kovac!


A post was merged into an existing topic: InvoicePlane 2 - Discussion & Feature Requests