opensourcebilling Free Invoicing Software
Easy way to create & send invoices and receive payments online
OpenSourceBilling is an open source web application for creating and sending invoices, receiving payments, managing clients, tracking and reporting.
Overview
OpenSourceBilling or OSB is a free easy-to-use web-based open source billing solution that gives you all the flexibility and customizable options with responsive and adaptive user interface. OSB software is for creating and sending invoices, receiving payments, managing clients, managing companies and tracking and reporting. OpenSourceBilling being free and online accounting software does it all for free and easily. OpenSourceBilling can produce reports of sales, payments and collected revenues. OSB can fulfill the billing and payment needs of nearly any online business.
OSB is a powerful, flexible and scalable billing software. It comes with plenty of built-in features, such as payments tracking, recurring invoices, full text search, PDF export, time tracking, receiving payments through Paypal and credit card, Freshbooks and Quickbooks data importing and much more. OSB helps you scale your billing and payment infrastructure to grow your business. It also provide support for multi-currencies and multi-languages.
System Requirements
In order to install OpenSourceBilling, below are the system requirements
- Ruby v2.7.1
- Rails v6.0.2.2
- Bundler for gem versions
- MySql database
- Server: Heroku OR AWS
- RubyGems: Installation as dependency
- Editor: RubyMine
- wkhtmltopdf
- Git
Features
The new age market comprises a wide variety of billing and invoicing tools but robust functionality of OpenSourceBilling allows the businesses to setup currencies, to use communication templates and even perform some custom branding.
- Attractive, responsive and adaptive user interface
- Dashboard with graph and key metrics
- Invoice sending and creation
- Recurring invoices
- Export invoices and estimates to PDF
- Create and send estimates
- Estimate to invoice conversion
- Receive payments against sent invoices
- Partial payments tracking
- Receive payments through Paypal and credit card
- Listing pages filters
- Full text search
- Time Tracking for running projects
- Invoice generation from project log hours
- Manage billing for multiple sister companies under one account
- Import data from Freshbooks and QuickBooks
- A wide variety of reports
- Customer portal
- Open Source
Installation
Install OpenSourceBilling on Ubuntu(LTS)
Deploy OpenSourceBilling in a way that’s right for your business. MySql is an open-source relational database management system. Run the following command to install database:
sudo apt-get install mysql-server mysql-client libmysqlclient-dev
Git is version control system we used for OSB. Run the following command to install git.
sudo apt-get install git
Run the following command to install ruby dependencies:
sudo apt-get update
sudo apt-get install git-core curl zlib1g-dev build-essential libssl-dev libreadline-dev libyaml-dev libsqlite3-dev sqlite3 libxml2-dev libxslt1-dev libcurl4-openssl-dev python-software-properties libffi-dev libncurses5-dev automake libtool bison libffi-dev imagemagick libmagickcore-dev libmagickwand-dev libicu-dev
You may need access to dependent pecl libraries, most which can be found by
sudo add-apt-repository ppa:ondrej/php
Run the following commands to install stable version.
curl -L https://get.rvm.io | bash -s stable
source ~/.rvm/scripts/rvm
rvm install 2.7.1
rvm use 2.7.1 --default
Bundler is a tool that allows you to install multiple gem versions, run this command to install bundler:
gem install bundler
To clone project code from GitHub, give your GitHub account credential for authentication while cloning project.
git clone https://github.com/vteams/open-source-billing
cd open-source-billing
bundle install
yarn install
Copy config/config.yml.copy to config/config.yml to set your configurations. Edit config/config.yml with your own paypal settings:
paypal:
signature: YOUR_PAYPAL_SIGNATURE
business: YOUR_PAYPAL_BUSINESS
Edit config/config.yml with your own application settings:
app_host: APP_HOST_HERE # e.g. osb.mydomain.com
app_protocol: http
Using following command in terminal to get path of wkhtmltopdf library path that is already installed on system and then edit config/config.yml with your own application wkhtmltopdf path.
wkhtmltopdf_path: YOUR_WKHTMLTOPDF_PATH
To make smtp_settings, go to settings, open a company edit form by clicking on a company and provide your smtp details in Mail Config section.
Edit config/config.yml with your own QuickBooksApp’s oauth_consumer_key and oauth_consumer_secret.
quickbooks:
# QuickBooksApp's account key and secret
consumer_key: YOUR_QUICKBOOKS_APP_CLIENT_ID
consumer_secret: YOUR_QUICKBOOKS_APP_CLIENT_SECRET
Run following command on terminal to run application
rake secret
encryption_key: ENTER-YOUR-ENCRYPTED-KEY-HERE
rails db:create
rails db:migrate
rails db:seed
You need to start delayed_job for email delivery and other background tasks required for properly functionality of OSB by using following command
RAILS_ENV=production bin/delayed_job start
Once you successfully configured OSB, you can use the below credentials to login.
Email: <span id="cloak1a36824b07bcee77581f96f7957d6335">This email address is being protected from spambots. You need JavaScript enabled to view it.</span><script type="text/javascript">document.getElementById('cloak1a36824b07bcee77581f96f7957d6335').innerHTML='';var prefix='ma'+'il'+'to';var path='hr'+'ef'+'=';var addy1a36824b07bcee77581f96f7957d6335='admin'+'@';addy1a36824b07bcee77581f96f7957d6335=addy1a36824b07bcee77581f96f7957d6335+'opensourcebilling'+'.'+'org';var addy_text1a36824b07bcee77581f96f7957d6335='admin'+'@'+'opensourcebilling'+'.'+'org';document.getElementById('cloak1a36824b07bcee77581f96f7957d6335').innerHTML+='<a '+path+'\''+prefix+':'+addy1a36824b07bcee77581f96f7957d6335+'\'>'+addy_text1a36824b07bcee77581f96f7957d6335+'<\/a>';</script>
password: opensourcebilling
You should configure Apache, Nginx or any other web/application server of your choice to execute OSB in production mode. When a customer receive invoice/estimate through email, he will also receive a login link to see all of his invoices. By visiting that url he can login to his account or can create his account if he don’t have one.
Congratulations! You have successfully installed OpenSourceBilling on your system.
