InvoiceOps is a professional, self-hosted multi-tenant invoicing and billing SaaS application built with Next.js, React, TypeScript, Prisma, and PostgreSQL.

It is designed for freelancers, agencies, service businesses, and small teams that need a complete invoicing system with invoices, quotes, recurring billing, client management, product/service catalog, payments, expenses, reporting, and a client portal in one ready-to-install package.

The application includes a modern responsive dashboard, secure authentication, organization-based data separation, PDF invoice generation, Stripe and PayPal payment support, SMTP email delivery, backup tools, admin monitoring, setup wizard, and detailed buyer documentation.

InvoiceOps is not just a starter template. It is a complete commercial product package that can be installed on a Node.js-capable VPS, Docker environment, Railway, DigitalOcean App Platform, or Vercel with the correct PostgreSQL and storage configuration.

• Modern multi-tenant invoicing SaaS application
• Built with Next.js, React, TypeScript, Prisma, PostgreSQL, and Tailwind CSS
• Secure authentication and organization-based data isolation
• Dashboard with revenue, expenses, overdue invoices, charts, and business insights
• Client management with contact details, tax IDs, invoice history, and statements
• Invoice creation with line items, taxes, discounts, statuses, PDF export, and email sending
• Quote management with public accept/reject links and quote-to-invoice conversion
• Recurring invoices with daily, weekly, monthly, quarterly, and yearly schedules
• Products and services catalog with pricing, SKU, tax defaults, and CSV import support
• Expense tracking with vendors, categories, amounts, dates, and receipt upload support
• Stripe, PayPal, and manual payment tracking
• Client portal with magic-link access, invoice viewing, and payment pages
• Reports for sales, payments, taxes, receivables, profit and loss, clients, and items
• Business settings, tax presets, localization, reminders, invoice templates, and portal settings
• Admin panel with organization management, health checks, logs, backups, and license tracking
• Manual and cron-ready automated backup support
• SMTP email configuration for invoice emails and notifications
• S3-compatible object storage support for stateless deployments
• Setup wizard for first-time installation and admin account creation
• Buyer documentation included
• Docker files included for repeatable deployment packaging

• Node.js 20.x minimum, Node.js 22.x recommended
• npm 10.x or latest stable version
• PostgreSQL 14+ minimum, PostgreSQL 16+ recommended
• Windows 10/11, macOS 11+, or Linux for development
• Linux VPS or Node.js-capable hosting recommended for production
• Required environment variables: DATABASE_URL, NEXTAUTH_URL, NEXTAUTH_SECRET, NEXT_PUBLIC_DEMO_MODE, and STORAGE_PROVIDER
• Optional Stripe credentials for card payments
• Optional PayPal credentials for PayPal payments
• Optional SMTP credentials for sending invoice emails and notifications
• Optional Redis URL for stronger rate limiting across restarts or multiple instances
• Optional S3-compatible storage for Vercel or other stateless/serverless platforms
• CRON_SECRET recommended before exposing scheduled endpoints for recurring invoices, reminders, backups, or license revalidation

Not supported: shared hosting panels, MySQL buyer installs, SQLite buyer installs, and stateless file-dependent deployments without object storage.

1. Upload or extract the InvoiceOps project files on your server or local machine.
2. Install Node.js, npm, and PostgreSQL if they are not already installed.
3. Open the project folder in your terminal.
4. Run npm install to install dependencies.
5. Create an empty PostgreSQL database for InvoiceOps.
6. Copy .env.example to .env.
7. Set the required values in .env, especially DATABASE_URL, NEXTAUTH_URL, NEXTAUTH_SECRET, NEXT_PUBLIC_DEMO_MODE, and STORAGE_PROVIDER.
8. Run npx prisma generate.
9. Run npx prisma db push to initialize the PostgreSQL schema.
10. Start development mode with npm run dev, or build for production with npm run build and then run npm start.
11. Open the application URL in your browser.
12. Go to /setup, validate the database connection, create the first admin account, and finish setup.
13. After setup, configure business profile, branding, tax presets, SMTP, Stripe or PayPal, portal settings, recurring invoices, cron protection, and backups.

Update instructions: before applying updates on a live installation, create a backup. Then run npm install, npx prisma generate, npx prisma db push, and npm run build, then restart the application.