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guide_invoiceplane.rst

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.. author:: Thomas Johnson <https://johnson.tj/>
.. tag:: lang-php
.. tag:: accounting
.. tag:: web
.. tag:: audience-business

Logo

_static/images/invoiceplane.png

InvoicePlane

.. tag_list::

InvoicePlane is a self-hosted open source application for managing your quotes, invoices, clients and payments.


Note

For this guide you should be familiar with the basic concepts of

Prerequisites

We’re using :manual:`PHP <lang-php>` in the stable version 8.1:

[isabell@stardust ~]$ uberspace tools version show php
Using 'PHP' version: '8.1'
[isabell@stardust ~]$

Your website domain needs to be set up:

Installation

To install InvoicePlane we download the current version from the official website. cd to your :manual:`DocumentRoot <web-documentroot>` so the zip file will be under your html. After unzipping, we need to move all files one level up, out of the directory ip.

[isabell@stardust ~]$ cd /var/www/virtual/$USER/html/
[isabell@stardust html]$ wget https://www.invoiceplane.com/download/v1.6.1
[isabell@stardust html]$ unzip v1.6.1
[isabell@stardust html]$ rm v1.6.1
[isabell@stardust html]$ mv ip/{.,}* .
[isabell@stardust html]$ rm -rf ip
[isabell@stardust html]$

Create a database for the application:

[isabell@stardust html]$ mysql -e "CREATE DATABASE ${USER}_invoiceplane"
[isabell@stardust html]$

Configuration

Enable the URL rewriting rules with the provided htaccess file.

[isabell@stardust html]$ mv htaccess .htaccess
[isabell@stardust html]$

Now copy the configuration template and open it in an editor.

[isabell@stardust html]$ cp ipconfig.php.example ipconfig.php
[isabell@stardust html]$

Important: You must prepend the first line in the file with a hash sign ("#"), otherwise the application fails to load.

# <?php exit('No direct script access allowed'); ?>

Now change the following lines in the configuration file and fill in your settings:

IP_URL=https://isabell.uber.space
REMOVE_INDEXPHP=true
DB_HOSTNAME=localhost
DB_USERNAME=isabell
DB_PASSWORD=MySuperSecretPassword
DB_DATABASE=isabell_invoiceplane

After the installation you need to open https://isabell.uber.space/setup in your browser to finish your setup. In that step, the database tables get created and you'll setup an admin user for your installation.

Note

After completing the web-based setup above, you need to disable the setup script. To do so, replace the line DISABLE_SETUP=false with DISABLE_SETUP=true in your ipconfig.php file.

Updates

Check InvoicePlane's stable releases for the latest versions. If a newer version is available, you should manually update your installation.

Backup your ipconfig.php file, delete everything else in your html directory.

[isabell@stardust ~]$ cd /var/www/virtual/$USER/html/
[isabell@stardust html]$ cp ipconfig.php ~
[isabell@stardust html]$ rm -rf * .*
[isabell@stardust html]$

Proceed with the installation steps from here and move back your config file.

[isabell@stardust html]$ mv ~/ipconfig.php ./
[isabell@stardust html]$

Finish the update by opening https://isabell.uber.space/setup in your browser.


Tested with InvoicePlane 1.6.0 and Uberspace 7.15.1

.. author_list::