Complete feature set
NexInvoice features for self-hosted billing
NexInvoice is a self-hosted PHP invoicing script for agencies, freelancers, and product teams. You get invoices, quotations, recurring billing, public pay links, and a client portal without renting another SaaS forever.
Unlike cloud-only billing tools, NexInvoice runs on your PHP + MySQL server. You control the data, branding, and payment gateways. The admin is calm and progressive: common tasks stay upfront, advanced options appear when you need them.
Who NexInvoice is for
- Agencies that send quotes, collect deposits, and deliver project work
- Freelancers who need professional invoices and public pay links
- Product teams that want recurring retainers without a SaaS lock-in
- Envato / CodeCanyon buyers looking for a complete, installable PHP script
Core billing capabilities
Create quotations and convert accepted quotes into invoices. Split large jobs with milestone payments. Issue credit notes, record partial payments, schedule recurring invoices, and send reminders when balances go unpaid. Every payment lands in a clear ledger across Stripe, PayPal, bank transfer, and optional Razorpay or Mollie addons.
Client experience built in
Clients can pay from a public pay page without creating an account, or sign in to a branded portal for invoices, quotations, projects, and support tickets. After payment, NexInvoice can open a project automatically so delivery stays tied to the invoice.
Explore related guides: billing engine, portal & pay, projects & tickets, and addons & updates.
Feature catalog
Quotations
Draft, send, and track accept / decline / expired. Accept can create an invoice in one step.
- PDF-ready quotes
- Public quote links
- Status tracking
Quote forms
Public lead intake that creates draft quotations for you to price and send.
- Drag-and-drop fields
- Iframe embed
- Rate limit + honeypot
Invoices
Draft → send → partial / paid / overdue / void with public pay tokens.
- Line items, tax, discount
- Duplicate & void
- Tokenized pay links
Milestone payments
Split an invoice into staged amounts. Clients pay the next open milestone by default.
- One-time or staged
- Portal + public pay
- Accurate balances
Credit notes
Issue credits linked to invoices. Issuing reduces the invoice balance cleanly.
- Draft → issued / void
- PDF downloads
- Clear audit trail
Recurring billing
Schedules generate invoices from template line items via cron.
- Pause / resume / run now
- Shared-hosting cron
- End date support
Payments & ledger
Multiple payments per invoice with history across gateways and test mode flags.
- Stripe, PayPal, bank
- Razorpay & Mollie addons
- Partial payments
Refunds
Refund all or part of a payment; milestone credits unwind correctly.
- Gateway refunds
- Offline recording
- Client refund requests
Reminders & recovery
Scheduled payment reminders plus abandoned invoice recovery emails.
- Before / after due
- Configurable follow-ups
- Tracks pay-link views
Clients & catalog
Client profiles with portal invite and simple billable items.
- Tags
- Requirements forms
- Service contracts
Invoice appearance
Eight professional template packs with logo, colors, typography, and PDF options.
- Live HTML preview
- Paper & signature
- Optional custom CSS
Client portal
Logged-in clients view invoices, quotes, payments, projects, and tickets.
- Open balances
- Pay online
- Accept / decline quotes
Public pay
Trust-focused /pay/{token} pages with company identity and secure CTA.
- No account required
- Gateway choices you enable
- Thanks confirmation
Projects & messaging
Paid invoices can open a project with a shared message thread.
- Requirements gate
- Internal staff notes
- Delivery dates
Support tickets
One active ticket per paid invoice with reply thread and staff-only notes.
- Priorities
- Numbered TKT-#####
- Portal + admin
Insights & reports
Revenue trends, status mix, gateway mix, top clients, aged receivables, CSV export.
- Date range compare
- Quote conversion
- Ticket counts
Currencies & tax
Base currency at install, multi-currency settings, and country tax zones.
- Rates & native charge
- Tax defaults + zones
- Installer currency select
Email & templates
SMTP settings plus editable invoice, quote, reminder, and notification templates.
- From name / address
- Log mailer for demos
- Template editor
White label
Admin and portal identity: logos, system name, accent colors and fonts.
- Dark sidebar logo
- Login / email logos
- Reset to defaults
Security & access
Admin + staff roles, activity log, optional Google OAuth, captcha, 2FA support.
- Staff billing menus
- Turnstile or reCAPTCHA
- Rate-limited login
Addons & updater
Install addon ZIPs and upload script updates with migrations & cache clear.
- Payment addons included
- Compatibility checks
- Remote update ready
Web installer
Requirements → license → database → company & admin → finish.
- No Node in production
- Prebuilt assets
- Subdirectory friendly