The Billing & Invoicing add-on provides a comprehensive billing system — create invoices, track payments, issue credit notes, manage recurring invoices, handle quote requests, and log expenses from a single admin panel.
Pricing: This is a paid add-on, available from the Larapen Marketplace.
Key Features
- Invoice management — Create professional invoices with line items, tax rates, discounts, and due dates. Automatic invoice numbering with configurable prefix. Send invoices by email with public payment links.
- Payment tracking — Record payments against invoices (partial or full). Track payment methods, dates, and references.
- Credit notes — Issue credit notes with line items linked to original invoices for refunds and adjustments, with a full audit trail.
- Recurring invoices — Set up automatic recurring invoices with flexible frequencies: weekly, monthly, quarterly, or yearly. Optionally auto-send generated invoices.
- Quote system — Receive quote requests from visitors through a front-end form, create detailed proposals with line items, and convert accepted quotes to invoices. Quote categories help organize requests.
- Customer management — Maintain a customer database with billing details, addresses, and contact information. Optionally link customers to site user accounts.
- Products & services catalog — Define reusable products and services with descriptions and default prices for quick invoice and quote creation.
- Tax rates — Configure multiple tax rates (VAT, GST, sales tax) and apply them per line item.
- Expense tracking — Log business expenses with categories, amounts, dates, and receipt attachments. Optional approval workflow for expenses.
- PDF generation — Generate PDF invoices and quotes with your company logo and footer. Share token-based public links for customers to view and pay.
- Billing dashboard — Overview of total revenue, outstanding invoices, overdue payments, total expenses, a 12-month revenue chart, and recent activity panels.
Admin Panel
| Section | Description |
|---|---|
| Dashboard | Billing overview — summary cards (revenue, outstanding, overdue, expenses), 12-month revenue chart, and activity panels. |
| Invoices | Create, view, edit, send, and manage invoices with line items, taxes, and discounts. |
| Payments | Record and track payments against invoices (partial or full). |
| Credit Notes | Issue and manage credit notes linked to original invoices. |
| Recurring Invoices | Set up and manage automatic recurring invoices with configurable frequencies. |
| Customers | Manage billing customers and their contact details. |
| Products & Services | Catalog of billable products and services with default prices. |
| Tax Rates | Configure tax rates used on invoices and quotes. |
| Expenses | Log and categorize business expenses with receipt attachments. |
| Expense Categories | Manage expense categories for reporting. |
| Quote Requests | Review incoming quote requests from visitors. |
| Quote Proposals | Create and send detailed proposals; convert accepted quotes to invoices. |
| Quote Categories | Organize quote requests into categories. |
| Settings | Configure company details, invoice numbering, payment terms, tax settings, recurring preferences, expense approval, PDF layout, and notification preferences. |
Front-end
- Quote request form for visitors to submit project inquiries with attachments.
- Public invoice view via token-based links — customers can view and pay invoices online.
- Public quote view — customers can review and accept/reject proposals.
- Online payment integration via active payment gateway add-ons (Stripe, PayPal, etc.).
Dependencies
None — the Billing add-on works independently. It uses barryvdh/laravel-dompdf (included) for PDF generation. If a payment gateway add-on (Stripe, PayPal, etc.) is active, invoices can be paid online.
Ideal for
- Freelancers and agencies invoicing clients.
- Small businesses tracking revenue and expenses.
- Service businesses receiving quote requests from potential clients.
- SaaS companies managing subscriptions and recurring billing.
- Service providers needing professional invoice and quote generation.