OpenSourceBilling

OpenSourceBilling is a simple web application to create and send invoices, receive payments, manage clients and companies. It generates reports of Item sales, payments, and collected revenues. It supports multi languages and multi currencies. This application is developed in Ruby on Rails v6.0.2.2. and Ruby v2.7.1. This document describes OSB application setup on Ubuntu 14.04 LTS machine and Windows OS 10.

Features

• Attractive, responsive and adaptive user interface
• A nice looking dashboard with graph and key metrics
• Create and send invoices to your clients
• Recurring invoices
• Export invoices to PDF
• Create and send estimates to your clients
• Convert estimate to invoice
• Export estimates to PDF
• Receive payments against sent invoices
• Partial payments tracking
• Receive payments through Paypal and credit card
• Filters for listing pages
• Full text search feature using elastic search
• Time Tracking for running projects
• Generate invoice from project log hours
• Manage billing for your multiple sister companies under one account
• Import data from Freshbooks and QuickBooks
• Reports like Payments Collected, Aged Accounts Receivable, Revenue By Client, Items Sales and more to come
• Customer portal

Try Demo here

Caveats

This is 2.0 release. You may contribute by having any suggestion or reporting the bugs you find.

Installation step - Ubuntu

Step-1. Dependencies

1.1 MySQL

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

1.2 Git

Git is version control system we used for OSB. Run the following command to install git.

sudo apt-get install git

Step-2. Ruby Installation Using RVM

2.1 Dependencies for Ruby

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

2.2 Ruby using RVM (development version)

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

2.3 Installing Bundler

Bundler is a tool that allows you to install multiple gem versions, run this command to install bundler:

gem install bundler

Installation - Windows

Step-1. Dependencies

1.1 MySQL

Download Mysql libraries and dependencies from mysql windows installer https://dev.mysql.com/downloads/windows/installer/5.7.html

1.2 Git

Git is version control system we used for OSB. Visit the following link to download git installer. After downloading please double click to open exe and follow the steps asked for installations.

https://git-scm.com/download/win Make sure you download the correct file based on your OS bit system i.e 32 or 64.

Step-2. Ruby Installation Using Ruby Installer

2.1 Ruby Installer

To install ruby on windows operating system we need rubyinstaller. Since there is no ruby version control system for windows so have to download correct version from the link below.

Steps:

First -> Visit the link: https://rubyinstaller.org/downloads/

Second -> Download ruby 2.7.1 from the options

Third -> After downloading installer open the package exe and follow the instructions to install ruby.

2.2 Installing Bundler

Bundler is a tool that allows you to install multiple gem versions, run this command to install bundler:

gem install bundler

Step-3. Configurations

3.1 Clone Application Code

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

3.2 Navigate to Project Directory

cd open-source-billing

3.3 Installing Gems

bundle install

3.4 Installing Yarn

yarn install

3.5 Configuration PayPal (Optional, for paypal payments integration)

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

3.6 Configuration Application host and protocol

Edit config/config.yml with your own application settings:

app_host: APP_HOST_HERE # e.g. osb.mydomain.com
app_protocol: http

3.7 PDF configuration

Using following command in terminal to get path of wkhtmltopdf library path that is already installed on system.

which wkhtmltopdf

Edit config/config.yml with your own application wkhtmltopdf path.

wkhtmltopdf_path: YOUR_WKHTMLTOPDF_PATH

3.8 SMTP configuration

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.

3.9 QuickBooks configuration

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

3.10 Secret key configuration

Run following command on terminal to generate secret key

 rake secret

copy this (newly generated) secret key from terminal and past it to the value of encryption_key in config.yml file.

 encryption_key: ENTER-YOUR-ENCRYPTED-KEY-HERE

3.11 Configuring Database

Copy config/database.yml.copy to config/database.yml and set your mysql username/password. After that run following command from terminal to create MySQL database specified in database.yml file.

rails db:create

3.12 Tables schema and seeding

rails db:migrate

Loading default values in database

rails db:seed

Step-4. Run

4.1 Background Services

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=development  bin/delayed_job start

4.2 Development Environment

Your application is ready to use. Run rails server using following command:

rails server

and use your application in browser by typing in url: localhost:3000

4.2 Production Environment

You can also configure Apache, Nginx or any other web/application server of your choice to execute OSB in production mode.

Login credentials

Once you successfully configured OSB, you can use the below credentials to login.

Email: [email protected]
password: opensourcebilling

You can immediately change the credentials once you successfully logged in.

Customer Portal

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.

Contributing

1. Fork it
2. Create your feature branch (git checkout -b my-awesome-feature)
3. Commit your changes (git commit -am 'Added some feature')
4. Push to the branch (git push origin my-awesome-feature)
5. Create new Pull Request

Contact Information

Mia Mian +1 (858) 586 7777

E-mail: [email protected] | [email protected] | [email protected]

Homepage: http://www.opensourcebilling.org/