crater-invoice/crater
Crater
Crater is an open source invoicing software and multi-tenant accounting system. It serves as a financial management tool for creating professional invoices and estimates, tracking business expenses, and managing the financial records of several distinct business entities within a single instance.
The platform integrates with payment processors to collect client payments automatically and provides a dedicated billing portal where customers can access their history and pay invoices online. It includes a template-based engine for generating PDF invoices and supports the automation of recurring subscription billing.
Broad capabilities include client management, the ability to define custom fields for business-specific information, and tools for monitoring payment statuses and overall profit margins.
Features
- Billing & Invoicing Systems - Provides a complete open-source system for managing professional invoicing, estimates, and business billing.
- Invoice Generation - Generates professional business documents including PDF invoices and estimates to request payments.
- Receivables Tracking - Monitors the lifecycle of billing documents to oversee revenue and track overdue payments.
- Billing Entity Management - Organizes and manages financial records for several distinct business entities within a single instance.
- Client Billing Management - Provides tools for creating and sending professional invoices and estimates to collect payments from clients.
- Multi-Entity Management - Enables managing the financial records and invoicing workflows for several distinct business entities within one instance.
- Online Payment Processing - Connects with payment processors to accept client payments directly through a web interface.
- Payment Gateway Integrations - Integrates with external payment processors to automatically collect client payments for issued invoices.
- Payment Records - Tracks incoming payments against issued invoices to identify outstanding balances and transaction statuses.
- Recurring Billing Automation - Automates the generation and delivery of invoices on fixed intervals for recurring services.
- Multi-Tenant Data Management - Implements a multi-tenant architecture that separates financial data by company identifiers to host multiple businesses.
- Data Partitioning Schemas - Separates business data by company identifiers to allow a single instance to host multiple distinct business entities.
- Document Customization - Adjusts the visual theme and layout of billing documents to align with brand identity.
- Billing Portals - Offers a dedicated interface for customers to access billing history and pay invoices online.
- Expense Trackers - Records outgoing costs to maintain a clear overview of business spending and profit margins.
- Document Generation Templates - Generates formatted PDF invoices by injecting dynamic business data into predefined templates.
- Customer Portals - Provides a dedicated web view where clients can access their invoices and manage account details.
- Task Schedulers - Schedules the automated generation of billing documents at fixed intervals for subscriptions.
- REST APIs - Integrates with external payment processors via RESTful APIs to synchronize transaction data.
- Business Operations - Invoicing and billing platform for freelancers.
- Finance and Accounting - Invoicing application for freelancers and small businesses.
- Finance & Billing - Invoicing application for freelancers and small businesses.
