InvoicePlane is an open source application built to offer free client management, invoicing and payment tracking that can be used by a freelancer or small to medium sized business.
This project is the official sucessor and owner of the codebase of FusionInvoice 1.x written by Jesse Terry. When FusionInvoice transformed into a commercial product with the release of version 2.x, it was restarted as new project with new name InvoicePlane.
In this tutorial we will learn how-to install InvoicePlane on Ubuntu 14.04 (Trusty Tahr) with Nginx, MySQL and PHP, known as LEMP stack.
We will go step by step installing InvoicePlane prerequisites before installing InvoicePlane.
We need to install these applications before installing InvoicePlane:
A fresh install of Ubuntu Server 14.04. You can use any ubuntu flavors but using ubuntu server will make sure your server have minimalist ubuntu installation so your system will not be loaded by unnecessary softwares.
Nginx. We use Nginx as reverse proxy for InvoicePlane. We will setup SSL certificate and http to https redirection on Nginx. SSL connections will be terminated on Nginx. We will also serve static assets like images, css, js from Nginx so only PHP files will be forwarded to php5-fpm.
MySQL Server 5.6. We use MySQL as a database. InvoicePlane requirement is actually only MySQL Server 5.x. If you have shared database that being used by multiple application and use older or newer version of MySQL 5.x, it should be fine.
PHP 5. We will use PHP 5 from php-fpm package. PHP 5 is needed because InvoicePlane is written in PHP. We also need these PHP libraries to be installed. Some of the libraries is
We will secure MySQL installation by running mysql_secure_installation.
Enter root password that we set on installation
NOTE: RUNNING ALL PARTS OF THIS SCRIPT IS RECOMMENDED FOR ALL MySQL
SERVERS IN PRODUCTION USE! PLEASE READ EACH STEP CAREFULLY!
In order to log into MySQL to secure it, we'll need the current
password for the root user. If you've just installed MySQL, and
you haven't set the root password yet, the password will be blank,
so you should just press enter here.
Enter current password for root (enter for none):
OK, successfully used password, moving on...
Since we already have root password set, answer this part with n
Setting the root password ensures that nobody can log into the MySQL
root user without the proper authorisation.
You already have a root password set, so you can safely answer 'n'.
Change the root password? [Y/n] n
Remove anonymous user to improve security, answer with Y.
By default, a MySQL installation has an anonymous user, allowing anyone
to log into MySQL without having to have a user account created for
them. This is intended only for testing, and to make the installation
go a bit smoother. You should remove them before moving into a
Remove anonymous users? [Y/n] Y
We also want remove root login from remote machine, answer with Y.
Normally, root should only be allowed to connect from 'localhost'. This
ensures that someone cannot guess at the root password from the network.
Disallow root login remotely? [Y/n] Y
Previously the test database created automatically by MySQL installation, but MySQL 5.6 does not create test database. We can still choose Y, it will throw error but that's fine.
By default, MySQL comes with a database named 'test' that anyone can
access. This is also intended only for testing, and should be removed
before moving into a production environment.
Remove test database and access to it? [Y/n] Y
- Dropping test database...
ERROR 1008 (HY000) at line 1: Can't drop database 'test'; database doesn't exist
... Failed! Not critical, keep moving...
- Removing privileges on test database...
The last step is to reload MySQL privilege table, answer with Y
Reloading the privilege tables will ensure that all changes made so far
will take effect immediately.
Reload privilege tables now? [Y/n] Y
All done! If you've completed all of the above steps, your MySQL
installation should now be secure.
Thanks for using MySQL!
Create a Database for InvoicePlane
Now we have a secure MySQL installation, it#s time to create database and user for InvoicePlane itself.
Login to MySQL using root credentials
$ mysql -u root -p
Welcome to the MySQL monitor. Commands end with ; or g.
Your MySQL connection id is 58
Server version: 5.6.30-0ubuntu0.14.04.1 (Ubuntu)
Copyright (c) 2000, 2016, Oracle and/or its affiliates. All rights reserved.
Oracle is a registered trademark of Oracle Corporation and/or its
affiliates. Other names may be trademarks of their respective
Type 'help;' or 'h' for help. Type 'c' to clear the current input statement.
Create a new database named invoiceplane using the command below:
Now restart php5-fpm service to apply the timezone configuration changes
$ sudo service php5-fpm restart
Back to the web browser, refresh the browser. Now we pass all the prerequisites.
Configure the database with the database name and credential that we created earlier. If you follow the steps above you can fill in
Hostname : localhost
Username : invoiceplane
Database : invoiceplane
and use the password of user invoiceplane that you set earlier. Click Continue. If one of the item that we fill in is not correct the button will changed to Try Again.
If the database configuration is correct we can continue to the next page that show database is successfully configured. Click Continue
This steps will install tables on the database.
Now let's create the email address and password that we will use to login to InvoicePlane. We can also configure company name or our name that will show on the InvoicePlane itself.
Configure our address.
Configure our contact.
Installation is complete.
Now when we go to InvoicePlane URL we will get login page. Login using email addres and password pair that we enter on the setup wizard.
InvoicePlane is ready, now we can create and manage invoices for our clients using invoiceplane.
HTTPS Only Configuration
Up to this point InvoicePlane is ready to be used. This section is optional but recommended since serving InvoicePlane using https will increase security for data transmitted from your computer to server that host InvoicePlane.
The configuration below will make Nginx serve both on http port and https port. When a request come to http port it will be redirected to https port.
We assume that you already get ssl certificate and the private key pair.
When using this configuration you need to change server_namessl_certificate and ssl_certificate_key lines below.
Before creating the configuration file. Let's create new directory to put ssl certificate.
$ sudo mkdir /etc/nginx/ssl
Put the ssl certificate and private key on /etc/nginx/ssl directory.
Disable previous configuration that serves the http only site.
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