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Welp: Invoice Management

Welp is an open source, user-friendly invoice management system designed to streamline your billing process. Create dynamic invoices in just a few clicks and manage your customers effortlessly through an intuitive dashboard.

Features

  • Quick and easy invoice creation
  • Customer management system
  • Direct invoice sending to customers
  • Invoice history and retrieval
  • Multiple authentication options (Apple, Google, Slack, Email)
  • Organization and team support
  • Account management and security features

Installation

No installation is required. Welp is a web-based application accessible through your browser. Although I am considering developing Welp in electron to provide a desktop version too!

Usage

  1. Visit the Welp dashboard
  2. Sign up using one of the supported authentication methods:
    • Apple
    • Google
    • Slack
    • Email address

Authentication Options

  1. Once logged in, add your bank account information (or use placeholder data for privacy)
  2. Start adding customers and creating invoices

Creating Invoices

  1. Navigate to the invoice creation page
  2. Select a customer from your list
  3. Add invoice details:
    • Subject/Title
    • Items (unlimited number)
    • Item price/rate/quantity
  4. Save, download, or email the invoice directly from the dashboard

Invoice Creation

Customer Management

Welp allows you to efficiently manage your customer database:

  • Add new customers
  • View and edit customer information
  • Associate customers with invoices

Customer Management

Account Management

Access account settings through the top right corner of the website to:

  • View login sessions across devices
  • Change username and profile photo
  • Add or remove email addresses
  • Connect multiple authentication methods
  • Manage passwords
  • Create and manage organizations (teams of up to 5 members)

Account Management

Authentication and Security

Welp uses Clerk for authentication and account management. Please note that the login/signup component is not customizable from the repository and is only accessible through the associated Clerk account.

Feedback and Support

Last but not least, If you have any suggestions, feature requests, or encounter any issues, please don't hesitate to reach out.