# Invoicing system / invoiceplane / CRM - discussion and feedback
**URL:** https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73
**Category:** Systems
**Created:** [6 November 2018 12:06 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73 "2018-11-06T12:06:57Z")
**Posts on this page:** 18
**Page:** 2
### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [8 November 2018 21:34 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/21 "2018-11-08T21:34:20Z")
Another option?
## Dolibarr ERP & CRM
- Website: [https://www.dolibarr.org/](https://www.dolibarr.org/)
- Description: a modern and easy to use software package to manage your business (customers, invoices, orders, products, stocks, agenda, e-mailings, shipments…).
- Wiki: [https://wiki.dolibarr.org/](https://wiki.dolibarr.org/)
- Forum: [https://www.dolibarr.org/forum](https://www.dolibarr.org/forum)
- Repo: [https://github.com/Dolibarr/dolibarr](https://github.com/Dolibarr/dolibarr)
- License: [GNU General Public License v3.0](https://github.com/Dolibarr/dolibarr/blob/develop/COPYING)
- Add ons (marketplace): [https://www.dolistore.com/en/](https://www.dolistore.com/en/)
Potentially Dolibarr could take over a lot of functionality, there is a [ticket module](https://www.dolistore.com/en/modules/875-Ticket-management---support.html) and a [IMAP email fetcher](https://www.dolistore.com/en/modules/992-TicketFetcher.html) for it (both GPL V3 but for sale, €171). The stable install is [packaged as a .deb](https://sourceforge.net/projects/dolibarr/files/Dolibarr%20installer%20for%20Debian-Ubuntu%20%28DoliDeb%29/). Their [forum](https://www.dolibarr.org/forum) looks like a blast for the past after getting used to Discourse!
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [8 November 2018 22:05 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/22 "2018-11-08T22:05:34Z")
## webERP
- Website: [http://www.weberp.org/](http://www.weberp.org/)
- Description: a mature open-source ERP system providing best practise, multi-user business administration and accounting tools over the web.
- Forum: [http://www.weberp.org/forum/](http://www.weberp.org/forum/)
- Repo: [https://github.com/webERP-team/webERP](https://github.com/webERP-team/webERP)
- License: [GNU General Public License v2.0](https://github.com/webERP-team/webERP#legal)
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### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [8 November 2018 22:07 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/23 "2018-11-08T22:07:51Z")
I want to hide under the duvet after looking at some of the code [1] - a massive sprawl of global variable style, jQuery in php strings, lots of commented out code, and all seemingly untested code that handles payments 😕 … and 880 issues in the tracker.
To be fair I didn’t look at the code the other projects.
[1] [https://github.com/Dolibarr/dolibarr/blob/develop/htdocs/stripe/payment.php#L455](https://github.com/Dolibarr/dolibarr/blob/develop/htdocs/stripe/payment.php#L455)
---
### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [8 November 2018 22:10 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/24 "2018-11-08T22:10:59Z")
That really doesn’t surprise me, I fear webERP might be the same…
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [8 November 2018 22:24 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/25 "2018-11-08T22:24:07Z")
## Odoo
- Website: [https://www.odoo.com/](https://www.odoo.com/)
- Description: a suite of web based open source business apps.
- Repo: [https://github.com/odoo/odoo](https://github.com/odoo/odoo)
- License: [GNU Lesser General Public License v3.0](https://github.com/odoo/odoo/blob/12.0/LICENSE)
- Apps: [https://www.odoo.com/page/all-apps](https://www.odoo.com/page/all-apps)
Looks interesting, but I noted there are [900+ issues](https://github.com/odoo/odoo/issues) and [1k+ pull requests(!)](https://github.com/odoo/odoo/pulls).
---
### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [8 November 2018 23:11 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/26 "2018-11-08T23:11:20Z")
## ERPNext
- Website: [https://erpnext.com/](https://erpnext.com/)
- Description: Accounting, Inventory, Manufacturing, CRM, Sales, Purchase, Project Management, HRMS.
- Forum: [https://discuss.erpnext.com/](https://discuss.erpnext.com/) (Discourse 👍)
- Repo: [GitHub - frappe/erpnext: Free and Open Source Enterprise Resource Planning (ERP)](https://github.com/frappe/erpnext)
- License: [GNU General Public License v3.0](https://github.com/frappe/erpnext/blob/develop/license.txt)
This looks like the most promising option so far, see the [ERPNext for Services](https://erpnext.com/services) page. But [1.6k issues](https://github.com/frappe/erpnext/issues) but the [install looks OK](https://github.com/frappe/bench#manual-install) and it has a basic [command line interface](https://github.com/frappe/bench#basic-usage).
Video on how to set it up for different VAT rules for different countries:
[ ](https://www.youtube.com/watch?v=a8Eh4zLIrkU)
Loads more on their [YouTube video channel](https://www.youtube.com/channel/UCn3bV5kx77HsVwtnlCeEi_A/videos).
Here they differentiate themselves from systems such as Odoo and Dolibarr:
> ## 100% Open Source
>
> Unlike other open source business platforms, ERPNext is fully Open Source, because unlike them, we don’t think sustainability and open source live at odds.
>
> Most open source platforms in the ERP / CRM / E-Commerce space are **open core**. These communities makes money from _closed extensions_ and services to monetize their efforts. We believe this is not only wrong, but not sustainable.
>
> [https://erpnext.org/open-source](https://erpnext.org/open-source)
One the list of [ERPNext Service Providers](https://erpnext.org/service-providers) there is one based in the UK:
> **[Home - iX](https://www.ixeis.com/)**
>
> iX is your long-term digital partner, delivering innovative cloud business solutions and managed services with global expertise.
---
### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [9 November 2018 09:29 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/27 "2018-11-09T09:29:33Z")
Ooh erpnext does look pretty good. And python backend too. Tests. Modern libraries. Docs looks good too and lots of screenshots.
Supports [gocardless](https://erpnext.org/docs/user/manual/en/setting-up/integrations/gocardless-integration) too which is a nice low fee way to take payment.
(I originally sent this via email but it didn’t appear 😕 )
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [9 November 2018 10:09 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/28 "2018-11-09T10:09:12Z")
> [@nicksellen](#):
>
> (I originally sent this via email but it didn’t appear 😕 )
Thanks for testing that, I’d forgotten to do so, it is fixed now, see [this thread](https://members.webarchitects.coop/t/testing-replies-by-email/85).
---
### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [9 November 2018 10:10 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/29 "2018-11-09T10:10:07Z")
It has [good solid activity](https://github.com/frappe/erpnext/graphs/contributors) over the last 7 years and still looks like a modern product, so that’s good going!
Maybe we try setting up a demo instance to play around with?
I’m a bit confused that the [install instructions](https://github.com/frappe/bench#manual-install) don’t have any mention of which version you get, maybe it does something clever…
Odoo also looks quite good, but slightly less shiny (not very objective judgement…).
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [9 November 2018 10:21 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/30 "2018-11-09T10:21:33Z")
> [@nicksellen](#):
>
> Maybe we try setting up a demo instance to play around with?
Good idea, I’ll create a VM for this at some point today, do we want to follow the [manual install instructions](https://github.com/frappe/bench#manual-install) or do we want to use the [Docker version](https://github.com/frappe/frappe_docker/#frappe_docker)?
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### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [9 November 2018 10:33 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/31 "2018-11-09T10:33:12Z")
Switched to irc for discussion 🙂
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [9 November 2018 10:35 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/32 "2018-11-09T10:35:35Z")
> [@nicksellen](#):
>
> Odoo also looks quite good, but slightly less shiny (not very objective judgement…).
Agreed, but they used the model of a Free and open source core product but commercial, non-free apps, see [the app pricing page](https://www.odoo.com/pricing), I’m not opposed to paying for software but it would add up, for example we might need:
- CRM **16.0 EUR** / month
- Website **16.0 EUR** / month
- Invoicing **8.0 EUR** / month
- Sales **8.0 EUR** / month
- eCommerce **8.0 EUR** / month
- Accounting **16.0 EUR** / month
- Timesheet **8.0 EUR** / month
- Email Marketing **8.0 EUR** / month
- Subscription **16.0 EUR** / month
- Helpdesk **16.0 EUR** / month
That would come to €120 a month / €1,440 a year…
IRC, good plan 👍
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### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [9 November 2018 10:51 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/33 "2018-11-09T10:51:16Z")
A couple of forum posts about erpnext + UK tax:
- query about Making Tax Digital (no solution yet) - [https://discuss.erpnext.com/t/make-tax-digital-uk/36797](https://discuss.erpnext.com/t/make-tax-digital-uk/36797)
- someone in Leeds who uses it in conjunction with Xero - [https://discuss.erpnext.com/t/erpnext-users-in-uk/30372/14](https://discuss.erpnext.com/t/erpnext-users-in-uk/30372/14)
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [16 November 2018 23:39 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/34 "2018-11-16T23:39:07Z")
I just found [Ansible Playbooks](https://github.com/frappe/bench/tree/master/playbooks) for ERPNext and loads of [Ansible Roles](https://github.com/frappe/bench/tree/master/playbooks/roles), I need to spend some time looking through these, we might not need to reinvent the wheel… however I’m not so keen on things like their [MariaDB tasks](https://github.com/frappe/bench/blob/master/playbooks/roles/mariadb/tasks/debian.yml), and [Nginx tasks](https://github.com/frappe/bench/blob/master/playbooks/roles/nginx/tasks/setup-Debian.yml) which don’t use the Stretch packages, they use upstream ones, it looks it is written for Jessie.
I also found a [ERPNext Administrators Guide](https://jwrober.github.io/erpnext_admin_guide/) (but most of it is still to be written), here is [the install documentation](https://jwrober.github.io/erpnext_admin_guide/i-u-b/bench) and a [list of packages needed](https://jwrober.github.io/erpnext_admin_guide/i-u-b/software) from this guide,
Here is [the ERPNext manual](https://erpnext.org/docs/user/manual/en) and here is the [Bench quick reference guide](https://github.com/frappe/bench/wiki/Quick-Reference-Guide).
---
### Author:  [@nicksellen](https://members.webarchitects.coop/u/nicksellen)
#### Post date: [19 November 2018 19:25 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/35 "2018-11-19T19:25:38Z")
I created a GitHub issue for it ----\> [https://github.com/frappe/erpnext/issues/16025](https://github.com/frappe/erpnext/issues/16025)
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### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [23 November 2018 16:24 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/36 "2018-11-23T16:24:35Z")
@Jonathan found this article:
> **[Lords slam Making Tax Digital rollout](https://www.accountingweb.co.uk/tax/hmrc-policy/lords-slam-making-tax-digital-rollout)**
>
> \-------- A LORDS COMMITTEE HAS CALLED FOR A DELAY OF AT LEAST ONE YEAR TO THE MANDATORY ROLLOUT OF MAKING TAX DIGITAL FOR VAT, ASSERTING THAT HMRC
So that _might_ give us some breathing space…
> “Small businesses will not be ready for this significant change to their practices if it is introduced on 1 April, particularly with Brexit taking place three days earlier,” said Lord Forsyth. “The government must delay its introduction.”
I have a new ERPNext install up and running at [erpnext.webarch.co.uk](https://erpnext.webarch.co.uk/) and expect that it’ll be ready for some more testing next week, I’m very hopeful that we will be able to use ERPNext for:
- Invoicing
- Ticketing / issues
- Timesheets
- Generating our website
- Online ordering and payments
But we need to play with it some more before committing to it…
We have some issues to work through on GitLab:
> **[Issues · webarch / ERPNext · GitLab](https://git.coop/webarch/erpnext/-/issues)**
>
> Ansible roles to install ERPNext on Debian.
I expect that by the next management committee meeting, which is on 12th December 2018, we will be in a position to make a decision regarding the use of ERPNext.
---
### Author:  [@chris](https://members.webarchitects.coop/u/chris)
#### Post date: [4 December 2018 21:32 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/37 "2018-12-04T21:32:22Z")
Looking at the services offered by [nube.coop they have a open source CRM offering](https://www.nube.coop/hosting/trytonerp-como-servicio), Tryton:
# Tryton
> **[Modularity, scalability & security for your business](https://www.tryton.org/)**
>
> TRYTON is business software, ideal for companies of any size, easy to use, complete and 100% Open Source.
- Website: [https://www.tryton.org/](https://www.tryton.org/)
- Forum: [https://discuss.tryton.org/](https://discuss.tryton.org/) (Discourse)
- Repo: [https://hg.tryton.org/](https://hg.tryton.org/) (Mercurial)
- Issues: [https://bugs.tryton.org/](https://bugs.tryton.org/)
- License: [GNU General Public License v3.0](https://hg.tryton.org/tryton/file/default/LICENSE)
- Apps: [https://pypi.org/search/?c=Framework+%3A%3A+Tryton](https://pypi.org/search/?c=Framework+%3A%3A+Tryton)
---
### Author:  [@kate](https://members.webarchitects.coop/u/kate)
#### Post date: [5 December 2018 12:50 UTC](https://members.webarchitects.coop/t/invoicing-system-invoiceplane-crm-discussion-and-feedback/73/38 "2018-12-05T12:50:02Z")
[https://coopiteasy.be/gestion-de-cooperative/](https://coopiteasy.be/gestion-de-cooperative/) is building ontop of odoo … tools to provide a internal IT systems for coops I think
Also a Making Tax Digital seems to be on the odoo roadmap
> **[UK - Odoo & TAX - Making Tax Digital - MTD](https://www.odoo.com/forum/help-1/question/uk-odoo-tax-making-tax-digital-mtd-133962)**
>
> Here in the UK the tax man (HMRC) are about to take, one great big firm grasp of ones Go-nads \[1\] !
> From April 2019, businesses that are registered for VAT and have turnover above the VAT registration threshold of £85,000 will be required to keep...
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