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Systematic Invoice

First steps

Open or create a database

Systematic Invoice keeps everything in one database: your businesses, clients, items, invoices, quotes and settings. The first screen asks which one to use.

  • Local: a file on your computer (SQLite). It works with no internet at all. Choose Create new database, give it a name and pick where to save it, or open one you already have. Databases you used recently are listed for one-click opening.
  • Server: a PostgreSQL database on your network or your own server, for a team. Enter the host, port, database name, user and password, choose Test connection, then connect. Recent connections are listed too, without their password: for your safety the password is never stored, so you type it again each time.

Read more in Your data.

Switch databases

You never need to restart the app. Choose Log out at the bottom of the menu to return to the database screen, then open another file or connect to another server. Keeping one database per company, or one for tests, is simple.

Find your way around

The menu on the side holds every screen, in the order you use them:

  • Dashboard: what you invoiced, collected and are still owed.
  • Invoices and Quotes: your documents.
  • Presets, Style Profiles and Layouts: how new documents start and how they look.
  • Banks & wallets, Items, Currencies, Units, Categories, Clients and Businesses: your records.
  • Reports and Settings.

The ☰ button at the top narrows the menu to its icons, for more room, and opens it again.

Quotes, presets, style profiles and reports can each be turned off in Settings, and their screens leave the menu.

Set up in five minutes

  1. In Settings → Language & Format, choose your language, how amounts and dates are written, and your default currency. Choose the currency before your first invoice: once you have documents it is locked.
  2. In Businesses, add your business with its address, VAT number and logo.
  3. In Banks & wallets, add where your clients pay you.
  4. Add a few Clients and Items, or import them from Excel.
  5. Open Invoices, choose Add, and make your first invoice.

The Invoices page explains every part of the form.