qBilling

qBilling — Multi-Tenant SaaS CRM, Billing & Business Management Platform

qBilling has grown far beyond an invoicing script. It is now a full CRM-centered business management platform: Lead → Contact/Company → Deal → Project → Timesheet → Invoice → Payment → Renewal, in one connected app. It ships in two commercial modes from the same codebase, with no code fork required:

• Mode A — Self-Hosted Core (CodeCanyon): one active business, installed on your own server via a guided web installer.
• Mode B — SaaS Platform: unlimited tenants on one install, with a dedicated Platform Admin console for packages, billing, and tenant lifecycle — launch your own “qBilling-as-a-Service” business.

Built on Laravel 13 + PHP 8.4, with the entire UI rebuilt on Inertia.js v3 + React 19 and the Tabler design system.

Live Demo: https://qbilling.quantiklab.com/login
Documentation: https://documentation.quantiklab.com/qbilling/

Four Isolated Application Surfaces

qBilling separates concerns into four distinct, independently-authenticated surfaces so a leak in one can never reach another:

1. Public / Marketing Site — built entirely with the drag-and-drop Page Builder.
2. Tenant Staff App — CRM, sales, projects, billing, HR/payroll, support, reports, settings.
3. Customer Portal — a branded, white-labelable login for your tenants’ own customers.
4. Platform Admin — the operator console for whoever runs the whole SaaS.

What Business Owners / Tenant Admins Get

CRM Core

• Contacts & Companies, decoupled from billing so one person can belong to many deals
• Lead capture with a Kanban board and a daily, automatically-recalculated lead score
• Deal/Pipeline Kanban board with per-stage totals
• Deal → Project → Invoice automation — moving a Deal to “Won” auto-creates the Project and Sales Invoice
• Customer 360 view — one page merging invoices, payments, projects, proposals, contracts and a live activity timeline per Company
• Goals & KPI tracking against real, live-computed data (never a cached snapshot)

Sales & Billing

• Sales Invoices with custom per-product tax and discount rates, PDF generation, and inline paid/unpaid status
• Quotes, one-click convertible into Invoices
• Proposals — narrative sales documents with public no-login links and Draft/Sent/Viewed/Accepted/Declined tracking
• Contracts with types, value, auto-renew, and a proactive “Expiring Soon” panel
• Recurring Customer Subscriptions — automatic scheduled billing with MRR reporting
• Purchase Orders integrated straight into Inventory
• Multi-currency support, custom Payment Terms, and one-click “Pay Now” links

Inventory

• Live stock levels, cost/retail pricing, categories and multi-warehouse tracking
• Stock-value reporting with top-product breakdowns

Accounting

• Bank/cash Accounts with running balances, full Transaction ledger, Balance Sheet and Account Statement reports
• Sales, Purchases and Expenses post straight into the ledger

Projects, Tasks & Timesheets

• Projects with milestones, templates and multiple views
• Tasks with dependencies across every project
• A persistent start/stop Timer visible from the top bar, plus manual time entry and a billable flag
• “Generate invoice from unbilled time” — turns tracked hours straight into a Sales Invoice

Support Desk

• Ticketing with Departments, Services and SLA Policies
• Canned Replies and inbound Email Piping
• Live SLA-breach tracking in the Support report

HR & Payroll (Professional/Enterprise entitlement)

• Full salary structure management: salary components, prorated components, and tenant-configurable tax rules/slabs
• Payroll processing engine with a mandatory approval workflow and separation-of-duties enforcement
• Attendance capture, Leave management, Overtime, Bonuses/Incentives
• Employee Loans and Salary Advances with installment schedules
• Auto-generated Payslips and automatic General Ledger posting on each payroll run
• Dedicated Payroll dashboard and reports

AI Assistant (Bring Your Own Key)

• Connect your own OpenAI, Anthropic, Google Gemini, or any OpenAI-compatible key — qBilling never meters or bills your AI usage
• A persistent chat drawer that answers questions against your live data (“which invoices are overdue?”) using real tool calls, not guesses
• Draft-only write actions — the assistant proposes an invoice, task, expense, lead or deal-stage move as a reviewable card; nothing is created until you click Apply
• Dashboard Insights — a daily, auto-refreshing “what needs attention” digest

Automation Engine

• Trigger → Condition → Action rule builder (deal won, ticket created, SLA breach, and more)
• Run-count and active/inactive tracking per rule

Page Builder

• Drag-and-drop section/component builder used to construct the entire public marketing site — home page, pricing, and any number of custom pages/menus
• Publish/unpublish per page, fully manageable from the tenant’s or platform’s own admin — no code deploy needed to change the public site

Communication & Knowledge

• Communication Hub — a shared inbox for email-piped conversations with internal notes and “create Lead from this conversation”
• Company Newsfeed — pinnable, role-restrictable internal announcements
• Knowledge Base with public/internal visibility per article (public articles surface directly in the Customer Portal)
• WhatsApp & SMS automated overdue-invoice reminders (Twilio + Meta WhatsApp Cloud API)

Platform & Extensibility

• Public REST API (/api/v1) with personal access tokens
• Outbound Webhooks — HMAC-signed, retried on failure, for CRM events like deal-stage changes, tickets and SLA breaches
• Custom Fields on Leads, Deals, Contacts and Sales Invoices — no code required
• Fine-grained, per-permission Role matrix plus named Custom Roles
• Full Activity Log audit trail on every create/update/delete
• Delegated Company Portal Admin — a customer-side admin who can invite and manage their own company’s portal members

Reports

12 report pages, every one paired with a real Recharts chart: Income, Expense, Income vs Expense, Sales, Purchase, Inventory Stock, Balance Sheet, Account Statement, CRM Pipeline, Support, Subscriptions (MRR trend) and Goals.

What Customers Get — the Customer Portal

A completely separate, brandable login (/portal/login) — no route ever bridges a staff session into it or back:

• Dashboard — outstanding balance, lifetime paid, open invoice count
• Read-only Invoices, Projects, Proposals and Contracts scoped to their own company
• Raise and track their own Support Tickets
• Help Center — public Knowledge Base articles only; internal articles 404 with no ID leak
• White-label branding — logo, color and display name, when the tenant’s package includes it

Running It as a SaaS — the Platform Admin Console

This is qBilling’s biggest evolution: run your own multi-tenant billing SaaS out of the box.

• Tenant lifecycle — create, suspend, archive tenants; cross-tenant status counts, MRR/ARR, failed payments and churn on a live dashboard
• Packages & Entitlements — pricing tiers, trial lengths, and feature/limit grants, all editable without a deploy — Payroll, AI, WhatsApp/SMS, White-Label Portal, API access, and every module gate lives here as data, not code
• Impersonation — securely log in as any tenant user for support, with a required reason, 1-hour auto-expiry, and a full impersonation history log; correctly routes staff users into the staff app and customers into their own Portal account
• Platform Reports — 12-month MRR trend, tenant growth, churn trend and package distribution
• AI Assistant Governance — platform-wide kill switches for AI action types and individual tools, plus a per-tenant adoption table
• Site Settings, Pages & Menus — the same Page Builder drives your platform’s own public marketing site and pricing page
• Independent Stripe/SMTP credentials for platform billing, entirely separate from any tenant’s own gateway configuration

Requirements

• PHP >= 8.4
• MySQL, OpenSSL, PDO, Mbstring, Tokenizer, XML, Ctype, JSON, BCMath extensions
• A guided, web-based Installer handles requirements checking, purchase-code verification, database setup, admin account creation and optional demo data

Full setup and module documentation: https://documentation.quantiklab.com/qbilling/

Version History

 --- Version 3.1 — SaaS Platform, HR/Payroll & Page Builder ---     - Native multi-tenancy: tenant-scoped data isolation enforced at the       framework level, with a dedicated tenant cache and file storage layer.     - Tenant-scoped RBAC on spatie/laravel-permission "teams", plus       tenant-level Custom Roles.     - New Platform Admin console: tenant lifecycle, Packages & Entitlements       (feature/limit gates editable without a deploy), secure Impersonation       with audit history, platform-wide MRR/ARR/churn dashboard and reports.     - Drag-and-drop Page Builder for the public marketing site — sections,       components, and per-page publish control, used by both self-hosted       tenants and the Platform's own marketing site.     - Customer Self-Service Portal: a fully separate authentication realm       for tenant customers, with white-label branding and a delegated       Company Portal Admin role.     - Full Automation Engine: trigger -> condition -> action rule builder       covering deal, ticket and SLA events.     - Recurring Customer Subscriptions with automatic scheduled billing       and an MRR-normalized Subscriptions report.     - Full HR & Payroll module: salary structures, a proration-aware       payroll engine, mandatory approval workflow with separation of       duties, attendance/leave/overtime, bonuses, employee loans and       salary advances, auto-generated payslips, and automatic GL posting.     - AI Assistant (bring-your-own-key): live-data chat with tool calls,       draft-only record creation (invoices, tasks, expenses, leads, deal       moves), a daily Dashboard Insights digest, and platform-wide       governance controls over which AI tools are enabled.     - Public REST API (/api/v1) with personal access tokens, plus       HMAC-signed, retry-on-failure outbound Webhooks for CRM events.     - Universal Custom Fields on Leads, Deals, Contacts and Sales Invoices.     - Knowledge Base with public/internal visibility, surfaced directly in       the Customer Portal Help Center.     - Communication Hub shared inbox, Company Newsfeed announcements,       WhatsApp/SMS automated overdue-invoice reminders.     - Full Activity Log audit trail across every module.     - Every report page rebuilt with real charts (Recharts) alongside its       data table; 4 brand-new reports added: CRM Pipeline, Support,       Subscriptions and Goals.  --- Version 3.0 — CRM & Delivery Integration ---     - Full CRM layer on top of the existing billing engine: Contacts,       Companies, Lead capture/conversion, Pipeline/Deal Kanban board, and a       shared Activity timeline.     - Deal -> Project -> Invoice automation: a Won deal auto-creates its       Project and Sales Invoice.     - Timesheets: persistent start/stop timer, manual time entry, billable       flag, and "generate invoice from unbilled time."      - Proposals: narrative sales documents with public view-tracking links.     - Contracts: types, value, auto-renew, and an "Expiring Soon" widget.     - Customer 360: a merged, reverse-chronological timeline of invoices,       payments, projects, proposals and contracts per Contact/Company.     - In-app Notification bell with real triggers (deal won, contract       expiring, lead assigned, proposal accepted).     - Guided, web-based Installer wizard with purchase-code verification.     - Fixed a password-reset security issue and several silent       SQL-error-swallowing catch blocks.  --- Version 2.0 — Laravel 13 Modernization ---     - Upgraded from Laravel 5.7 to Laravel 13.     - Converted the entire admin UI from server-rendered Blade to       Inertia.js v3 + React 19.     - Rebuilt the visual design system on Tabler.     - Restored the standard Laravel document-root structure and fixed the       cPanel .htaccess redirect for shared-hosting deployments.  --- Version 1.0.5 ---     - Fixed a couple of issues in reporting.     - Fixed an issue in date format.     - Fixed an issue in invoice tax calculation when changing tax in the       invoice line item.  --- Version 1.0.3 ---     - Fixed date issue in invoice creation.     - Fixed an issue where settings was not saving properly.  --- Version 1.0.2 ---     - Fixed an issue in .env file which caused 404 error on some servers.  --- Version 1.0.1 ---     - Fixed an issue that caused SMTP mail error when creating new       customer and supplier.     - Small bug fixes.  --- Version 1.0 ---     - Initial Release: Sales Invoices, Quotes, Purchase Invoices, Payments,       Products/Categories/Warehouses, Accounts & Transactions, Projects       & Tasks, Tickets, Employees, Reports.