Introduction to Summit - The Open Source Invoicing Solution for Small Businesses

Freelancers, small businesses, and agencies need powerful yet affordable tools to manage their finances efficiently. Enter Summit - a modern, self-hostable invoicing and financial management application designed specifically for these users.

What is Summit?

Summit is an open-source solution built with cutting-edge technologies like Next.js, Drizzle ORM, and Tailwind CSS. It provides all the essential tools needed to manage business finances in one comprehensive platform, without the recurring subscription costs of proprietary alternatives.

Key Features That Set Summit Apart

Complete Invoicing System

Summit offers a robust invoicing system that allows you to:

Create and manage professional invoices
Generate PDF invoices with your branding
Send invoices directly to clients via email
Track invoice statuses (Draft, Sent, Paid, Overdue, Cancelled)
Process online payments through Xendit integration

Quote Management

Streamline your pre-sale process with quote management:

Create and send professional quotes
Convert accepted quotes directly into invoices
Track quote statuses throughout their lifecycle

Comprehensive Financial Tracking

Keep tabs on all your money movements:

Track and categorize business expenses
Upload and attach receipts to expenses
Record and categorize income sources
Link income to specific invoices or clients

Client & Vendor Management

Maintain professional relationships with organized data:

Store and manage client information
Track vendor details and interactions
Provide a dedicated client portal for accessing invoices and quotes

Powerful Reporting

Make informed business decisions with insightful reports:

Profit & Loss statements
Invoice summaries
Aging receivables
Expense breakdowns

Built on a Modern Tech Stack

Summit leverages the best of modern web development:

Framework: Next.js (App Router)
Language: TypeScript
Styling: Tailwind CSS with shadcn/ui
Database: PostgreSQL
ORM: Drizzle ORM
Authentication: NextAuth.js

This technology combination delivers a responsive, secure, and efficient application that provides an excellent user experience across devices.

The Power of Open Source

As an open-source project maintained by Kugie.app, Summit offers several advantages:

Transparency: The codebase is open for inspection, ensuring there are no hidden privacy concerns or security issues.
Customizability: Modify the code to fit your specific business needs or branding requirements.
Community-Driven: Benefit from improvements and features contributed by the wider community.
Cost-Effective: Self-host the application and avoid recurring subscription fees.
Future-Proof: Even if the original maintainers move on, the codebase remains available for continued use and development.

Advanced Capabilities for Growing Businesses

Summit includes features typically found only in expensive enterprise solutions:

Recurring Transactions: Set up automated recurring invoices, expenses, and income entries.
Team Management: Invite team members with different roles (Admin, Accountant, Staff) and permissions.
Client Portal: Provide clients with secure access to their invoices and quotes through a dedicated portal.

Getting Started with Summit

Getting Summit up and running is straightforward. You can read our Github README or one click deployment via Railway

Are you tired of expensive subscription-based invoicing tools? Try Summit today and take control of your business finances with a powerful, open-source solution designed for modern small businesses and freelancers. Reach us if you have something to discuss!