Migrating from Invoice Ninja v4 to v5: Best Practices and Pitfalls

Hello

I am currently running a self-hosted installation of Invoice Ninja v4 for my business and am considering migrating to v5. While I have reviewed the official migration documentation , I still have some concerns about the process and potential challenges. Specifically; I am curious about how to handle customizations made in v4 & how they might translate to the new version. :upside_down_face:

In addition, I am worried about data integrity during the migration, especially regarding recurring invoices & client records. Are there common issues that others have faced during this transition? What precautions should I take to ensure a smooth upgrade?

Finally, I would appreciate advice from anyone who has successfully completed this migration; particularly with a similar setup (self-hosted). :innocent:

Were there any unexpected hurdles / compatibility issues with specific Java server environments? :thinking: I would love to hear your recommendations for planning & executing this migration efficiently.

Thank you !

Hi,

What do you mean by “customizations”?

After the migration I suggest comparing the dashboards between v4/v5 to ensure they match up. You can also run php artisan ninja:check-data to check for errors.