Customize the email sending message
If you are looking for ways to customize the messages created automatically when sending an invoice, a reminder or a proposal by email, here are some notes from a Dolibarr user that should make your task easier:
Personalize the sending of documents by E-mail
With Dolibarr, it is possible to send the documents directly by E-mail with the Send by E-mail button. A form appears to select the recipients and an automatic message is added in the message area.
Dolibarr >= 9
- On Dolibarr versions greater than or equal to v9, it is enough to add an email template in the menu Tools - Email template.
If there are several models entered for the same context, Dolibarr will take the first one (the one with the weakest position field therefore)
Dolibarr <= 8
- On Dolibarr versions lower than v8, the predefined message is saved in the Dolibarr languages folder
To customize this message, you must modify the following lines:
PredefinedMailContentSendInvoice=Please find attached the invoice __FACREF__\n\nRegards\n\n
PredefinedMailContentSendInvoiceReminder=We bring to your attention that the __FACREF__ invoice does not appear to have been paid. So here it is, as a reminder, as an attachment.\n\nRegards\n\n
PredefinedMailContentSendProposal=Please find attached the commercial proposal __PROPREF__\n\nRegards\n\n
PredefinedMailContentSendOrder=Please find attached the order form __ORDERREF__\n\nRegards\n\n
PredefinedMailContentSendSupplierOrder=Please find attached our order __ORDERREF__\n\nRegards\n\n
PredefinedMailContentSendSupplierInvoice=Please find attached the invoice __FACREF__\n\nRegards\n\n
Messages can be written either in HTML or plain text. If you choose a simple text format, you must write \n to make a line break. If you prefer a message formatted in HTML, just use the standard HTML tags to format your message ((<br> : carriage return, <b>my text</b> for bold etc...)
Customize variables on a Dolibarr version
Dolibarr >= 8
Many variables can be used in your email template. Here is a non-exhaustive list.
To make sure you have an up-to-date list, you can click on the "?" symbol next to the "Content" label when you create or modify your email template.
Dolibarr <= 7
When we look at the predefined messages we see that the part number is replaced by a variable __FACREF__, __ORDERREF__
To send invoices, if you want the following message:
Please find attached the invoice 2011-090
Amount: € 85.00
Please make the payment by bank transfer to the account whose bank details appear at the bottom of the invoice.
Computer 81 - 16, Portal Street - 81600 Gaillac - France
Phone: 05.81.31.48.00 - 06.47.94.94.52.38 - Email: firstname.lastname@example.org
So, to arrive at this result automatically, it is necessary to add the variables __FACDATE__ and __FACTOTALTTC__ To do this, we need to modify the following file:
do a search for "__FACREF__" in your editor and you will find the following line:
// Tableau des substitutions $formmail->substit['__FACREF__']=$object->ref;
To add the variables insert the following 2 lines:
$formmail->substit['__FACDATE__']=date('d/m/Y',$object->date); $formmail->substit['__FACTOTALTTC__']=number_format($object->total_ttc,2,',',' ');
You can now insert the date and amount of the invoice in your automatic message.
If you need other variables to write your message, go to the file
You will have the list of variables that you can use with the object $object For example, for the payment deadline you will find in this file the following line: var $date_lim_reglement; To use it add to your substitution table