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Module Auto Reminder: Difference between revisions
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→Excluding a customer or an invoice from reminders
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==Automatic sending of validated invoices== | ==Automatic sending of validated invoices== | ||
* Every validated invoice is emailed without any action, with its PDF attached. | |||
* The email template is picked among the existing Dolibarr templates. | *Every validated invoice is emailed without any action, with its PDF attached. | ||
* Each invoice is sent only once: the module keeps track of it in the agenda. | *The email template is picked among the existing Dolibarr templates. | ||
* The recipient is resolved automatically: billing contact, then third party contact, then third party email. | *Each invoice is sent only once: the module keeps track of it in the agenda. | ||
*The recipient is resolved automatically: billing contact, then third party contact, then third party email. | |||
==Reminders for unpaid invoices== | ==Reminders for unpaid invoices== | ||
* Reminders rely on levels you define: a delay in days and an email template for each level. | |||
* Any number of levels. | *Reminders rely on levels you define: a delay in days and an email template for each level. | ||
* A negative delay sends the reminder '''before''' the due date, as a preventive notice. | *Any number of levels. | ||
* Option to include or exclude partially paid invoices. | *A negative delay sends the reminder '''before''' the due date, as a preventive notice. | ||
* An invoice is never reminded twice for the same level. | *Option to include or exclude partially paid invoices. | ||
* The delay is counted from the due date, or from the invoice date when no due date is set. | *An invoice is never reminded twice for the same level. | ||
*The delay is counted from the due date, or from the invoice date when no due date is set. | |||
==Excluding a customer or an invoice from reminders== | ==Excluding a customer or an invoice from reminders== | ||
* An "Exclude from automatic reminders" checkbox is added on the '''third party card''': this customer receives no reminder at all, while every other customer keeps being reminded. | |||
* The same checkbox is added on the '''invoice card''': useful for a disputed invoice or a negotiated payment schedule, without stopping the reminders of the other invoices of that customer. | *An "Exclude from automatic reminders" checkbox is added on the '''third party card''': this customer receives no reminder at all, while every other customer keeps being reminded. | ||
* These exclusions only apply to reminders. The initial invoice sending is not affected. | *The same checkbox is added on the '''invoice card''': useful for a disputed invoice or a negotiated payment schedule, without stopping the reminders of the other invoices of that customer. | ||
*These exclusions only apply to reminders. The initial invoice sending is not affected.<br /> | |||
[[File:AutoReminder_exclude_thirdparty.png|thumb|center|700px|Third party card: tick "Exclure des relances automatiques" (Exclude from automatic reminders) and this customer is never reminded again. Screenshot taken on a French installation.]] | [[File:AutoReminder_exclude_thirdparty.png|thumb|center|700px|Third party card: tick "Exclure des relances automatiques" (Exclude from automatic reminders) and this customer is never reminded again. Screenshot taken on a French installation.]] | ||
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==Miscellaneous== | ==Miscellaneous== | ||
* The module interface is translated into English, French, Spanish, German and Italian. | |||
* Both automations are carried by a single daily scheduled job, created when the module is enabled. | *The module interface is translated into English, French, Spanish, German and Italian. | ||
*Both automations are carried by a single daily scheduled job, created when the module is enabled. | |||
=Prerequisites= | =Prerequisites= | ||
* Dolibarr 19 or above. | |||
* PHP 7.1 or above. | *Dolibarr 19 or above. | ||
* The Dolibarr '''Scheduled jobs''' module enabled, and a system cron calling Dolibarr (on most shared hosting, this task has to be created in the hosting control panel). Without it, no automatic sending happens. | *PHP 7.1 or above. | ||
* A working email setup in Dolibarr (Home - Setup - Emails). | *The Dolibarr '''Scheduled jobs''' module enabled, and a system cron calling Dolibarr (on most shared hosting, this task has to be created in the hosting control panel). Without it, no automatic sending happens. | ||
*A working email setup in Dolibarr (Home - Setup - Emails). | |||
=Installation= | =Installation= | ||
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Once the module is enabled, its setup page allows you to: | Once the module is enabled, its setup page allows you to: | ||
* enable the automatic sending of validated invoices, and choose the email template used; | |||
* enable the reminders, and decide whether partially paid invoices are concerned; | *enable the automatic sending of validated invoices, and choose the email template used; | ||
* create the reminder levels: for each level, a delay in days and an email template. | *enable the reminders, and decide whether partially paid invoices are concerned; | ||
*create the reminder levels: for each level, a delay in days and an email template. | |||
With no level configured, no reminder is sent: the module says so on its setup page. | With no level configured, no reminder is sent: the module says so on its setup page. | ||
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=Version history= | =Version history= | ||
* '''1.1.1''': module translated into Spanish, German and Italian. | |||
* '''1.1.0''': exclusion of reminders per third party and per invoice. Fix: settings are no longer lost when the module is disabled. | *'''1.1.1''': module translated into Spanish, German and Italian. | ||
* '''1.0.0''': initial release (automatic sending of validated invoices, reminders for unpaid invoices by levels). | *'''1.1.0''': exclusion of reminders per third party and per invoice. Fix: settings are no longer lost when the module is disabled. | ||
*'''1.0.0''': initial release (automatic sending of validated invoices, reminders for unpaid invoices by levels). | |||
=Support= | =Support= | ||