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Module Auto Reminder: Difference between revisions
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Version 1.2.0
(Version 1.2.0) Tag: 2017 source edit |
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*The email template is picked among the existing Dolibarr templates. | *The email template is picked among the existing Dolibarr templates. | ||
*Each invoice is sent only once: the module keeps track of it in the agenda. | *Each invoice is sent only once: the module keeps track of it in the agenda. | ||
*The | *'''Safeguard against mass sending''': only invoices validated after the option was enabled are concerned. Enabling the module on an existing database never mass-sends your invoice history. The reference date is shown on the setup page. | ||
==Reminders for unpaid invoices== | ==Reminders for unpaid invoices== | ||
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*Any number of levels. | *Any number of levels. | ||
*A negative delay sends the reminder '''before''' the due date, as a preventive notice. | *A negative delay sends the reminder '''before''' the due date, as a preventive notice. | ||
*'''Only the highest level reached is sent.''' Lower levels that were missed are never sent afterwards: an invoice already overdue when the module is enabled receives one single reminder, the one matching its actual delay, with the right template. No burst of catch-up reminders. | |||
*Option to include or exclude partially paid invoices. | *Option to include or exclude partially paid invoices. | ||
*An invoice is never reminded twice for the same level. | *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. | *The delay is counted from the due date, or from the invoice date when no due date is set. | ||
==Recipient of the emails== | |||
For both automations, the recipient is resolved in this order: | |||
#The '''billing contact of the invoice''' (Contacts tab of the invoice, type "Customer invoice contact"). | |||
#Otherwise, the '''default billing contact of the third party''' (Contacts/Addresses tab of the third party card). | |||
#Otherwise, the '''email address of the third party'''. | |||
Disabled contacts are never used, and the module never falls back to a random contact of the third party. When no valid recipient is found, nothing is sent and the invoice is flagged (see below). | |||
==When an invoice cannot be processed== | |||
When an invoice is skipped (no valid recipient, PDF not found, email template not found, sending failure), the module records an '''event in the agenda of that invoice''' with the reason in plain words. Each reason is recorded only once per invoice: no clutter, and you can see at a glance why an invoice never received anything. | |||
==Excluding a customer or an invoice from reminders== | ==Excluding a customer or an invoice from reminders== | ||
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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 automatic sending of validated invoices, and choose the email template used; when you enable it, the current date is stored and shown: only invoices validated from that day on will be sent; | ||
*enable the reminders, and decide whether partially paid invoices are concerned; | *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. | *create the reminder levels: for each level, a delay in days and an email template. | ||
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To stop reminding a customer, open the third party card, edit it, and tick '''Exclude from automatic reminders'''. To skip one specific invoice, tick the same checkbox on that invoice card. | To stop reminding a customer, open the third party card, edit it, and tick '''Exclude from automatic reminders'''. To skip one specific invoice, tick the same checkbox on that invoice card. | ||
To understand why an invoice was not sent or reminded, open the invoice and look at its '''Events''' tab: the module records there every sending and every skip with its reason. | |||
=Upgrade= | =Upgrade= | ||
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=Version history= | =Version history= | ||
*'''1.2.0''': recipient resolution reworked (invoice billing contact, then third party default billing contact, then third party email; disabled contacts are never used). Only the highest reminder level reached is sent, missed lower levels are no longer caught up. Safeguard on the automatic sending: only invoices validated after the option was enabled. Skipped invoices are flagged in the invoice agenda with the reason. | |||
*'''1.1.1''': module translated into Spanish, German and Italian. | *'''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. | *'''1.1.0''': exclusion of reminders per third party and per invoice. Fix: settings are no longer lost when the module is disabled. | ||