Qonto e-invoicing and bank connector for Dolibarr: Difference between revisions

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Qonto e-invoicing and bank connector for Dolibarr (view source)

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[[Category:Complementary modules]]
[[Category:Financial]]
[[Category:Billing]]
[[Category:Interface]]
{{TemplateDocDevEn}}
{{TemplateDocUser}}
==Overview==
'''Qonto E-invoicing''' is an external module for '''Dolibarr ERP/CRM''', published by [https://devthis.fr DEVTHIS], that connects Dolibarr to '''Qonto''', a French approved e-invoicing platform (''plateforme agréée'', PA).
Since September 2026 every French company must be able to '''receive''' electronic invoices, and '''sending''' them becomes mandatory in stages. That means going through an approved platform. Qonto customers already have one, at no extra cost: this module uses it.
*Customer invoices leave Dolibarr as '''Factur-X''' (EN 16931) over the e-invoicing network, and their lifecycle comes back into Dolibarr.
*Supplier invoices received on the Qonto account are imported '''as drafts'''.
*Qonto bank transactions are matched with the entries Dolibarr already holds, and receipts are sent back to Qonto.
The module does not modify any Dolibarr core file. Nothing is validated automatically: supplier invoices arrive as drafts, bank entries are posted on decision.
==Publisher and support==
{| class="wikitable" style="width:100%;"
! style="width:24%; background:#f0f6ff;" |Item
! style="background:#f0f6ff;" |Information
|-
|'''Publisher'''
|DEVTHIS
|-
|'''Website'''
|https://devthis.fr
|-
|'''Support'''
|support@devthis.fr
|-
|'''Dolistore page'''
|''Coming soon''
|-
|'''License'''
|GPL-3.0-or-later
|}
==Module information==
{| class="wikitable" style="width:100%;"
! style="width:24%; background:#f7f7f7;" |Information
! style="background:#f7f7f7;" |Detail
|-
|'''Module name'''
|Qonto E-invoicing – Factur-X, supplier invoices & bank
|-
|'''Technical name'''
|<code>qontoconnector</code>
|-
|'''Module ID'''
|193990
|-
|'''Type'''
|External Dolibarr module
|-
|'''Dolibarr versions'''
|20, 21, 22, 23, 24
|-
|'''PHP'''
|7.4 or later (tested on 8.2)
|-
|'''Required account'''
|Qonto, with e-invoicing enabled and an API key
|}
==Who is it for?==
*'''Qonto customers''' who want to send and receive their e-invoices through Qonto, rather than opening a second approved platform, and to keep their Dolibarr bank accounts in step with Qonto.
*Users of another approved platform are better served by another e-invoicing module. '''Do not enable two e-invoicing modules for sending''': an invoice sent from both would leave twice, through two platforms. This module detects another one and warns on its setup, sending and invoice screens.
==Main features==
===Sending customer invoices===
*'''Factur-X EN 16931''' built for each invoice: a PDF/A-3 carrying the CII XML, generated from your own invoice template, so your layout, numbering and legal mentions are kept.
*'''Preflight check''' before anything leaves: SIREN/SIRET, full address and country, for your company and for your customer. Problems are named in plain language.
*'''Simulation mode''': builds and validates the Factur-X without transmitting anything. Qonto offers no sandbox for e-invoicing, so this is how data is rehearsed.
*'''Transmission through Qonto''': import, then sending over the network, one invoice from its card or several from a list.
*'''Lifecycle tracking''' (statuses 200 to 214) polled by a scheduled job and shown in a ''Qonto'' tab on the invoice.
*'''Payments reported to Qonto''': an invoice classified paid in Dolibarr is marked paid in Qonto, and unmarked if it is reopened. Qonto never changes Dolibarr.
*'''Dolibarr 24''': the VAT exemption codes (VATEX) entered in the VAT rates dictionary are carried into the Factur-X, and Dolibarr's setup home page recognises the module as the e-invoicing module.
===Receiving supplier invoices===
*Incremental synchronisation of the invoices received on the Qonto account.
*Supplier matched by SIREN/SIRET, then VAT number, then name. An ambiguous match is never settled at random: the invoice waits.
*Supplier invoice created '''as a draft''', one line per VAT rate when the breakdown is available, with the original document attached. Unknown suppliers can be created automatically.
*Possible duplicates flagged by Qonto are written in the invoice note.
===Bank transactions and receipts===
*Each Qonto account is mapped to a Dolibarr bank account, which the module can also create from the Qonto data.
*Transactions are '''matched against entries Dolibarr already holds''', so a payment recorded by hand does not get a second bank line. The rest waits for a decision: post, ignore, refresh — one by one or in bulk.
*Permanent '''balance check''' between Dolibarr and Qonto.
*'''Receipts sent to Qonto''': the PDF of the invoice a transaction settles, in one click, or a document uploaded for movements without an invoice (capital, fees, salaries, taxes).
==Installation==
#Download the package from the Dolistore page above.
#In Dolibarr, go to '''Home ▸ Setup ▸ Modules ▸ Deploy an external module''' and upload <code>module_qontoconnector-x.y.z.zip</code>.
#Enable the module in the module list.
#Open its setup page and enter the Qonto '''login''' and '''secret key''' (Qonto, ''Integrations and perks ▸ API key'').
#Set <code>PDF_USE_A</code> to <code>3</code> (PDF/A-3) if asked: the setup page detects it and offers to change it. PDF/A-1 and PDF/A-2 forbid attachments, so invoices would leave without their XML.
#Enable the scheduled jobs (Home ▸ Setup ▸ Scheduled jobs): status polling, supplier invoice sync, transaction sync, payment reporting.
'''Update:''' disable, then re-enable the module. Dolibarr only replays SQL scripts on activation, and some versions add columns. Disabling removes no data.
==Configuration==
The setup page holds: credentials and environment, Factur-X profile, reuse of an existing Factur-X, HTTP timeout, reporting of payments to Qonto, supplier options (automatic third-party creation, network invoices only, initial window) and transaction options (initial window, matching window). Account mapping has its own page, and the French legal mentions (late payment penalties, recovery fee, discount) are set once.
Permissions: read the e-invoicing status, send invoices, import supplier invoices, read and post bank transactions.
==Known limitations==
*'''An invoice may never reach a final status.''' The buyer's decision (approved, declined) only comes back if their platform emits it: some stop at "made available". Automatic polling slows down with time and stops after 90 days; refreshing by hand stays possible.
*'''No sandbox for e-invoicing''' at Qonto: use the simulation mode.
*'''Single entity''': on a multi-company installation, scheduled jobs process the entity they run in.
*The module '''does not create payments''' and does not link transactions to invoices: it feeds and reconciles bank entries.
*Supplier invoices '''in a foreign currency''' need Dolibarr's Multicurrency module; '''reverse-charge VAT''' is not computed.
*Supplier invoices received '''outside the network''' are read by OCR at Qonto and do not always provide the net/VAT breakdown.
*Interface in English and French.
==See also==
*[[:Category:Complementary modules|Complementary modules]]
*{{LinkToPluginDownload}}(coming soon)
''This module is not an official Qonto product and is not affiliated with Qonto. Qonto is a trademark of its owner.''
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[[fr:Facturation électronique et banque Qonto pour Dolibarr]]
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