Module Auto Reminder: Difference between revisions
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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= | ||
Revision as of 22:42, 16 July 2026
Information
| Module name | Auto Reminder |
| Editor / Editeur | Stéphane Mallet Informatique - https://web-pilot.fr/offres/rsi |
| Download or buy page / Page achat ou téléchargement | External module - https://www.dolistore.com/product.php?id=2770&l=en |
| Status / Statut / Estado | Stable |
| Prerequisites / Prérequis | Dolibarr 19 minimum - PHP 7.1 minimum - Scheduled jobs module enabled
Dolibarr min version: See on Dolistore Dolibarr max version: See on Dolistore |
| Last update date / Date mise à jour fiche / Fecha última actualización | 2026-07-16 |
| Note / Nota | Free module, GPLv3 license. Source code and zip: https://framagit.org/Steph501/dolibarr-mod-autoreminder |
Short description: Automatically sends invoices as soon as they are validated, and reminds unpaid invoices through configurable levels. One module, two automations, a single daily scheduled job.
Features
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.
- 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 rely on levels you define: a delay in days and an email template for each level.
- Any number of levels.
- A negative delay sends the reminder before the due date, as a preventive notice.
- Option to include or exclude partially paid invoices.
- 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
- 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.
- These exclusions only apply to reminders. The initial invoice sending is not affected.
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.
Prerequisites
- Dolibarr 19 or above.
- PHP 7.1 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.
- A working email setup in Dolibarr (Home - Setup - Emails).
Installation
From the application
- Download the archive file of module (.zip file)
- Go on menu Home -> Setup -> Modules -> Deploy external module and submit the file.
- Module is then visible into list of available modules (Home -> Setup -> Modules) and can be activated.
Manually
- Download the archive file of module (.zip file)
- Put the file into the root directory of Dolibarr.
- Uncompress the archive file, for example with command
unzip modulefile.zip
- Module is then visible into list of available modules (Home -> Setup -> Modules) and can be activated.
The zip is available for free on Dolistore: https://www.dolistore.com/product.php?id=2770&l=en
The source code is public: https://framagit.org/Steph501/dolibarr-mod-autoreminder
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
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;
- 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.
Usage
There is nothing to do on a daily basis: the scheduled job takes care of the sendings.
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.
Upgrade
Upload the new zip over the previous one (Home - Setup - Modules - Deploy external module), then disable and enable the module again. This last step is required for the new fields to be created. Since version 1.1.0, your settings and your reminder levels are kept during this operation.
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.
- 1.0.0: initial release (automatic sending of validated invoices, reminders for unpaid invoices by levels).
Support
By email: contact@stephane-mallet.fr