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	2026-07-20
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.
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 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.
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.
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.

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

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.

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.

The same checkbox on the invoice card, to skip one single invoice without excluding the whole customer. Screenshot taken on a French installation.

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; 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;
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.

Setup page: automatic sending of validated invoices, reminders for unpaid invoices, and the list of reminder levels (here -1 and 6 days). Screenshot taken on a French installation.

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.

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

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

1.2.0: 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.
1.1.0: 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

Auto Reminder module by Stéphane Mallet Informatique

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