Module Auto Reminder

Auto Reminder automatically sends and follows up invoices and commercial proposals in Dolibarr. Everything is driven by a daily scheduled job.

Features

Invoices

• Automatic sending of validated invoices by email, with the invoice PDF attached and a configurable email template.
• Automatic reminders for unpaid invoices, based on configurable levels. Each level defines a delay in days relative to the due date (or the invoice date if no due date) and an email template. Negative delays are allowed (preventive reminder before the due date).
• Option to include or exclude partially paid invoices.

Proposals (since 1.3.0)

• Automatic sending of validated proposals by email, with the proposal PDF attached.
• Automatic reminders for proposals still unanswered (not signed, not refused, not billed). Levels are counted from the end of validity date of the proposal (or its date if none).
• Settings are fully separate from invoices: the module setup page has one tab for invoices and one tab for proposals, each with its own switches, email template and reminder levels.

Only the highest level reached is sent

For each document, only the highest reminder level reached is considered. Lower levels that were missed are never sent afterwards: a document already overdue when the module is enabled receives a single reminder, the one matching its actual delay, with the right template. Never a burst of reminders over several days.

Recipient of the emails

The recipient is determined in this order, for sending and for reminders:

1. The contact attached to the document (Contacts tab of the invoice or proposal), whatever its role. If several contacts are attached: billing then service then shipping for an invoice; follow-up then billing then shipping for a proposal.
2. Otherwise the default contact of the third party for this document type (Contacts/Addresses tab of the third party).
3. Otherwise the first active contact of the third party having an email.
4. Otherwise the email address of the third party.

Disabled contacts and contacts without email are never used. If no recipient is found, nothing is sent and an event is recorded in the document agenda.

Safety against mass sending

Only documents validated after the sending option was enabled are sent: enabling the module on an existing database never sends the historical documents. The reference date is stored when you enable the option, displayed in the settings, and editable: you can move it back knowingly to include part of the history. An explicit warning is shown next to the field: any document validated on or after that date and never sent will be sent on the next job run.

Exclusions

A checkbox "Exclude from automatic reminders" is available:

• on the third party card: never remind this customer (invoices and proposals),
• on the invoice card: never remind this invoice (dispute, negotiated payment schedule...),
• on the proposal card: never remind this proposal.

The initial sending of documents is not affected by these checkboxes.

When a document cannot be processed

When a document cannot be processed (no valid recipient, PDF not found, email template not found, send failure), the module records an event in the document agenda with the reason in plain words, once per document and per reason. Looking at the invoice or proposal, you immediately see why nothing was sent.

Installation

1. Download the module zip file.
2. Log in to Dolibarr as administrator, go to Home - Setup - Modules/Applications, tab Deploy/install external app/module, and upload the zip.
3. Activate Auto Reminder in the Financial modules section.

The module creates its database table, its extrafields and a daily scheduled job automatically. When upgrading from a 1.x version, existing reminder levels are kept as invoice levels.

Setup

Before configuring the module, create your email templates in Home - Setup - Emails - Email templates: type Send invoice for invoices, type Send commercial proposal for proposals. One template for the initial sending, one per reminder level.

Then open the module settings. There is one tab per document type (Invoices, Proposals), each with:

• the automatic sending switch and its email template. When enabled, today's date is stored: only documents validated from that date on will be sent. The date is editable (with a warning),
• the automatic reminders switch (and, for invoices only, the partially paid option),
• the reminder levels table: delay in days + email template, unlimited number of levels.

The scheduled job AutoReminderJob runs once a day by default (see Home - Setup - Scheduled jobs).

Version history

• 1.3.0 (2026-07-21): proposals support (auto-send + reminders on end of validity, separate settings tabs, single engine), editable mass-send safety date with warning, new common recipient rule (document contact whatever its role, then third party default contact, then first active contact, then third party email), per-proposal exclusion checkbox.
• 1.2.0 (2026-07-20): strict recipient resolution (never a disabled contact, never an arbitrary contact), only the highest reminder level reached is sent, mass-send safety on initial sending, skipped invoices flagged in the invoice agenda.
• 1.1.1 (2026-07-16): Spanish, German and Italian translations.
• 1.1.0 (2026-07-16): exclusion checkboxes on third party and invoice; settings kept when the module is disabled.
• 1.0.0 (2026-02-14): initial release (invoice auto-send and reminder levels).