Module Auto Reminder

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
Status / Statut / Estado	Stable
Prerequisites / Prérequis	Dolibarr 19 or higher Dolibarr min version: See on Dolistore Dolibarr max version: See on Dolistore
Last update date / Date mise à jour fiche / Fecha última actualización	2026-08-5
Note / Nota	Tested on Dolibarr 23. Free module, GPLv3.

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:

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.
Otherwise the default contact of the third party for this document type (Contacts/Addresses tab of the third party).
Otherwise the first active contact of the third party having an email.
Otherwise the email address of the third party.

Since 1.3.1, every contact sharing the highest priority role is kept, not only the first one: two or three billing contacts attached to the same invoice all receive the email, in a single sending. The priority order is unchanged, so a billing contact still wins over a shipping one. Steps 1 and 2 above work this way; step 3 keeps a single recipient, since without a role nothing tells who handles the invoices.

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.

Language of the emails (since 1.3.2)

The template selected in the settings defines the LABEL of reference, not the language. When the Dolibarr multi-language option is enabled and the third party has its own language, the module uses the email template carrying the same label in that language, and falls back to the template selected in the settings when there is none. The language fallback (es_MX to es_ES, then a template with no language) is the native Dolibarr one. Amounts and dates in the email follow that language too. The attached PDF is not regenerated: it is the document as it stands.

Translating a template is done in Dolibarr itself, not in the module settings: create the template again with the SAME label, choose the language, then translate the subject and the content. Note that the Language column of email templates only appears when the multi-language option is enabled.

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.

Multi-company (Multicompany)

The module works with the Multicompany module. Each entity sends and reminds its own documents only, with its own settings, its own reminder levels and its own email templates. Sharing in Multicompany grants read visibility on the documents of another entity, it does not change their owner: a shared invoice is still reminded by the entity it belongs to. Nothing to configure. Before 1.3.3, an entity picked up the invoices and proposals of the entities it was allowed to see and processed them with its own settings.

Installation

Download the module zip file.
Log in to Dolibarr as administrator, go to Home - Setup - Modules/Applications, tab Deploy/install external app/module, and upload the zip.
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

1.3.3 (2026-08-05, beta): compatibility with the Multicompany module. Each entity now sends and reminds its own invoices and proposals only, with its own settings and templates, even when sharing is enabled. Nothing to enable, no migration. Version 1.3.1 remains the release version.
1.3.2 (2026-08-02, beta): documents and reminders are sent in the language of the third party when a template carrying the same label exists in that language.

Full changelog, every version since the first one: ChangeLog.md

Support

contact@stephane-mallet.fr