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Create customers in 10 seconds from their SIREN, SIRET or VAT number, stop duplicates while typing, audit and fix your whole base (undoable for 30 days) and get daily warnings of insolvency proceedings. New: e-invoicing PA/PDP and address of each customer, prospects found in the registry by activity and area, turnover and officers.
Spreads freight, customs and other shipment costs over product cost and weighted average price, even across several suppliers.
Billing or Accountancy
Each consignor's sales statement, commission and draft invoices, from your invoices and the POS.
Shows what remains to be invoiced (unbilled amounts) on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
Mandatory VAT statement printed automatically on your invoices: small business exemption, intra-EU, reverse charge, export. FR, BE, LU, DE, AT.
Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
Your maintenance, hosting or backup contracts invoiced on their own, monthly to yearly, never twice. An unpaid invoices screen with aged balance, tiered reminders you approve, and payment terms under control.
Connect your Billit account to Dolibarr to send invoices and credit notes, track their status and receive supplier invoices. Connector for Billit, a French Plateforme Agréée, and the Peppol network. Billit subscription required.
Moroccan tax package (liasse fiscale) in Dolibarr: balance sheet, CPC, ESG and schedules filled from the trial balance (CGNC chart), EDI XML file validated against the DGI XSD schema and ZIP ready for Simpl-IS. Normal and simplified models, sales by customer statement, pre-filing checks, PDF. Dolibarr 18 to 24.
Type a French SIREN number in the Prof. id 1 field of a third-party card: the module queries the official INSEE Sirene API and fills the form for you — company name, head-office address, SIRET, APE code, legal form and intra-community VAT number. It also checks whether the company can receive electronic invoices, and keeps verifying over time that your cards still match the Sirene register.
Print a clear, accurate statement of account for any customer or supplier in one click: opening balance, every invoice, credit note and payment with a running balance, closing balance and a ready-to-sign PDF. Supports net statements for third parties that are both customer and supplier, and right-to-left Arabic.
Move away from Sage gradually or all at once, without losing your history or control over your accounting. NextMigrate for Sage is a professional Dolibarr module published by NEXT GESTION that analyzes your Sage exports, transforms and checks them, simulates the migration, imports the data into Dolibarr, then reconciles Sage and Dolibarr…
Automatically compute the commissions of your salespersons, sales managers, branch managers and external agents at sales order confirmation, customer invoice validation or customer payment. Commissions are grouped every month into commission worksheets, billed with a vendor bill and followed until payment.
Follow up the unpaid invoices of your customers efficiently in Dolibarr: configurable follow-up levels, follow-up letters printed in a single PDF, reminder emails with the table of invoices, manual actions for your credit controllers and a complete follow-up history on each customer. A faithful port of the Odoo module “Customer Payment Follow-up Management”.