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iciRELANCES helps you track, manage and automate overdue invoice reminders in Dolibarr with grouped emails, professional PDF letters, configurable reminder levels, customer alerts and full reminder history.
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<h2 style="margin-top:0; color:#0f2f4f;">iciRELANCES</h2>
<p style="font-size:16px;">
<strong>iciRELANCES</strong> is a Dolibarr module developed by <strong>iciDSI</strong> to help companies manage overdue invoice reminders directly from Dolibarr.
</p>
<p>
The module centralizes overdue customer follow-up, reminder levels, grouped emails, PDF letters and the history of all reminder actions.
</p>
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<h3 style="margin-top:0; color:#0f2f4f;">Overdue invoice dashboard</h3>
<p>
The dashboard provides a consolidated customer view to quickly identify accounts requiring follow-up.
</p>
<ul>
<li>number of overdue invoices;</li>
<li>total outstanding amount;</li>
<li>oldest overdue date;</li>
<li>current reminder level;</li>
<li>last reminder sent;</li>
<li>next reminder status.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Configurable reminder levels</h3>
<p>
Reminders are organized by level, allowing you to adapt the wording and action depending on the payment delay.
</p>
<ul>
<li><strong>Pre-due reminder</strong>, optional before invoice due date;</li>
<li><strong>Level 1</strong>: first reminder;</li>
<li><strong>Level 2</strong>: firm reminder;</li>
<li><strong>Level 3</strong>: formal notice, manual only.</li>
</ul>
<p>
Reminder delays can be configured from the module settings.
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<h3 style="margin-top:0; color:#0f2f4f;">Grouped customer emails</h3>
<p>
iciRELANCES sends one grouped email per customer, listing all overdue invoices concerned.
</p>
<ul>
<li>WYSIWYG email templates;</li>
<li>dynamic variables for customer, invoices and amounts;</li>
<li>test mode;</li>
<li>internal copy option;</li>
<li>invoice PDF attachments depending on configuration.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Professional PDF letters</h3>
<p>
The module can generate professional PDF reminder letters depending on the reminder level.
</p>
<ul>
<li>level 1, level 2 and level 3 letter templates;</li>
<li>amounts displayed excluding tax, including tax and outstanding balance;</li>
<li>invoice table included in the letter;</li>
<li>configurable signer;</li>
<li>company legal information retrieved from Dolibarr;</li>
<li>professional layout for customer follow-up.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Customer card alert</h3>
<p>
A visual alert can be displayed directly on the customer card when overdue invoices are detected.
</p>
<ul>
<li>overdue payment badge on the third party card;</li>
<li>configurable display threshold after X days overdue;</li>
<li>outstanding amount shown in the badge;</li>
<li>direct link to the reminder dashboard filtered by customer.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Traceability and control</h3>
<ul>
<li>reminder history;</li>
<li>sent reminder status;</li>
<li>invoice dispute exclusion;</li>
<li>invoice reminder suspension and reactivation;</li>
<li>sending limit per run;</li>
<li>anti-duplicate reminder rules.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Automation</h3>
<p>
A Dolibarr scheduled task can automate standard reminder processing.
</p>
<p>
Level 3 formal notices remain manual only to secure sensitive recovery actions.
</p>
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<h3 style="margin-top:0; color:#0f2f4f;">Main features</h3>
<ul>
<li>overdue invoice dashboard;</li>
<li>email reminders;</li>
<li>professional PDF letters;</li>
<li>three reminder levels;</li>
<li>optional pre-due reminder;</li>
<li>customer card overdue badge;</li>
<li>configurable alert threshold;</li>
<li>reminder history;</li>
<li>dispute and exclusion management;</li>
<li>Dolibarr scheduled task;</li>
<li>CSV export;</li>
<li>dedicated user permissions.</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Requirements</h3>
<ul>
<li>Minimum PHP version: 7.1</li>
<li>Minimum Dolibarr version: 15.0</li>
</ul>
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<h3 style="margin-top:0; color:#0f2f4f;">Useful links</h3>
<p>
Demo: <a href="https://dev.icidsi.com" target="_blank" style="color:#0f5f9f;">https://dev.icidsi.com</a>
</p>
<p>
Support: <a href="https://icidsi.com/contact" target="_blank" style="color:#0f5f9f;">https://icidsi.com/contact</a>
</p>
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