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Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
Build your own dashboards from data already in Dolibarr, without writing a line of code. Choose a source, a measure and a grouping, then one of 17 widget types: tiles, gauges, line charts, pie charts, funnels, maps, rankings, task lists. Share them with your teams, set targets, comment on a figure, export to Excel or PDF — and let the AI assistant build a widget from a simple sentence.
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Customer account statement allows the creation of a report of a customer / supplier statement in PDF/CSV format on defined dates.
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Customer Account Statement allows you to create a customer or supplier account statement. Quickly view your customers' and suppliers' invoices and outstanding balances. |
LEARN MORE ABOUT THE MODULE
TECHNICAL INFORMATION
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Licence : GPL V3 |
AT OPENDSI'S
Free downloadable modules:
Free modules do not include corrective maintenance. Interventions can be carried out upon request, based on a quote, and billed according to time spent.
Paid modules: purchasing a module provides you, for one year, with:
but does not include:
INSTALLATION AND UPDATE
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Download the .zip archive of the module.
The module can then be activated ( Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version. Find plenty of additional information by downloading our user guide! |