Dunning

Module version: auto
Publisher/Licence: Basix IT GmbH / GPL-v3
User interface language: German
Help/Support: Forum Dolibarr Basix / Mail to [email protected]
Prerequisites:

• Dolibarr min version: 15
• Dolibarr max version: 17
  

Install for Dolibarr v15+:

Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
Module or skin is then available and can be activated.

With this module, you can easily create reminders for invoices that are due. The menu item "Reminders" is now also on the left in the menu. Here you have an overview of all invoices that have already reached or exceeded the due date and can take action directly. The module also includes ready-made e-mail templates for the respective reminder.

The list of invoices has been expanded to include a reminder level display, so you can see at a glance when a reminder was created for the invoice that is due.

The module enables the creation and sending of reminders as PDF by email or by post in three reminder levels. A new page "Customer invoices with late payments" is an overview of all reminders created or to be created. There, reminders for individual invoices as well as reminders via bulk actions can be created and sent. The reminders are created and sent one after the other in three reminder levels (reminder, second reminder, last reminder). The content of the dynamically generated reminders can be freely adjusted by adapting ODT templates for all three reminder levels.

The content of the emails with which the reminder PDFs are sent can also be freely edited using a Dolibarr text template. Placeholders enable the creation of variable parts in the mails.

Install (for Dolibarr v14+): 

• Go to the menu Home - Setup - Modules - Mount an external module and send the zip file.
• Module or skin is then available and can be activated.
• The installation of "LibreOffice" from the Dolibarr server is required to create PDF files for sending reminders. (The executable file "soffice" must be in the search path of the Dolibarr server.)

Can't find a suitable module for your business processes in DoliStore? Are you interested in your own Dolibarr system or would you like to outsource your existing Dolibarr? Contact us for more information at [email protected] or by phone +49-40-3990-2030.

Note: The module has so far only been tested with the specified version of Dolibarr. The module may work in other versions, but is not guaranteed. If you have any questions or comments about compatibility with other Dolibarr versions, please contact us at [email protected]  / https://basix.de/dolibarr