Customer Payments Status

Customer Payments Status

Compatibility: Dolibarr 15 - 23 • PHP 7.1 minimum.

Using an older Dolibarr version? Contact us to discuss compatibility.

The customer's financial position, directly on their card

Bring invoices, payments, receivables, overdue amounts and credit exposure together in an actionable view.

The module adds a Payments Status tab to every customer card, with a financial dashboard, a filterable invoice list and professional Excel and PDF exports.

Consolidated financial summary

• Authorized credit limit and available credit.
• Total validated orders with direct list access.
• Total invoiced with direct invoice access.
• Total paid, open receivables and not-yet-due receivables.
• Total overdue and open invoice count.

Oldest overdue invoice

Immediately identify the oldest invoice requiring action using its reference, due date, remaining amount and number of days overdue.

Detailed invoice list

View the reference, invoice date, due date, net and gross amounts, received amount, balance due and payment status. A visual warning identifies overdue invoices.

The received amount includes customer payments, applied credit notes and applied deposits.

Filters and payment details

• Invoice reference.
• Invoice and due date ranges.
• Minimum and maximum gross amount.
• Paid, partially paid or unpaid invoices.
• Overdue or not-yet-due invoices.
• Quick filters: all, unpaid or overdue invoices.

Optional details display the reference, date, allocated amount, payment method and distinguish between payments, credit notes and deposits.

Excel and PDF exports

Excel: every invoice matching the active filters, optional payment details, and net, gross, received and remaining totals.

PDF: professional portrait layout, logo and contact details, customer identity, covered period, financial indicators and compact table with highlighted statuses.

Native Dolibarr integration

No special configuration and no additional business table.

• Responsive interface consistent with Dolibarr.
• Dedicated read permission.
• French and English translations.
• Multi-company aware.
• Customer invoice module required.

Online demo

Try the module in our demonstration environment.

Access: https://demodolibarr.almisbah.ma

English user: en.user

Password: 000000000000

Available permissions: View Customer Payments Status

Module configuration: No special configuration is required for this module.

Additional information

Included in the purchase

• The complete module
• Functional and technical bug fixes
• Support through our contact form

Installation, training and custom development are not included.

Updates

All updates to our modules are free for life.

Bug fixes will be published on DoliStore. Download the latest ZIP from your customer account and check compatibility before updating.

Installation and assistance

Install the ZIP through external module deployment, enable Customer Payments Status, then configure the module according to your needs.

Request assistance

Who are we?

AL MISBAH INFORMATIQUE helps businesses integrate, customize and develop solutions around Dolibarr ERP/CRM.

We develop practical modules that automate everyday tasks and improve team efficiency.

Discover AL MISBAH INFORMATIQUE

View all our modules on DoliStore

Contact and support

Need help?

For installation, configuration or compatibility requests, our team is ready to help.

Contact our team

Technical issue?

Corrective maintenance is free for the Dolibarr and PHP versions explicitly covered by the Compatibility section.

Include the Dolibarr, PHP and module versions and the steps required to reproduce the problem.

Contact support