Customer Payments Status

Customer Payments Status

Compatibility: Validated with Dolibarr 15.0.0 through 23.0.3 • PHP 7.1 and later compatible versions.

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

Add a clear, actionable view of each customer's commercial and financial position directly to their customer card. The module consolidates orders, invoices, payments and receivables in a dedicated tab, with professional Excel and PDF exports.

Integrated financial dashboard

• Global financial summary directly on the customer card.
• Authorized outstanding amount and available outstanding amount when a positive limit is defined.
• Total validated orders and total invoiced, with direct links to the corresponding Dolibarr lists.
• Total paid, open receivables, not-yet-due receivables and total overdue.
• Open invoice count.
• Oldest unpaid due date with invoice reference, due date, remaining amount and days overdue.

Detailed list and filters

The list displays the reference, invoice date, due date, net and gross amounts, received amount, balance due and payment status. A visual warning highlights overdue invoices.

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

The received amount includes customer payments, applied credit notes and applied deposits. Optional payment details show the reference, date, allocated amount, payment method and source of each allocation.

Excel and PDF exports

• Excel export of every invoice matching the active filters, with optional payment details and net, gross, received and remaining totals.
• Portrait PDF export with company logo and details, customer identity, covered period, generation date and financial indicators.
• Compact PDF invoice table with visual emphasis for paid and overdue invoices.
• Correct rendering of text and accented characters in exports.

Installation and use

1. Extract the module into Dolibarr's htdocs/custom directory.
2. Enable “Customer Payments Status” from the module setup page.
3. Grant the dedicated read permission to the relevant users.
4. Open a customer card and select the “Payments Status” tab.

Requirements and characteristics

• Dolibarr customer invoice module enabled.
• Responsive interface consistent with Dolibarr.
• French and English.
• Multi-company aware.
• No special configuration and no additional business table.

Purchase contents and support

The purchase includes Customer Payments Status module version 2.0.0, French and English translations, the customer tab, filters, and Excel/PDF exports. Installation, customization and bespoke development are not included.

For questions, installation assistance or an adaptation assessment, contact AL MISBAH INFORMATIQUE.