Auto Reminder

Auto Reminder automatically sends and follows up your invoices and your commercial proposals. Everything runs through a daily scheduled job: no manual action needed. The module speaks English, French, Spanish, German and Italian, and it writes to each customer in that customer's own language.

INVOICES
- Automatic sending of validated invoices by email, PDF attached, with the email template of your choice.
- Automatic reminders for unpaid invoices, based on configurable levels. Each level has its own delay, counted from the due date, and its own email template. Negative delays are allowed, for a preventive reminder before the due date.
- Option to include or exclude partially paid invoices.

PROPOSALS
- Automatic sending of validated proposals by email, PDF attached.
- Automatic reminders for proposals left unanswered (not signed, not refused, not billed). Levels are counted from the end of validity date.
- Settings fully separate from invoices: one tab each, with its own switches, template and levels.

ONLY THE HIGHEST LEVEL REACHED IS SENT
Missed lower levels are never caught up: a document already overdue when the module is enabled receives a single reminder, the one matching its actual delay. Never a burst of emails over several days.

RECIPIENT OF THE EMAILS
The recipient is determined in this order, for the initial sending as well as for the reminders:
1. The contact attached to the document, whatever its role. If several are attached, the role decides: billing first for an invoice, follow-up first for a proposal. When several contacts share that same role, they all receive the email.
2. Otherwise the default contact of the third party for this document type, same rule.
3. Otherwise the first active contact of the third party having an email address.
4. Otherwise the email address of the third party.
Disabled contacts and contacts without an email address are never used.

EACH CUSTOMER IN HIS OWN LANGUAGE
A Spanish customer receives the reminder in Spanish, a German one in German, from the same reminder level. When the Dolibarr multi-language option is enabled and the third party has its own language, the module picks the email template carrying the same label in that language, and falls back to the one selected in the settings. Amounts and dates follow that language too.

MULTI-COMPANY
Compatible with the Multicompany module: each entity sends and reminds its own documents only, with its own settings, levels and templates. Sharing grants read visibility, it does not change the owner of a document. Nothing to configure.

SAFETY AGAINST MASS SENDING
Only documents validated after the sending option was enabled are sent: enabling the module on an existing database never sends your history. The reference date is shown in the settings and can be moved back knowingly.

EXCLUSIONS
An "Exclude from automatic reminders" checkbox is available on the third party, the invoice and the proposal cards. The initial sending is not affected.

WHEN A DOCUMENT CANNOT BE PROCESSED
No valid recipient, PDF not found, template not found, send failure: the reason is recorded in the document agenda, in plain words, once per reason.

SETUP IN SHORT
Create your email templates first, one for the initial sending and one per reminder level. Then, in the settings, enable what you need and fill the levels table: delay in days plus template.

Full documentation: https://wiki.dolibarr.org/index.php/Module_Auto_Reminder

CHANGELOG
1.3.3 - beta, the version published here. Multicompany compatibility: each entity sends and reminds its own invoices and proposals only, even when sharing is enabled. Nothing to enable.
1.3.2 - beta, the version published here. Documents and reminders are sent in the customer language when a translated template exists. Nothing to enable.
1.3.1 - Release. Reminders go to every contact sharing the highest priority role: several billing contacts on the same invoice all receive the email.
1.3.0 - Download it if you prefer the proven version:
https://framagit.org/Steph501/dolibarr-mod-autoreminder/-/raw/main/build/module_autoreminder-1.3.0.zip
Every version since the first one: https://framagit.org/Steph501/dolibarr-mod-autoreminder/-/blob/main/ChangeLog.md