Auto Reminder

Auto Reminder automatically sends and follows up your invoices and your commercial proposals. Everything runs through a daily scheduled job. 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.
- 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.
- 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.

AUTOMATIC OR SEMI-AUTOMATIC
In automatic mode, reminders go out on their own. In semi-automatic mode, the module prepares each reminder and lets you send it yourself: a bell in the top bar shows how many invoices and proposals are to be reminded, the lists get a "Reminder" column and a "To remind" filter, and a "Remind" button on the document opens the send form, prefilled with the template of the level and the recipients.

PER CUSTOMER AND PER DOCUMENT
A "Reminders" field on the third party, the invoice, the template invoice and the proposal chooses Automatic, Semi-automatic or None. The document wins over the third party, which wins over the module settings: a customer in dispute set to None, with one invoice set to Automatic, gets reminders for that invoice only.

RECIPIENTS
For the initial sending as well as for the reminders: the contacts attached to the document (billing first for an invoice, follow-up first for a proposal), otherwise the default contacts of the third party, otherwise its first active contact having an email address, otherwise the email address of the third party. Disabled contacts are never used.

EACH CUSTOMER IN HIS OWN LANGUAGE
An email follows the language of the customer, else the default language of emails chosen in the settings, else the language of Dolibarr, and the first of these languages in which the template exists wins. Example: in a French Dolibarr with English as default language of emails, a German customer receives the English translation of the template when there is no German one. Dates and amounts follow the language of the email.

MULTI-COMPANY
Compatible with the Multicompany module: each entity sends and reminds its own documents only, with its own settings, levels and templates.

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.

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.

TRIGGERS FOR DEVELOPERS
AUTOREMINDER_SEND after the automatic sending of a validated document, AUTOREMINDER_REMIND after a reminder, with the details in $object->context['autoreminder'].

Full documentation: https://wiki.dolibarr.org/index.php/Module_Auto_Reminder
Changelog, every version since the first one: https://framagit.org/doli/modules/autoreminder/-/blob/main/ChangeLog.md