Remaining to bill

In Dolibarr, an order only has a yes/no "Billed" flag. As soon as you invoice in several steps, nothing tells you what is left to invoice: you have to open each order and add up its invoices by hand.

Remaining to bill computes, for each customer order and each line, the quantity and amount (excl. tax) already invoiced and what remains:

• partial invoices, "% of the order" invoices, credit notes;
• down payments: they reduce the remaining amount until deducted, and are never counted twice;
• one invoice for several orders: spread between them, with no double counting;
• invoices created from a shipment.

A list (Commerce menu, under orders) with three views: by order, by line and by customer, with filters, sorting, grand total and CSV export. A tab on each order details the lines, the invoices taken into account and the invoice lines that match no order line.

The module flags what deserves a look rather than showing a wrong figure: order classified "billed" with an amount left, draft invoice in progress, invoiced beyond the order, edited free line, situation invoice.

Read only: no order or invoice is changed. Dolibarr's restrictions apply (a sales rep only sees their customers). Interface in French, English and German. Compatible with Dolibarr 19 to 24. Written by Dolix (dolix.fr). Tested on Dolibarr 19.0.4, 20.0.4, 21.0.4, 22.0.5, 23.0.4, 24.0.1 and 24.0.2, with PHP 8.2; syntax checked with PHP 7.4, 8.3 and 8.4.

Limitations and exclusions

• Amounts excluding tax only, in the company currency.
• Situation invoices are not computed: they are flagged, and the remainder has to be checked by hand.
• Only invoices linked to the order, or to one of its shipments, are taken into account.
• The module shows, it does not act: no button to invoice the remainder, and the order's "Billed" status is not changed.
• Customer orders that are validated, in progress or closed; no supplier orders, no drafts. Beyond 5,000 filtered orders, only the 5,000 most recent are computed.

Support: included / not included

Included

• Email reply from support@dolix.fr, in French, English or German, within two working days.
• Help with installation or activation errors, behaviour that differs from this page, and questions on how to use it.
• Fixes for bugs reproduced on a Dolibarr version covered by this page, shipped in a new version of the module.

Not included

• Installation or setup done for you, training, custom development.
• Problems in Dolibarr itself or in other modules: an opinion and a lead when possible, with no commitment to a result.
• On-call service: no evening or weekend cover.
• Orders, invoices and refunds: handled by the DoliStore.

Online demo

Try the module without installing anything: demo.dolix.fr/custom/dolixresteafacturer/liste.php. Login demo, password demo. Sample data, reset every night. The demo is in French.

Documentation (installation, settings, FAQ, version history): dolix.fr/en/modules/reste-a-facturer