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This module adds a sales funnel to Dolibarr's CRM, based on the prospect status field and an additional prospect score automatically calculated when prospect data is completed. Easily track the progression and quality of your leads in a clean and intuitive interface.
A module to popup a message when a blocking ticket has the status Unread and the user belongs to the selected usergroup
Billing or Accountancy
Structured Communication calculates the code of customer invoices for better payment reconciliation. this code is displayed in an additional field. #Belgium
This module allows you to allocate supplier invoices and expense reports to better understand your margin. The allocation can be performed on customer/supplier invoices, tasks (and projects), interventions, and the Factory module. It is possible to total the allocated amounts and the difference between the invoice amount and the allocations on the native lists.
This module gives you a more detailed view of your company's activity on the moment, by adding year to date statistics columns.
Allows registering bank income not necessarily linked to invoices, managing collections of pending invoices, employee loans, and fast sales shipments, generating PDF and print tickets. Requires free bankenhancer module to display correctly.
Addition of a minimum amount per document and possibility to notify or block if it is not reached
The Detailed Sage Accounting Module from NextGestion is a fully comprehensive accounting solution, designed to meet the highest professional standards. Inspired by the logic and structure of Sage software, it enables centralized, precise financial management, ensuring traceability, transparency, and efficient decision-making.
Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
The LIPE module is used to generate periodic VAT settlements in XML format to be sent via the Revenue Agency, the LIPE and also generates the F24 for bank payment.
The FacturZen module for Dolibarr simplifies and automates the management of overdue invoice reminders. Whether via email or internal tasks, FacturZen helps you optimize your debt collection processes while maintaining full control over your actions.
The Delivered - Sold Products module enables detailed tracking of received, delivered, and sold products in Dolibarr. It provides a clear view of stock movements and helps optimize product management based on sales and supplies.