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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Add a full personalisation studio to Dolibarr. The seller — or the customer himself, from a plain link — composes what will be printed on the product: text, pictures, shapes, clip art, QR codes and vector drawings, spread over as many print areas as the product needs. The price is updated at every change, from the surface covered, the colours used, the printing method and the quantity.
A clearer daily workspace for customers, contacts, proposals, invoices and products. Light and dark modes, role-oriented layouts and mobile-friendly Focus lists. Email support and updates included for 12 months.
Digitize paper with your phone camera or scanner and save it as a PDF in the Documents tab of any Dolibarr record. Automatic cropping, blank pages, split into documents and searchable text.
Connect Dolibarr to your Billit account, a French Approved Platform and Peppol access point. Invoices and credit notes go to Billit in one click, in bulk or on validation. Totals are checked before sending, statuses come back on their own, supplier invoices arrive as drafts. Billit subscription required.
Moroccan tax package (liasse fiscale) in Dolibarr: balance sheet, CPC, ESG and schedules filled from the trial balance (CGNC chart), EDI XML file validated against the DGI XSD schema and ZIP ready for Simpl-IS. Normal and simplified models, sales by customer statement, pre-filing checks, PDF. Dolibarr 18 to 24.
Modern touch POS for Dolibarr. Every checkout becomes a native invoice with reconciled payment and stock, in one atomic close.
Packaging and EPR in Dolibarr: packaging composition for each product, automatic computation from invoices and shipments, Citeo, Léko, EPRO 2027 and German LUCID (XML) reports, PPWR (EU) 2025/40 register report, EU declaration of conformity as PDF, EPR numbers on invoices. Dolibarr 18 to 24.
EU Deforestation Regulation (EU) 2023/1115 compliance in Dolibarr: 5-year register of DDS reference numbers, automatic pass-on to customers and PDFs, due diligence statements and simplified declarations through the official TRACES V3 API, checked GeoJSON plots. Dolibarr 18 to 24.
Dolibarr can generate recurring invoices but cannot collect them. Abonnements Pro adds what is missing: your customer saves a card or signs a SEPA mandate from a link, every invoice is debited automatically, and a Dolibarr payment is recorded. Failures, dunning, service suspension and a recurring revenue dashboard are included.
Keep invoicing in Dolibarr and send documents to your accountant on Pennylane. Automatically export customer and supplier invoices with PDFs, track exports, retry errors and catch up on past invoices. For EUR businesses with Pennylane API access. Independent connector.
The second half of the French reform, the one Factur-X does not cover. Your consumer sales, international operations and service payments reach your accredited platform in the official flow 10 format, validated against the tax authority schema before anything is sent. Two separate calendars, blocking anomalies, full journal and replay.
Manage Peppol inside Dolibarr: check invoices and credit notes before sending, receive supplier drafts, get started with a guided wizard and automate sending. FR, EN and NL interface. Peppyrus included; Scrada Peppol Only in beta.
Bring Qonto transactions into Dolibarr, review receipts and match invoices from one workspace. Bank cards, a transaction side panel and batch reconciliation with explicit confirmation make daily processing easier. Missing-receipt filters and reusable rules. Independent connector, standalone or with DoliBank Match.