MBI Automatic invoicing of models

Module version: auto
Publisher/Licence: MB Informatique / GPL-v3
User interface language: English, French
Help/Support: MB Informatique
Prerequisites:

• Dolibarr min version: auto
• Dolibarr max version: auto

🎯 Module Overview

MBI Recurring Invoices automates the billing of your recurring invoice templates: the module generates, validates and emails your invoices for you, every day. It builds on Dolibarr's recurring invoice templates: you designate which templates to bill automatically and the recipient, and the module takes care of the rest, with real-time tracking and a complete history.

🧭 Benefits

• Time savings: recurring billing runs automatically every day, with no manual intervention.
• Reliability: never forget to bill a customer again, and safeguards prevent both duplicates and "phantom" sends.
• Visibility and control: follow each run live and access the complete history.
• Flexibility: choose, template by template, validation, PDF generation and the destination address.
• Peace of mind: any errors are reported clearly, never hidden behind a false success.

⚙️ Features

• Automatic generation of invoices from recurring invoice templates flagged for "Automatic billing", via a daily scheduled job.
• Automatic validation of the generated invoice when the template requires it.
• Automatic generation of the invoice PDF according to the template's configuration.
• Automatic emailing of the invoice to the customer, with the PDF attached.
• Three fields added to recurring invoice templates: enable automatic billing, choose the email template to use, set a dedicated destination address.
• Recipient selection: the thirdparty email by default, an option to prefer the billing contact, and one or several dedicated addresses on the template, the first as recipient, the following ones in copy (CC) or blind copy (BCC).
• Manual step-by-step launch from a dedicated list, with live progress tracking for each line (Creation → Validation → PDF → Sending).
• Global progress bar and visual cues: processed lines stay green, lines in error turn red with the failing step.
• Resume an interrupted run (closed browser) exactly where it stopped, without ever re-billing an already generated invoice.
• Stop on the first error to make it immediately visible and allow resuming after correction.
• Complete history of every step (manual and automatic), available from a dedicated menu and filterable (batch, reference, thirdparty, step, status, source).
• Interface integrated into Dolibarr, responsive display, and module available in several languages (English, French, Spanish, Italian, German).

✅ Compatibility

• Dolibarr: 19 to 23
• Module designed to integrate with the standard Dolibarr interface, under the Billing menu.
• PHP 8.0 or higher (depending on the Dolibarr version used)

🔧 Installation

1. Copy the module folder into: /htdocs/custom/
2. Go to Home > Setup > Modules/Applications
3. Enable MBI Recurring Invoices
4. Configure the module options if needed from its administration page

📄 Terms of Use

Article 1 — Publisher. The MBI Recurring Invoices module is published by MB Informatique, société à responsabilité limitée, registered with the Mulhouse Trade and Companies Register (RCS) under number 834 342 362 (SIRET 834 342 362 00029, intra-community VAT FR07834342362), whose registered office is located at 120 rue de l'Île Napoléon, 68170 Rixheim, France. Phone: 03 67 262 242 — Email: info@mb-informatique.fr — Website: https://www.mb-informatique.fr.

Article 2 — Purpose and acceptance. These Terms of Use ("Terms") govern the use of the MBI Recurring Invoices module ("the Module") for Dolibarr ERP/CRM as well as the associated services provided by MB Informatique SARL (support, updates, activation). Installing, activating or using the Module constitutes full and unreserved acceptance of these Terms. They apply in addition to the sales conditions of the platform through which the Module was acquired (e.g. DoliStore), which govern the purchase itself.

Article 3 — Code license. The source code of the Module is distributed under the GNU General Public License version 3 or later (GPL v3+), the full text of which is included in the COPYING file delivered with the Module. These Terms do not restrict the rights granted to the User by that license; they govern the services provided by MB Informatique SARL and the conditions of use of the Module.

Article 4 — Requirements and compatibility. The Module is designed for the environments indicated in its documentation (Dolibarr 19 to 23, PHP 8.0+). Its operation is not guaranteed outside these versions, in the event of a modification of the Dolibarr core, or in the presence of conflicting third-party modules. It is the User's responsibility to verify the compatibility of their environment before installation.

Article 5 — User's obligations. The User undertakes to: (a) perform a full backup (files and database) before any installation or update; (b) test the Module in a test environment before going into production whenever possible; (c) use the Module in accordance with its documentation and applicable regulations; (d) keep their Dolibarr instance under normal conditions of security and updating.

Article 6 — Support and updates. Support is provided by email at info@mb-informatique.fr, under the conditions and for the duration that may be specified at the time of purchase. The following are excluded from support: malfunctions caused by a modification of the Module or of the Dolibarr core by the User or a third party, by an environment that does not meet the requirements, or by a conflict with a third-party module. Certain updates may require a more recent version of Dolibarr.

Article 7 — Warranties. The Module is provided "as is", in accordance with articles 15 and 16 of the GPL license and within the limits permitted by law. MB Informatique SARL does not warrant that the Module is free from defects, operates without interruption, or meets a particular need of the User. Applicable mandatory legal warranties are not affected by this article.

Article 8 — Liability. To the extent permitted by law, MB Informatique SARL shall not be held liable for indirect damages (in particular loss of data, loss of business, loss of revenue, or damage to reputation), nor for damages resulting from: improper use of the Module; the absence of a prior backup; a modification of the Module by the User or a third party; or an event of force majeure. For professional Users, the total liability of MB Informatique SARL, on all grounds combined, is limited to the amount actually paid for the Module during the last twelve (12) months. Nothing in these Terms excludes liability that cannot be legally excluded, in particular in the event of wilful misconduct or gross negligence.

Article 9 — Personal data. The Module operates within the User's Dolibarr instance: the data it processes remains stored on the User's systems, and the User remains the data controller within the meaning of the GDPR. During version checking or activation of the Module, technical information (module name and version, license key, IP address and domain of the instance) may be transmitted to the server of MB Informatique SARL, solely for the purpose of managing licenses and updates, and retained for the time necessary for those purposes. The User may exercise their rights (access, rectification, erasure, restriction, objection) by writing to info@mb-informatique.fr.

Article 10 — Intellectual property and trademarks. "Dolibarr" is a trademark belonging to its respective holders. The Module is an independent development by MB Informatique SARL, not affiliated with or endorsed by the Dolibarr association. The copyright notices contained in the Module's files must not be removed, in accordance with the GPL license.

Article 11 — Term and changes. These Terms apply from the first use of the Module and for the entire duration of its use. MB Informatique SARL may amend the Terms for future versions of the Module; the applicable version is the one delivered with the version of the Module used. The cessation of services does not affect the rights granted by the GPL license.

Article 12 — Governing law and disputes. These Terms are governed by French law. Failing an amicable resolution, any dispute with a professional User falls under the exclusive jurisdiction of the courts having jurisdiction over the registered office of MB Informatique SARL. Consumer Users retain the benefit of the mandatory rules of jurisdiction and may make free use of the consumer mediation scheme, in accordance with articles L.611-1 et seq. of the French Consumer Code (Code de la consommation); the identity and contact details of the mediator appointed by MB Informatique SARL are indicated at https://www.mb-informatique.fr and provided on request at info@mb-informatique.fr.

Article 13 — Miscellaneous. If any provision of these Terms is declared void or unenforceable, the others retain their full validity. The Terms are written in French; in the event of a discrepancy between the French version and a translation, the French version prevails.

👨 💻 Publisher

MBI Recurring Invoices is a custom Dolibarr module developed by MB Informatique.

Designed for companies that bill their customers on a recurring basis, it removes repetitive data entry by generating and sending invoices automatically, while keeping full traceability of every operation.

Publisher: MB Informatique Contact: <info@mb-informatique.fr> Website: https://www.mb-informatique.fr

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🔧Changelog

UPDATE 1.3.0 (2026-07-22)

• ⚠️ Action required: disable and re-enable the module (Setup → Modules) to activate sending to several addresses.
• New: several email addresses can be entered on a template, separated by a comma.
• New: addresses after the first one receive the invoice in copy (CC) or blind copy (BCC), as chosen on the template.
• Improved: a malformed address is ignored and reported, without blocking delivery to the other recipients.
• Improved: the history and the run report now list every recipient of each invoice sent.

UPDATE 1.2.2 (2026-07-15)

• ⚠️ Action required: disable and re-enable the module (Setup → Modules) to apply the dependency, menu permissions and added languages.
• New: interface available in Spanish, Italian and German, in addition to English and French.
• Improved: the module declares its dependency on the Invoicing module and can no longer be enabled without it.
• Improved: internal optimizations and code cleanup.
• Compatibility: corrected minimum requirements — Dolibarr 19 and PHP 8.0.

UPDATE 1.2.1 (2026-07-15)

• Fixed: the "Sender" box on manually generated PDF invoices showed "-1" instead of your company name and address.
• Improved: removed the redundant "History" button from the list (history remains available from the menu).

UPDATE 1.2.0 (2026-07-09)

• ⚠️ Action required: disable and re-enable the module after updating to create the new billing history.
• New: launch automatic billing from the list, with live progress for each invoice (Creation → Validation → PDF → Sending).
• New: global progress bar; finished rows in green, error rows in red with the relevant step.
• New: resume an interrupted run where it stopped, without ever re-billing an already created invoice.
• New: stop on the first error, fixable before resuming the run.
• New: complete history of every step (manual and automatic), available from a new menu and filterable.
• Security: an email with no content is no longer reported as "sent" when the customer does not receive it.
• Security: protection against double billing if the scheduled task runs during a manual run.

UPDATE 1.1.7 (2026-07-07)

• Fixed: a single failing template blocked the generation of all the following ones for the day; each invoice is now processed independently.
• Fixed: no email is sent when the invoice stays as a draft (provisional number).
• Fixed: the PDF is attached only if it actually exists, and a sending failure is now reported instead of a false success.
• Fixed: module icon repaired in the module list and tabs.
• Improved: corrected "Modified by" column; additional field labels made distinct and translatable.
• Improved: internal optimizations and code cleanup.
• Compatibility: brought into line with Dolibarr 21 to 23 (PHP 7.2 minimum, Dolibarr 21 minimum).

UPDATE 1.1.6 (2026-04-23)

• Fixed: invoice PDF generation in the scheduled task.

UPDATE 1.1.5 (2026-03-26)

• New: option to set a dedicated recipient email address on each template.

UPDATE 1.1.4 (2025-11-21)

• Improved: suspended templates no longer appear in the automatic billing list.
• Compatibility: fix for Dolibarr 21.

UPDATE 1.1.3 (2024-04-25)

• Fixed: compatibility improvements for multi-SMTP configurations.

UPDATE 1.1.2 (2024-02-28)

• Improved: compatibility with multi-SMTP configurations.
• Compatibility: support for Dolibarr 16.

UPDATE 1.1.1 (2022-06-01)

• New: the invoice can be sent to the customer's billing contact.
• Fixed: display corrections.
• Improved: internal optimizations and code cleanup.

UPDATE 1.0 (2022-01-19)

• New: initial version — daily automatic billing of recurring templates and invoice sending by email.