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Professional customer credit suite for Dolibarr: clear statement, outstanding balance, aged receivables, structured PDF and safe commercial reminders (simulation by default).
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Smart Credit Manager Suite helps sales and accounting teams understand a customer account at a glance in Dolibarr.
It clarifies the difference between historical balance, due outstanding amounts and written-off receivables, then turns that information into clear screens and professional exports.
Main features:
- Chronological customer statement (debit / credit / running balance)
- Summary: historical balance, due outstanding, abandoned remainder
- Open invoices with payment progress
- Informative product details
- Aged balance (aging buckets)
- Account health indicators (green / orange / red)
- Sales ranking by turnover and margin
- Structured multi-section PDF export
- Excel export
- Commercial reminder alerts with multi-channel notifications
- Simulation mode by default (no accidental automatic sending)
- Payment promises support
No Dolibarr core files are modified. The module installs as a standard custom module.
Compatible with Dolibarr 17.0.x. Languages: English and French.
Publisher: Graphphon (https://www.graphphon.com).