TakePOS Digital Invoice

TakePOS Digital Invoice - Electronic invoicing for Dolibarr TakePOS

TakePOS Digital Invoice is a Dolibarr module designed for businesses using TakePOS. It allows your business customers to request their electronic invoice themselves after a purchase, simply by scanning the QR code printed on their receipt.

How it works

After a TakePOS sale, the module generates a secure link associated with the invoice. The customer scans the QR code, enters their company information, confirms their email address, and then receives their electronic invoice once processing is complete.

Main features

• Adds a QR code to TakePOS receipts.

• Secure public invoice request form.

• Invoice identification using a unique hash, without exposing internal Dolibarr data.

• SIRET verification using official French data sources.

• Consistency checks between the SIRET number, company name, address, postal code, and city.

• Email address validation using a secure confirmation link.

• Automatic creation of or linking to the customer third party in Dolibarr.

• Linking of the TakePOS invoice to the identified third party.

• Integration with Dolibarr's EInvoicing module.

• Generation of electronic invoices in CII or Factur-X format, depending on the EInvoicing configuration.

• Transmission to an approved platform.

• Retrieval of the official readable PDF returned by the platform.

• Automatic delivery of the official PDF to the customer by email.

• Request tracking from the Dolibarr back office.

• Actions for retrying, cancelling, and viewing errors.

• Management of expired links, already processed requests, and abusive attempts.

• Scheduled task for cleaning up old requests.

Benefits

• Reduces manual invoice requests after checkout.

• Automates customer identification and administrative processing.

• Improves the customer experience through a self-service process.

• Secures invoice requests through the public hash, email confirmation, and SIRET checks.

• Prepares TakePOS B2B sales for electronic invoicing.

• Reduces paper usage and manual data entry in the back office.

Requirements

• Dolibarr 23.0.3 or later compatible version.

• PHP 7.2 or later.

• Dolibarr Invoices, TakePOS, and EInvoicing modules enabled.

• An approved platform configured in EInvoicing.

• CII or Factur-X format configured.

Target users

This module is intended for shops, restaurants, stores, and points of sale using Dolibarr TakePOS that want to offer their French business customers a simple, secure, and self-service electronic invoice request process.