MBI Avis Client

🎯 Module Overview

MBI Avis Client turns every invoice you send into an opportunity to collect an online review, without changing anything in your habits.

When you are about to email an invoice, the module offers to ask that customer for a review. The request is then sent on its own, either right after the invoice or a few days later, using an email wording you define yourself.

🧭 Benefits

• Collect more Google, Trustpilot or Facebook reviews by asking at the very moment you already contact your customer.
• One click, nothing to prepare: no separate campaign to build, no reminder to keep in mind.
• A customer who declines is never asked again — the choice is recorded for good.
• Every request sent is logged on the customer record, so your team always knows who was solicited and when.
• The wording stays yours: the message is a standard Dolibarr email template you can edit at any time.

⚙️ Features

• Displays a notification on the invoice card as soon as you open the Send by email screen, offering to also ask this customer for a review.
• Two possible answers: queue a review request, or stop showing the prompt for this customer.
• Immediate sending: the review request goes out right after the invoice email has actually been sent.
• Deferred sending: the request goes out after a number of days you choose, handled by a daily scheduled job installed with the module.
• The message is a standard Dolibarr email template named mbiavisclient, editable from the email template setup, where every Dolibarr substitution variable can be used.
• Optional copy of each review request to your own company email address.
• Each request actually sent is recorded as an event in the customer's agenda, linked to the invoice concerned.
• Once a request has been sent, the prompt becomes available again for that customer on a later invoice, while a refusal stays permanent.
• Only users allowed to send the invoice by email can ask for a review.
• A request is marked as processed only once the email has actually been handed over to the mail server, so a sending failure never discards it silently.
• Multi-company aware: requests are kept separate for each entity.

🧩 Requirements and Dependencies

• Required: the Dolibarr Invoices module, enabled.
• Required: a sender email address configured in Dolibarr (Home > Setup > Company/Organization). It is used as the sender of the requests and as the recipient of the optional copy.
• Recommended for deferred sending: an operational Dolibarr scheduled jobs system, so the request goes out on the expected day. The module installs its own daily job. Without an active scheduler, deferred requests that have reached their due date are sent the next time an invoice is emailed.
• Optional: nothing further. The module ships every asset it needs and calls no external service.
• Incompatibility: none known.

✅ Compatibility

• Dolibarr minimum required: 19.0
• Dolibarr maximum declared and tested: 23.0.3
• Module designed to blend into the standard Dolibarr interface, with no modification of the core.
• PHP minimum required: 8.0
• Available languages: English, French, Spanish, Italian, German

🔧 Installation

1. Download the module ZIP archive without unpacking it.
2. In Dolibarr, go to Home > Setup > Modules/Applications.
3. Open the Deploy/Install external module tab.
4. Upload the module ZIP archive.
5. Search for and enable MBI Avis Client.
6. Configure the module options from its setup page if needed.
7. Make sure the users concerned are allowed to send invoices by email.

Manual installation: copy the mbiavisclient folder into /htdocs/custom/, then enable the module from the module list.

🚀 Getting Started

1. Open Home > Setup > Modules/Applications > MBI Avis Client.
2. Choose whether you want to receive a copy of each request.
3. Set the deferred sending delay in days, or leave it at 0 to send the request together with the invoice.
4. An mbiavisclient email template was created when the module was enabled. Open it in Home > Setup > E-mails > E-mail templates and adapt it to your business: review links, phone number, signature. Every Dolibarr substitution variable can be used in it.
5. If you use deferred sending, check in Home > Setup > Scheduled jobs that the MBI Avis Client job is active.
6. Open a validated invoice and click Send by email: the prompt appears at the top right. Answering "Yes" sends the review request right after the email carrying the invoice.

🔄 Updates and Uninstallation

• Back up your files and database before any update.
• Read the ChangeLog, then deploy the new archive over the existing version.
• After an update, disable then re-enable the module from the module list: Dolibarr replays the SQL scripts and the scheduled job declaration at activation only.
• Disabling the module keeps its table, its settings, your email template and the scheduling of its job. Nothing has to be configured again.
• Data created by the module is kept: neither disabling the module nor deleting its files removes its table, its settings or its email template. Removing them is a deliberate manual operation.

🛟 Support and Documentation

For any assistance request, contact MB Informatique at: <info@mb-informatique.fr>

To help with diagnosis, please provide:

• the Dolibarr version in use;
• the module version;
• the PHP version;
• a detailed description of the problem and the steps to reproduce it;
• any error messages or screenshots.

This page is the main documentation for the module.

📄 Terms of Use

Article 1 — Publisher. The MBI Avis Client module is published by MB Informatique, a limited liability company registered with the Mulhouse Trade and Companies Register under number 834 342 362 (SIRET 834 342 362 00029, EU VAT number 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 govern the use of the MBI Avis Client module ("the Module") for Dolibarr ERP/CRM as well as the associated services provided by MB Informatique SARL (support, updates, activation). Installing, enabling or using the Module constitutes full and unreserved acceptance of these Terms of Use. They apply in addition to the terms of sale of the platform through which the Module was acquired (e.g. DoliStore), which govern the purchase itself.

Article 3 — Code licence. 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 provided in the COPYING file shipped with the Module. These Terms of Use do not restrict the rights granted to the User by that licence; 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 stated in its documentation (Dolibarr 19.0 minimum required, Dolibarr 23.0.3 maximum declared and tested; PHP 8.0 minimum required). Its operation is not guaranteed outside those versions, in the event of modification of the Dolibarr core, nor in the presence of conflicting third-party modules. It is the User's responsibility to check the compatibility of their environment before installation.

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

Article 6 — Support and updates. Support is provided by email at info@mb-informatique.fr, under the conditions and for the duration specified at the time of purchase, if any. 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. Some 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 licence and within the limits permitted by law. MB Informatique SARL does not warrant that the Module is free of defects, operates without interruption or meets any particular need of the User. Mandatory statutory warranties that apply are not affected by this article.

Article 8 — Liability. Within the limits permitted by law, MB Informatique SARL shall not be held liable for indirect damages (in particular loss of data, loss of business, loss of turnover, damage to reputation), nor for damages resulting from: use of the Module that does not comply with its documentation; the absence of a prior backup; a modification of the Module by the User or a third party; 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 over the last twelve (12) months. Nothing herein excludes liability that cannot lawfully be 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 functional data it processes remains stored on the User's systems, and the User remains the data controller within the meaning of the GDPR. In order to allow a version availability check or access to the activation service, the Module may declare to the Dolibarr core service addresses operated by MB Informatique SARL. When the User triggers one of these functions, Dolibarr may contact the service concerned and transmit the technical identifier of the Module to it. The Module contains no licence key and does not itself transmit either the contents of the Dolibarr database or the domain of the instance. As with any connection to an Internet service, the public IP address used to establish the connection may appear in the technical logs of the receiving server, for security and operational purposes. The User may exercise their rights regarding personal data by writing to info@mb-informatique.fr.

Article 10 — Intellectual property and trademarks. "Dolibarr" is a trademark belonging to its respective owners. The Module is an independent development by MB Informatique SARL, neither affiliated with nor endorsed by the Dolibarr association. The copyright notices contained in the Module files must not be removed, in accordance with the GPL licence.

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

Article 12 — Governing law and disputes. These Terms of Use are governed by French law. In the event of difficulty, the User is invited first to send a written complaint to MB Informatique SARL in order to seek an amicable solution. Failing an amicable resolution, any dispute with a professional User falls within the exclusive jurisdiction of the Commercial Court of Mulhouse, including in the case of summary proceedings, warranty claims, incidental claims or multiple defendants. Consumer Users retain the benefit of the mandatory rules of jurisdiction and may use the consumer mediation scheme free of charge under the conditions provided for by articles L.612-1 et seq. of the French Consumer Code. Up-to-date information on the consumer mediation applicable to the services of MB Informatique SARL is set out in its General Terms and Conditions of Sale, available at https://www.mb-informatique.fr/cgv.html.

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

👨 💻 Publisher

MBI Avis Client is a Dolibarr custom module developed by MB Informatique.

Designed for any company that invoices through Dolibarr and wants to build its online reputation, it turns an existing routine — sending the invoice — into a steady source of customer reviews.

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

🔧 Changelog

UPDATE 1.2.0 (2026-07-30)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: the "Do not ask again" button is offered again in the notification, to permanently exclude a customer.
• Improved: review requests are now isolated per company in a multi-company environment.
• Improved: removal of superfluous processing that queried the database on every action in Dolibarr.
• Security: the notification actions are restricted to users allowed to send the invoice by email.
• Security: fixed a flaw allowing anyone to act on the review requests of any customer.
• Fixed: the review request was not sent when deferred sending was not configured.
• Fixed: the review request email was displayed without any line break.
• Fixed: a request was lost without warning when sending failed, and could be recorded twice.
• Compatibility: Dolibarr 19 to 23.0.3 and PHP 8.0 minimum; Spanish, Italian and German added.

UPDATE 1.1.0 (2023-07-18)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: deferred sending is now handled by a scheduled job, created automatically when the module is enabled.
• Fixed: attaching a file to the invoice email caused an error.
• Fixed: the deferred sending date was not respected.

UPDATE 1.0.6 (2022-05-20)

• Security: stronger control of the actions triggered from the notification.
• Compatibility: support for Dolibarr 15.

UPDATE 1.0.5 (2021-11-15)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• Fixed: in a multi-company environment, review requests and the copy setting were not specific to each company.

UPDATE 1.0.4 (2021-03-09)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: ability to defer the sending of the review request by several days.
• Improved: narrower notification, better suited to smartphones.
• Improved: more substitution variables available in the email template.
• Fixed: a second email template was created every time the module was enabled.
• Fixed: an error occurred when sending the review request.

UPDATE 1.0.3 (2021-01-15)

• New: every review request sent is recorded in the customer's agenda.

UPDATE 1.0.2 (2021-01-14)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: option to receive a copy of every review request.
• New: the date of the last request is shown in the notification.
• Improved: simplified notification, now offering only the confirmation.
• Improved: additional substitution variables in the email template.

UPDATE 1.0 (2021-01-06)

• New: initial version. When you are about to email an invoice, the module offers to ask that customer for a review.
• New: the email content relies on a template editable from the Dolibarr email template setup.