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This Dolibarr module displays contextualized windows that help users get started with the software. You can edit your own screens (onboarding) to suit your operations and processes.
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Easily change the thirdparty (customer) linked to a draft invoice directly from the invoice card in Dolibarr.
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The Change Invoice Thirdparty module allows you to quickly modify the customer assigned to a draft invoice without recreating the document. A new action button is added to the invoice card, opening a dialog box to select a different thirdparty from your database. The change is applied instantly upon validation, ensuring your workflow remains smooth and efficient.
Key features include:
Adds a “Change Thirdparty” button to draft invoice cards.
Displays a popup with a dropdown list of eligible customers.
Works only on draft invoices to maintain accounting integrity.
Respects Dolibarr permissions and entity isolation.
Fully compatible with Dolibarr hooks and module development guidelines.