Promotions

  • DigiRisk

    DigiRisk allows you to create, manage, and update your Risk Assessment Document directly within Dolibarr. Fully compliant with French legislation, it includes risk evaluation, action planning (PAPRIPACT), accident management, and much more.

    150.00 €  (180.00€)
  • Trello Tasks Plus

    Dolibarr Trello is a project management tool based on a visual and intuitive Kanban board type interface. It allows teams to collaborate effectively and monitor the progress of their projects in a simple and efficient way.

    150.00 €  (360€)

New products

  • Sites2

    Manage all the physical locations of your customers and partners with automatic geolocation. Calculate distances and travel times, check weather forecasts, and plan your projects. View your sites on an interactive map and optimize your business travel.

    65.00 €
  • PnL Management module

    Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability

    99.00 €

ClientGuard- Cashflow risk management

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ClientGuard is a powerful solution for Dolibarr that helps manage client account restrictions effectively. Automate payment conditions, track contract statuses, enforce financial limits, and ensure proposals, orders, and invoices comply with your business rules. Fully customizable permissions allow seamless control over user access while maintaining financial stability.

50.00 €

  • Author Abdelkhalek BAOU
  • Module version 1.0
  • Release date 10/27/2024
  • Access to download and updates 1 year
  • How to contact support a.b@sunq.ma
  • Compatibility Dolibarr V17 - V21
  • Last update 11/14/2025 12:54 PM

More info

Module version: auto
Publisher/Licence: Abdelkhalek BAOU / GPL-v3
User interface language: English
Help/Support: None / Forum www.dolibarr.org / Mail to contact@publisher.com
Prerequisites:

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

Install (For Dolibarr v9+):

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

Install (For Dolibarr v8-):

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command  unzip clientguard.zip
  • Module or skin is then available and can be activated.

 

ClientGuard Module for Dolibarr

The ClientGuard module enhances Dolibarr's capabilities by providing a robust system to manage and restrict client actions based on their financial status. It automates control over client orders, proposals, invoices, and projects based on predefined financial rules. The module introduces a set of customizable restrictions to ensure clients are only able to create, modify, or validate documents when they meet specific financial conditions.

Key Features:

  1. Financial Management Automation: Automatically enforces financial controls based on client status, outstanding balances, and overdue invoices.
  2. Customizable Payment Terms: Define default payment terms that are automatically applied when creating new third parties (companies).
  3. Extrafield Management: Introduces new extrafields to track client contracts, tolerance days, and balance limits.
  4. Project, Proposal, Order, and Invoice Control: Set custom restrictions for creating, modifying, and validating these documents based on client financial conditions.
  5. Admin Configuration: Provides an easy-to-use interface to configure client financial rules, including maximum outstanding balance, contract requirements, and tolerance for overdue payments.
  6. User Permissions: Allows administrators to grant specific users the right to bypass these financial restrictions for flexibility in managing certain clients.
  7. Seamless Integration: The module integrates directly with Dolibarr’s third-party and document management systems, making enforcing financial rules without additional manual input easy.

Use Cases:

  • Automatically block or allow client actions like validating invoices if they exceed payment terms or outstanding balance limits.
  • Ensure only clients under active contracts can make proposals, orders, or projects.
  • Prevent financial risks by ensuring clients settle overdue invoices before new actions can be taken.

Compatibility: The ClientGuard module is compatible with Dolibarr version 20.0.1 and is built following the best practices recommended for module development.

 

The restrictions don't cover the admin who has the right to modify/write in the module, if you like as an admin to be restricted too please disable the permission to write in the module.

Wiki ClientGuard