Change Customer Invoice Reference

You have created a draft invoice, but you realize that the generated reference does not match your expectations or numbering conventions.
Usually, to change an invoice reference in Dolibarr, you must:

• Either delete the invoice and recreate it entirely (time-consuming, risk of data loss)

• Or intervene directly in the database via phpMyAdmin or SQL (risky, requires technical skills, not accessible to standard users)

• Or wait until validation and then use the modification feature (but the invoice is no longer a draft)

These solutions are time-consuming, risky, and impractical for day-to-day operations.

The solution: Change Invoice Ref

This module adds an action button “Change reference” directly on each customer invoice card that is in draft status.
In a single click, you can:

1. Click the “Change invoice reference” button

2. Enter the new reference in an intuitive modal window

3. Confirm the change

4. The page automatically reloads with the new reference applied

Detailed operation

User interface

• A dedicated button automatically appears on all invoice cards in draft status

• A dialog (modal) opens on click, showing the current reference pre-filled

• Real-time modification with immediate visual feedback after validation

Security and controls

• Operation limited to draft invoices only (status 0) to preserve accounting integrity

• Automatic check of the uniqueness of the new reference (no duplicates possible)

• CSRF token validation to protect against malicious attacks

• Permission control: only users with the “Modify invoice reference” right can use this feature

• Strict compliance with Dolibarr multi-entity isolation

Benefits

• ✅ Significant time savings (10 seconds instead of 5 minutes)

• ✅ No technical skills required (accessible to all users)

• ✅ No risk of SQL errors or data corruption

• ✅ Full traceability through Dolibarr permissions

• ✅ 100% integrated into Dolibarr (native, responsive design)

• ✅ Compatible with all custom numbering models

Concrete use cases

• You use a specific numbering system (by customer, by project, by year) and need to adjust it manually

• A data entry error slipped into the automatically generated reference

• You must adapt the numbering to a last-minute legal or administrative constraint

• Migration from another system: need to keep existing references

Technical

• 2-click installation from the Dolibarr interface

• Compatible with Dolibarr v16 to v22+ and future versions

• Compatible with PHP 7.0 to 8.3+

• Code 100% compliant with Dolibarr standards (hooks, permissions, translations)

• French and English translations included

• No modification of the Dolibarr core

Support and updates

• Module developed by Daxit Solutions, certified Dolibarr expert

• Professional support available

• Regular updates to ensure compatibility with new Dolibarr versions