RelanceCompteClient - Customer Reminder Management

RelanceCompteClient - Customer Reminder Management

The RelanceCompteClient module allows you to efficiently manage customer reminders for unpaid invoices directly from Dolibarr. It provides an intuitive interface to view customer account status and send personalized reminder emails with a detailed table of overdue invoices.

Why choose RelanceCompteClient?

RelanceCompteClient simplifies your customer reminder management by centralizing all information about unpaid invoices in a dedicated tab within each third party record. With native integration to Dolibarr and an automatic substitution system, you can send professional and personalized reminder emails in just a few clicks.

Main features

📊 Customer account status visualization

Dedicated tab

• New "Customer Account Status" tab added to each third party (customer) record
• Direct access from the customer record in Dolibarr
• Integrated interface consistent with Dolibarr interface
• Real-time display of unpaid invoices

Unpaid invoices table

• Complete display of overdue invoices with all essential information
• Invoice number with direct link to invoice record
• Due date with visual indication of delays
• Total amount including tax of the invoice
• Remaining amount due
• Number of days overdue calculated automatically
• Customer order reference (if linked)
• Internal order reference (if available)
• Automatic sorting by due date (oldest first)

📧 Reminder email sending

Integrated sending form

• Uses Dolibarr's standard form for sending emails
• Familiar and intuitive interface
• Contact and multiple recipient management
• Preview before sending

Configurable email template

• Selection of a "Thirdparty" type email template in the module configuration
• Template preselected by default to save time
• Ability to change template when sending
• Content customization before sending

Automatic substitution

• The unpaid invoices table is automatically inserted into the email
• Substitution variable __OVERDUE_INVOICES_TABLE__ available in templates
• Formatted and professional HTML table
• Automatic insertion at the variable location in the template

⚙️ Configuration

Default email template

• Configuration of a "Thirdparty" type email template that will be preselected by default
• The template must contain the variable __OVERDUE_INVOICES_TABLE__
• Complete customization of email content

Using the substitution variable

In your "Thirdparty" type email template, you can use the variable __OVERDUE_INVOICES_TABLE__ to insert the unpaid invoices table at the desired location in your email.

Email template example:

Hello __THIRDPARTY_NAME__,

We inform you that you have overdue invoices.

__OVERDUE_INVOICES_TABLE__

Please regularize your situation as soon as possible.

Best regards,
__MYCOMPANY_NAME__

Key advantages

• Time savings : Quick visualization of all unpaid invoices for a customer
• Professional reminders : Personalized emails with detailed invoice table
• Native integration : Integrates perfectly into Dolibarr interface
• Automation : Automatic insertion of table into emails
• Customization : Fully customizable email templates
• Simplicity : Intuitive interface, no training required
• Efficiency : Automatic sorting by due date to prioritize reminders
• Traceability : Complete history of emails sent via Dolibarr

Use cases

• Accounting services : Manage customer reminders for your clients with professional tracking
• B2B companies : Track and remind unpaid invoices from your professional clients
• Service providers : Efficiently remind your clients for overdue invoices
• E-commerce : Manage reminders for unpaid orders
• Agencies : Track unpaid invoices from your clients with personalized reminders
• Freelancers : Remind your clients for overdue invoices professionally

Technical information

Installation and configuration

Option 1: Cloud hosting (recommended)

The simplest solution: create your Ma Gestion Cloud instance with RelanceCompteClient already installed and configured. No technical installation required, you can start immediately.

👉 Discover Ma Gestion Cloud

Option 2: Manual installation

If you prefer to install on your own server:

1. Download the module from DoliStore
2. Deploy it in your Dolibarr instance
3. Enable the module in configuration
4. Create a "Thirdparty" type email template with the variable __OVERDUE_INVOICES_TABLE__
5. Configure the default template in module settings
6. Start using the "Customer Account Status" tab

User guide

View customer account status

1. Go to a third party (customer) record
2. Click on the "Customer Account Status" tab
3. The table displays all unpaid invoices with detailed information

Send a reminder email

1. In the "Customer Account Status" tab, check the unpaid invoices
2. Click on the "Send email" button (below the table)
3. The email sending form displays with the configured template preselected
4. You can modify the template, subject, content if necessary
5. Select the recipient (customer contact)
6. Click on "Send"

Customize the email template

When sending an email, you can:

• Select another email template from the dropdown list
• Click on "Apply" to load the selected template
• Modify the content before sending
• The unpaid invoices table will be automatically inserted at the location of the variable __OVERDUE_INVOICES_TABLE__

Support and assistance

Our team is available to assist you in using RelanceCompteClient. Contact us for any technical or commercial questions.

How to contact support

• Email: contact@ma-gestion-cloud.fr
• Website: www.ma-gestion-cloud.fr
• Technical support via your Ma Gestion Cloud client area

🚀 Ma Gestion Cloud - Dolibarr with RelanceCompteClient pre-installed

Why install manually when you can have RelanceCompteClient ready to use?

Ma Gestion Cloud offers you a complete solution: your Dolibarr instance hosted in the cloud with RelanceCompteClient already installed, configured and ready to use. No more managing installations, updates or technical configuration. Focus on your business activity!

Professional offer - RelanceCompteClient included

From €50 excl. VAT/month, benefit from:

• Complete Dolibarr : ERP & CRM with all essential modules
• RelanceCompteClient pre-installed : Customer reminder management for unpaid invoices
• DoliProspect : Kanban deal management and lead generation (France)
• DoliVizu : Integrated customer appointment booking
• DoliMautic : Marketing email automation
• Automated emails : Automatic notifications and campaigns
• Technical support : Ticket assistance
• Daily backups : 30 days retention
• Unlimited users : No limit on the number of users

Advantages of Ma Gestion Cloud cloud hosting:

• ✅ No installation required : RelanceCompteClient is already installed and configured
• ✅ Automatic updates : Your modules always stay up to date
• ✅ Secure hosting : Your data is protected and backed up daily
• ✅ 99.9% availability : Service guarantee with redundant infrastructure
• ✅ Mobile access : Use RelanceCompteClient from anywhere, on all your devices
• ✅ Scalable infrastructure : Adapt your instance to your growth
• ✅ Support included : Dedicated technical assistance for all your needs
• ✅ Optimal configuration : All parameters are pre-configured for immediate startup

🎯 More than 500 companies trust us

Join the hundreds of companies already using Ma Gestion Cloud for their commercial management and customer reminder tracking.

👉 Create my instance with RelanceCompteClient now

Start in a few minutes, no commitment, with trial period.

About Ma Gestion Cloud / Aplose

Ma Gestion Cloud is a leading provider of business management solutions, specialized in ERP and CRM implementations. With years of experience in the Dolibarr ecosystem, we develop high-quality modules that extend and improve Dolibarr's core functionality.

Our expertise:

• Dolibarr customization and development
• Business process optimization
• Multi-company management solutions
• Professional support and consulting

Why choose Ma Gestion Cloud?

• Deep understanding of business needs
• Proven track record in ERP implementations
• Continuous support and maintenance
• Commitment to open-source excellence

Useful links:

• Ma Gestion Cloud website
• Contact sales
• Aplose website