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Add a fee line to your invoices. The fee percentage (or charge) can be set by default or for each client.
Optimize your financial tracking with a dual solution: a comprehensive module showing balance trends of selected accounts, seamlessly integrated as a dashboard widget for instant visibility. Dynamic color coding highlights positive, negative, or zero balances, while the last transaction’s date and time let you view your total cumulative balance in real time at a glance.
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Automatically and quickly update your customers' Incoterms with the city and country indicated in their address. Display the city and country in the Incoterms mention on customer commercial documents (quotes, orders, shipments, invoices).
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On quotes, orders, shipments, and invoices : For international customers, easily display the destination city and country for Incoterms. A "refresh Incoterms" button allows you to update the Incoterms shown on commercial documents. The information is retrieved from the address entered in the customer record.
From the THIRD PARTIES tab on the customer record : Update the Incoterms using a "refresh Incoterms" button. The city and country information is automatically retrieved from the customer's address entered in their record.
From the third parties list in the THIRD PARTIES tab : Save time — from this list, select customers and use the bulk action "update Incoterms with location" to automatically update the Incoterms for all selected customers. This module also allows you to display additional columns for Incoterms and Incoterm location in the customer list.
One-click bulk update for Dolibarr administrators :
Checkout this module on our demonstration Dolibarr server: https://dolidemo.m34d.com
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Auto Incoterms module is published under the GNU GPLv3 license
Got a problem with installation, setup, connection, etc. ? Get in touch and we’ll help you out