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Automatic sending and reminders for business documents. Currently: invoices (auto-send on validation, configurable reminder levels for unpaid invoices).
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Module to automate sending and reminders for business documents. Currently supports invoices, with proposals and orders coming soon.
Feature 1 — Automatic sending of validated invoices:
- Sends invoices by email as soon as they are validated, with PDF attached
- Configurable Dolibarr email template
- Anti-duplicate: each invoice is sent only once
- Smart recipient resolution (billing contact > third-party contact > third-party email)
Feature 2 — Overdue invoice reminders:
- Automatic reminders based on configurable levels (unlimited)
- Each level defines a delay in days and an email template
- Negative delays supported (preventive reminder before due date)
- Option to include/exclude partially paid invoices
How it works: daily cron job automatically configured when the module is activated. Each sending is logged in the invoice agenda.