SOA Pro

Long Description

SOAPro adds a dedicated Statement of Account (SOA) generator to Dolibarr, solving a critical gap in the native invoice module. Currently the only way to produce an SOA is through the Export module — which exposes all company data to any user who needs it. SOAPro gives you a self-contained, permission-controlled solution.

Key Features

Generate SOA for customers, suppliers, or both in a single consolidated view. When a third party exists as both customer and supplier, SOAPro automatically detects this and offers three options — Customer SOA, Supplier SOA, or Consolidated SOA showing the net position.

All generated PDF, Excel, CSVs are saved within the module and can be printed, downloaded, or emailed directly using Dolibarr's native email system with the PDF pre-attached and the recipient pre-populated.

Granular Permission Control

SOAPro has its own permission set independent of the Export module. Assign exactly what each user can do — view, generate, print, email, or delete. Restrict access by SOA type so a user can only access customer SOA, supplier SOA, or consolidated view based on their role.

Financial Accuracy

Every SOA includes opening balance brought forward, full transaction history with original amount, paid amount and outstanding balance per invoice, running balance, and an ageing summary showing outstanding balances by overdue period. Multi-currency transactions are grouped by currency with separate totals and ageing per currency.

Audit Trail

Every action — generate, print, email, delete — is logged with user name, timestamp, IP address, third party, SOA type, and date range used. Full accountability for every SOA produced.

Professional PDF Output

Company logo, address, CR number and VAT number pulled automatically from your Dolibarr configuration. Clean single-table ledger layout consistent across all SOA types. Ageing summary included at the bottom of every PDF.

Compatibility

Dolibarr v17 and above. Developed and tested on v22.0.3. Uses only stable Dolibarr APIs and hook system — no core file modifications.