kanban facture

Take full visual control of your cash flow! No more endless, hard-to-read invoice lists. With the KanbanFacture module, track your billing progress at a glance, from "Draft" status all the way to "Paid". Designed to save you valuable time, this module combines modern drag-and-drop ergonomics with a comprehensive financial dashboard.

🚀 Key Features

• Interactive Kanban Board (Drag & Drop):

  • Move invoices between columns with a simple drag-and-drop.

  • Strict business logic enforcement: Follows native Dolibarr rules (e.g., impossible to move a "Draft" invoice directly to "Paid" without validation, remaining balance management).

  • Customizable and hideable columns tailored to your workflow.

• Integrated Financial Dashboard (11 Real-Time KPIs): No need for complex reporting tools; your key metrics refresh automatically above your Kanban board:

  • Total Invoiced Revenue (excl. & incl. VAT) and Collected Revenue.

  • Estimated Cash Flow (Collected + In Progress).

  • Overdue Amounts (highlighted in red).

  • Payable VAT and Collected/Exigible VAT.

  • Collection Rate percentage.

• Detailed Invoice Cards:

  • Instant view: Customer name, total amounts, due dates, payment terms.

  • Visual progress bar for partial payments.

  • Visual indicators (Urgency badges, overdue alerts).

  • One-click PDF generation and preview.

• Fast Actions without Reloading (100% AJAX):

  • Payment Logging: Register full or partial payments directly from the invoice card via an intuitive modal.

  • Secure Cancellation: Cancel invoices by recording a reason and internal note.

  • Dunning & Collection Notes: Add, edit, or remove follow-up notes directly on cards (seamlessly integrated with Dolibarr events).

• Advanced Filters & Search:

  • One-click quick filters: My Invoices, Overdue, Pending Payment.

  • Date range filters (Invoice Date or Due Date).

  • Multiple sorting options (by date, due date, amount, or urgency).

🛠 Why Choose KanbanFacture?

• Zero Page Reloads: All actions (payments, status updates, note edits) are instantaneous.

• Fully Responsive: Adapts seamlessly to PCs, tablets, and smartphones.

• Native Multilingual:     

• Clean & Audited Code: Fully compatible with PHP 8.4 and optimized for fast performance.

Technical Requirements

• Minimum Dolibarr Version: 14.0 (Compatible up to v24.0+)

• Minimum PHP Version: 7.4 (Compatible with PHP 8.0 through 8.4)

• Dependencies: Native "Invoices" and "Third Parties" modules enabled.

Installation

• Download the module's .zip archive file.

• Deploy the module from the Setup > Modules/Applications section of your Dolibarr.

• Enable the "KanbanFacture" module.

• Find the "Kanban" button directly in the toolbar of your standard invoice list!

Useful Links

• 📖 Documentation

• 🎥 Démo  

  Login: demo | Password: demodemo1000

Installation (Alternative Method)

From your Dolibarr interface:

1. Go to Setup > Modules/Applications.

2. Click on Deploy/Install external module and upload the provided file.

3. Path after installation: custom/kanbanfacture/

Contact

• 📧 Email: support@intechso.com

• 🌐 Website: www.intechso.com