🎯 Module Overview

MBI Gift Voucher manages the complete lifecycle of multi-purpose gift vouchers in Dolibarr: from the sale at the counter through to expiry, without distorting either VAT or the cash drawer. A voucher is issued from the back office or straight from the point-of-sale payment screen, printed as a gift-ready document, then spent in one or several instalments on customer invoices as a genuine means of payment. It is aimed at shops, restaurants and service providers who sell gift vouchers and want to track them precisely, from the amount received down to the balance still owed to the customer.

🧭 Benefits

• The cash drawer adds up: the voucher amount goes through the receipt, the customer pays for the purchase and the voucher in one go, and no surplus appears at the till.
• VAT handled the right way round: issuing a multi-purpose voucher stays outside the scope of VAT, the tax becoming due only when the voucher is spent.
• No voucher lost from sight: remaining balance, total outstanding liability, vouchers about to expire and redemption history are available at all times.
• A gift-ready voucher in seconds: three document designs to choose from, with a QR code, terms of use and a personal message to the beneficiary.
• Less data entry: batch generation for your campaigns, automatic reminders to beneficiaries, and accounting entries produced without re-keying.

⚙️ Features

Gift voucher management

• Dedicated record with creation, editing, validation, cloning, cancellation and deletion, across five statuses: draft, active, used, expired and cancelled.
• Automatic reference numbering in the BC2608-0008 format, using either a simple model or a fully configurable mask.
• Voucher code generated automatically, unique, short and easy to copy by hand, shown both in the list and on the record.
• Complete business fields: label, face value, quantity, customer, project, description and notes.
• Beneficiary distinct from the purchaser: name, email address and personal message printed on the voucher.
• Configurable default validity duration, with an expiration date that can be adjusted voucher by voucher.
• Contacts, notes, documents and events tabs, customisable complementary attributes and multi-company support.
• Sortable and filterable list across every field, with search by reference and by code.

Balance and redemption

• Remaining balance tracked per voucher: it can be spent in one or several instalments and automatically switches to "used" once exhausted.
• Redemption on a validated customer invoice as an internal payment, with no discount and no change to the taxable base.
• A "Pay with a gift voucher" form added directly to the invoice card, by entering the code.
• Automatic checks before any redemption: active voucher, not expired, sufficient balance, validated invoice, matching customer and an amount left to pay.
• Overpayment protection: two simultaneous redemptions on the same invoice can no longer exceed the amount due.
• Dated redemption history shown on the voucher record, with the matching invoice and payment.

Selling and redeeming at the till

• A Gift voucher button added to the point-of-sale payment screen, sized for a touch screen.
• Sale at the counter: enter the amount, designate the holding customer — created on the spot if needed — and an optional beneficiary.
• The voucher amount is added to the current order, with a configurable VAT rate and an optional product for accounting mapping.
• The voucher is only really issued once the order has been settled in full: neither a partial instalment nor an abandoned order produces an unpaid voucher.
• Selling remains possible even when the displayed bill is already validated: the voucher is then carried by the table's open order, and the cashier is told so.
• Redemption at the counter: code or reference typed or scanned, balance and validity displayed before committing, payment carried by the normal till workflow.
• The voucher code appears on the receipt line, and a banner shows, once the order is settled, the final reference, the amount and the code to copy onto the paper voucher.
• Any "gift voucher" payment presented without a voucher is refused.
• Optional restaurant mode: the holder is picked from a list of existing customers, with one preselected, to avoid filling the database with duplicates.

Documents and delivery

• Three voucher designs in PDF format: elegant certificate, classic certificate and modern card.
• Every document carries the QR code, the voucher code, its value, its validity date, the beneficiary, their message, the terms of use, the VAT notice applicable to multi-purpose vouchers, plus your company logo and contact details.
• ODT generation from your own word-processor templates.
• Configurable draft watermark on vouchers still in draft, and specimen preview from the setup page.
• Sending the voucher by email with the document attached, and a direct send button to the beneficiary whose address is pre-filled.
• Public presentation page for the voucher, reached from the QR code without logging in, read-only and protected against repeated attempts.

Accounting

• Issuance receipt created automatically when a voucher is validated, from the bank or cash account to the outstanding liability account, outside the scope of VAT.
• Redemption entry and expiry entry generated automatically, without VAT, with a configurable journal and accounts.
• No double posting: vouchers sold at the till do not duplicate the movements already recorded by the receipt.
• Lock on vouchers already posted: editing, deletion, cancellation, set back to draft and reopening are blocked as soon as an accounting entry, a receipt or a redemption exists.
• Accounting code of the "Gift voucher" payment mode kept in sync automatically.

Monitoring and automation

• Dashboard when opening the module: breakdown of vouchers by status, outstanding liability, vouchers expiring within thirty days, latest vouchers created and latest redemptions.
• Outstanding widget that can be added to the Dolibarr home page: amount not yet spent, number of active vouchers and vouchers expiring soon.
• Batch generation of up to five hundred vouchers at once, with the same amount and validity, unique codes and optional automatic validation.
• Scheduled job to process vouchers that have reached their expiry date.
• Scheduled job to remind beneficiaries by email before expiry, with a configurable lead time and no duplicates.
• Separate read, write and delete permissions, with external users blocked.

🧩 Requirements and Dependencies

• Mandatory: the Dolibarr Third parties module, since a gift voucher is attached to a customer.
• Mandatory to redeem a voucher: the Invoices module, redemption taking the form of a payment on a validated customer invoice.
• Optional: the Banks and cash module, required to create the issuance receipt automatically and to redeem a voucher at the till.
• Optional: the Accounting module, required for the automatic redemption and expiry entries.
• Optional: the Point of sale (TakePOS) module, required to sell and redeem a voucher at the counter.
• Optional: the Projects module, to attach a voucher to a project.
• Optional: the Multi-company module, supported by isolating each entity's data.
• Mandatory for the scheduled jobs: the Scheduled jobs module enabled and a working server cron task.
• Mandatory for sending emails: Dolibarr outgoing email settings configured.
• Incompatibility: no known incompatibility with another module is declared.

✅ Compatibility

• Minimum Dolibarr required: 22.0
• Tested from Dolibarr 22.0 to 23.0.x No maximum version is technically blocked, but the till integration relies on TakePOS internals that may change between major releases: beyond 23.0, check selling and redeeming a voucher at the till before going live.
• Module designed to blend into the standard Dolibarr interface: menus, lists, records, tabs and documents follow the software's conventions.
• Minimum PHP required: 7.4 — tested up to PHP 8.2.
• Available languages: French, English, Spanish, Italian, German — all five translations are complete and have been checked key by key.

🔧 Installation

1. Download the module ZIP archive without extracting it.
2. In Dolibarr, go to Home > Setup > Modules/Applications.
3. Open the Deploy/install external app/module tab.
4. Upload the module ZIP archive.
5. Search for and enable MBI Bon Cadeau.
6. Configure the module options if needed from its administration page.
7. Grant the required permissions to the users concerned.

For a manual installation, copy the mbiboncadeau folder into the /htdocs/custom/ directory of your Dolibarr installation, then resume at step 2. The folder name must be kept as is: the public page reached from the voucher QR code is referenced under that path.

🚀 Getting Started

1. Open the module setup page and, in General settings, set the default validity duration and enter the terms of use to be printed on the vouchers.
2. Check the suggested accounting accounts with your accountant, then decide whether the issuance receipt and the automatic entries should be created, along with the bank or cash account involved.
3. Choose the voucher design used by default in the document templates table, at the bottom of the setup page.
4. Grant the users concerned the read, write and delete permissions on gift vouchers.
5. To sell and redeem vouchers at the till, fill in the Point of sale section and, in particular, the account receiving redeemed vouchers: without it, redeeming a voucher at the counter fails. That account cannot be a cash account.
6. For expiry reminders and expired voucher processing, enable the matching scheduled jobs from Home > Setup > Scheduled jobs: they ship disabled.
7. Create a first voucher, validate it, generate its document and check that it can be redeemed correctly on a test invoice.

🔄 Updates and Uninstallation

• Back up the database and the Dolibarr files before any update.
• Read the ChangeLog and install the new archive over the existing version.
• After replacing the files, disable then re-enable the module: this step applies the database upgrades and registers the module hooks again. Without it, the till-related features stay invisible.
• Disabling the module removes its menus, permissions, widgets, scheduled jobs and temporary working directory. The module settings are kept and found again when it is re-enabled.
• Data created by the module is kept: neither the gift vouchers, nor their redemption history, nor the generated documents, nor the "Gift voucher" payment mode are deleted when the module is disabled. Deleting the module files does not remove that data either, which stays in the database until it is removed manually.

🛟 Support and Documentation

For any assistance request, contact MB Informatique at: <info@mb-informatique.fr>

To help with diagnosis, please state:

• the Dolibarr version in use;
• the module version;
• the PHP version;
• a detailed description of the problem and the steps to reproduce it;
• any error messages or screenshots.

This page is the module's main documentation. The ChangeLog file shipped with the module details the changes made in each version.

📄 Terms of Use

Article 1 — Publisher. The MBI Bon Cadeau module is published by MB Informatique, a limited liability company (société à responsabilité limitée), registered with the Mulhouse Trade and Companies Register (RCS de Mulhouse) under number 834 342 362 (SIRET 834 342 362 00029, EU VAT number FR07834342362), whose registered office is located at 120 rue de l'Île Napoléon, 68170 Rixheim, France. Telephone: 03 67 262 242 — Email: info@mb-informatique.fr — Website: https://www.mb-informatique.fr.

Article 2 — Purpose and acceptance. These Terms of Use (ToU) govern the use of the MBI Bon Cadeau module ("the Module") for Dolibarr ERP/CRM as well as the associated services provided by MB Informatique SARL (support, updates, activation). Installing, enabling or using the Module constitutes full and unreserved acceptance of these ToU. They apply in addition to the terms of sale of the platform through which the Module was acquired (e.g. DoliStore), which govern the purchase itself.

Article 3 — Code licence. The source code of the Module is distributed under the GNU General Public License version 3 or later (GPL v3+), the full text of which is included in the COPYING file shipped with the Module. These ToU do not restrict the rights granted to the User by that licence; they govern the services provided by MB Informatique SARL and the conditions of use of the Module.

Article 4 — Requirements and compatibility. The Module is designed for the environments stated in its documentation (Dolibarr 22.0 minimum, tested up to Dolibarr 23.0; PHP 7.4 minimum, tested up to PHP 8.2). Its operation is not guaranteed outside those versions, where the Dolibarr core has been modified, or in the presence of conflicting third-party modules. It is the User's responsibility to check the compatibility of their environment before installation.

Article 5 — User obligations. The User undertakes to: (a) perform a complete backup (files and database) before any installation or update; (b) test the Module in a test environment before going live wherever possible; (c) use the Module in accordance with its documentation and with applicable regulations; (d) keep their Dolibarr instance in normal conditions of security and maintenance.

Article 6 — Support and updates. Support is provided by email at info@mb-informatique.fr, under the conditions and for the duration stated, where applicable, at the time of purchase. Excluded from support are: malfunctions caused by a modification of the Module or of the Dolibarr core by the User or a third party, by an environment that does not meet the requirements, or by a conflict with a third-party module. Some updates may require a more recent version of Dolibarr.

Article 7 — Warranties. The Module is provided "as is", in accordance with articles 15 and 16 of the GPL licence and within the limits permitted by law. MB Informatique SARL does not warrant that the Module is free from defects, operates without interruption or meets any particular requirement of the User. Applicable mandatory statutory warranties are not affected by this article.

Article 8 — Liability. Within the limits permitted by law, MB Informatique SARL shall not be held liable for indirect damages (in particular loss of data, loss of business, loss of turnover, damage to reputation), nor for damages resulting from: use of the Module that does not comply with its documentation; the absence of a prior backup; a modification of the Module by the User or a third party; an event of force majeure. For professional Users, the total liability of MB Informatique SARL, on all grounds combined, is limited to the amount actually paid for the Module over the last twelve (12) months. Nothing herein excludes liability that cannot lawfully be excluded, in particular in the event of wilful misconduct or gross negligence.

Article 9 — Personal data. The Module operates within the User's Dolibarr instance. The data it processes remains stored on the User's systems, and the User remains the data controller within the meaning of the GDPR. The Module makes no outgoing network call to MB Informatique SARL and transmits no personal or technical data to it. The User remains responsible for the configuration, security and backups of, and for compliance with the regulations applicable to, the data processed in their Dolibarr instance.

Article 10 — Intellectual property and trademarks. "Dolibarr" is a trademark belonging to its respective owners. The Module is an independent development by MB Informatique SARL, neither affiliated with nor endorsed by the Dolibarr association. The copyright notices contained in the Module files must not be removed, in accordance with the GPL licence.

Article 11 — Duration and changes. These ToU apply from the first use of the Module and for the whole duration of its use. MB Informatique SARL may change the ToU for future versions of the Module; the applicable version is the one shipped with the version of the Module in use. Termination of the services does not affect the rights granted by the GPL licence.

Article 12 — Governing law and disputes. These ToU are governed by French law. In the event of a difficulty, the User is invited first to send a written complaint to MB Informatique SARL in order to seek an amicable solution. Failing an amicable resolution, any dispute with a professional User falls within the exclusive jurisdiction of the Commercial Court of Mulhouse (Tribunal de commerce de Mulhouse), including in summary proceedings, warranty claims, incidental claims or where there are several defendants. Consumer Users retain the benefit of the mandatory rules of jurisdiction and may use the consumer mediation scheme free of charge under the conditions set out in articles L.612-1 et seq. of the French Consumer Code. Up-to-date information on the consumer mediation applicable to the services of MB Informatique SARL is set out in its General Terms and Conditions of Sale, available at https://www.mb-informatique.fr/cgv.html.

Article 13 — Miscellaneous. If any provision hereof is declared void or unenforceable, the remaining provisions retain their full validity. These ToU are drawn up in French; in the event of a discrepancy between the French version and a translation, the French version prevails.

👨 💻 Publisher

MBI Bon Cadeau is a custom Dolibarr module developed by MB Informatique.

Built for retailers, restaurant owners and service providers who sell gift vouchers, it spares them from tracking those vouchers alongside their management software: every voucher sold, spent or expired stays attached to its invoice, its customer and its balance, inside Dolibarr.

Publisher: MB Informatique Contact: <info@mb-informatique.fr> Website: https://www.mb-informatique.fr
 

🛠 Changelog

UPDATE 3.0.0 (2026-09-09)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• ⚠️ Action required: if you were running version 1.x, this update is mandatory; the module did not work on those databases.
• Improved: the module's technical identification number changes; the permissions already granted to your users and groups are carried over automatically, you have nothing to tick again.
• New: a redemption can be cancelled, from the voucher record or automatically when the matching payment is deleted; the balance returns to the voucher, and the history keeps both the redemption and its cancellation.
• New: the public page reached from the QR code can be closed from the setup, for those who do not print a QR code.
• New: the voucher code can be hidden in the list, where only its last four characters then appear; the record still shows it in full.
• Improved: the public page shows the balance left on a partly spent voucher, instead of its original value.
• Improved: the "Gift voucher" panel of the invoice record shows linked vouchers again, with their status and total.
• Security: the public page now genuinely withstands repeated attempts, including from an automated tool that accepts no cookies.
• Security: at the till, only the voucher code is accepted; its reference, printed on the same paper and easy to guess from one to the next, no longer is.
• Security: a used, expired or cancelled voucher can no longer be re-validated, which used to reload it to its original value.
• Security: the voucher code is no longer written in clear on the till receipt line, a document that is kept and readable by all.
• Security: a voucher can no longer settle an invoice of another company, nor be deleted from another company's list.
• Security: the public voucher page closes when the module is disabled.
• Fixed: on databases installed under version 1.x, the update finally creates the missing columns; no voucher could be read or created there.
• Fixed: on a fresh installation, a voucher can be validated without having to guess that a bank account must be chosen first.
• Fixed: the Documents tab and PDF voucher downloads work for every user, no longer for administrators only.
• Fixed: the QR code printed on the voucher stays valid whatever the name of the modules directory and the site address.
• Fixed: selling a voucher at the till can no longer fail silently after the customer has paid.
• Fixed: the value of an already validated voucher can no longer be changed behind the back of the spendable balance.
• Fixed: menu entries and several module messages are at last shown in the user's language.
• Compatibility: tested from Dolibarr 22.0 to 23.0, and up to PHP 8.2.

UPDATE 2.6 (2026-08-20)

• New: a partly spent voucher shows as "Partly used", and the dashboard counts it separately with the balance left to spend.
• Improved: the till sale window stays open until you close it, giving you time to copy the code onto the voucher.
• Improved: on a till touch screen, the sale window left the code and the Close button below the edge of the screen.
• Improved: the voucher beneficiary is now required when selling at the till, since their name is printed on the voucher.
• Improved: the receipt states, for every voucher redeemed, the balance left on it or that it is now empty.

UPDATE 2.5 (2026-08-20)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: sell a gift voucher from an empty till, without having to put an item on the receipt first.
• Fixed: the setup page opened on a technical error instead of showing the default customer selector.
• Fixed: the menu icon was replaced by a grey notepad on recent installations; the gift icon is back.
• Fixed: a second "Gift voucher" key with no icon was added to the till keypad and did nothing; it is gone.

UPDATE 2.4 (2026-08-13)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: the module is now translated into Spanish, Italian and German, in addition to French and English.
• Improved: the labels of the list and of the record are at last translated into the user's language.
• Improved: the public voucher page is translated and shows the amount in your company's currency.
• Improved: the dashboard and the outstanding widget no longer load every voucher to compute their totals.
• Security: the public voucher page no longer calls any external service, and therefore no longer exposes its visitor's address.
• Security: browsing the customer file from the till now requires the read permission on third parties.
• Fixed: a voucher stays counted in the outstanding balance for the whole of its last day, and the widget no longer shows technical detail on error.

UPDATE 2.3 (2026-08-12)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• ⚠️ Action required: choose the account receiving redeemed vouchers in the setup, otherwise redeeming a voucher at the till will fail.
• New: sell a gift voucher from the point-of-sale payment screen, even when the displayed bill is already validated.
• New: redeem a voucher at the counter by typing or scanning its code or reference, with balance and validity shown before confirming.
• New: optional restaurant mode, where the voucher holder is picked from the list of existing customers.
• Improved: the voucher code, now short and easy to copy by hand, appears in the list, on the record and on the receipt.
• Security: a voucher is only sold once the order has been settled in full, and any payment presented without a voucher is refused.
• Fixed: on databases installed under version 1.x, no voucher could be redeemed at all; this blocking issue is resolved.
• Fixed: double accounting at the till is removed, links to invoices are restored, and a voucher stays valid for the whole of its last day.
• Compatibility: Dolibarr 22 and PHP 7.4 are now the minimum versions required.

UPDATE 2.2 (2026-07-01)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: each company's data is isolated when multi-company management is enabled.
• New: a setup tab lets you add your own complementary attributes to gift vouchers.
• Improved: the validation date of a voucher and the user who validated it are recorded and can be consulted.
• Improved: your settings are kept when the module is disabled and enabled again.
• Security: two simultaneous operations can no longer exceed the amount due on an invoice nor produce two vouchers sharing a reference.
• Security: external users no longer have access to gift vouchers or their tabs.
• Fixed: an error during a batch generation no longer leaves half-created vouchers behind.

UPDATE 2.1 (2026-07-01)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: automatic accounting of the voucher lifecycle, at issuance, at redemption and at expiry.
• New: a dedicated setup section gathers the accounts, the journal, the payment mode and the bank account used.
• Improved: a voucher already posted to accounting can no longer be edited, deleted, cancelled or set back to draft.
• Improved: the voucher record shows the accounting entry attached to each redemption.
• Fixed: a voucher stays usable for the whole of its expiry day.

UPDATE 2.0 (2026-06-12)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: issuing a voucher stays outside the scope of VAT, the tax becoming due only when the voucher is spent.
• New: a voucher keeps a balance and can be redeemed several times on your invoices, without reducing the taxable base.
• New: the voucher beneficiary, distinct from the purchaser, has their own name, email address and personal message.
• New: generate several vouchers at once, each with its own code, for your campaigns.
• New: automatic reminder to the beneficiary before expiry, and voucher delivery by email from its record.
• New: dashboard when opening the module, outstanding widget on the home page and status shown in the list.
• Improved: configurable validity duration and terms of use printed on all three voucher designs.
• Security: a voucher code can no longer be guessed and its uniqueness is guaranteed.
• Security: the public voucher page withstands repeated attempts and no longer reveals whether a voucher exists.

UPDATE 1.2 (2026-06-10)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• Improved: internal optimisations and code cleanup.
• Security: permission checks are restored on the list, on the record and on every voucher tab.
• Fixed: the module could not be enabled; enabling it now works.
• Fixed: generating vouchers as PDF failed; all three designs print again.
• Fixed: the voucher code, the expiration date and the redemption date are now created correctly.

UPDATE 1.1 (2024-07-05)

• ⚠️ Action required: disable then re-enable the module after updating to apply the changes introduced by this version.
• New: a voucher can be redeemed automatically when a customer invoice is validated.
• New: a scheduled job moves vouchers whose validity has passed to the expired status.
• New: new setup options for invoicing at issuance and for the automations.
• Improved: the module labels are now translated into French and English.

UPDATE 1.0 (2024-05-28)

• New: gift voucher management, with creation, editing, validation, cloning, deletion and automatic numbering.
• New: five statuses tracked for each voucher, from draft to cancelled, through validated, used and expired.
• New: three voucher designs in PDF format with a QR code, plus word-processor format generation.
• New: public presentation page for the voucher, reached from its QR code.
• New: deposit invoice created automatically when a voucher is validated.
• New: contacts, notes, documents and events tabs, access rights and a dedicated setup page.