AutoFacture: Recurring Billing, Subscriptions and Payment Reminders

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Full documentation on the official Dolibarr wiki: wiki.dolibarr.org/index.php/Module_AutoFacture

Every month the same invoices have to be made again: maintenance, hosting, backup, licences. Forget one and you lose money, send one twice and the customer is annoyed. AutoFacture takes care of it: each subscription produces its invoice on the right date, validated and as a PDF, and a dedicated screen follows what is not paid yet.

The dashboard: active subscriptions, monthly equivalent revenue, next invoices and on-demand generation.

Subscriptions and automatic generation

• Monthly, bimonthly, quarterly, half-yearly or yearly subscriptions, billed at the start or end of the period, with an optional end date.
• Invoices created, validated and turned into PDF on their own, with the month or period written in the lines (__AF_PERIOD__ tag).
• Always a PDF: if the PDF template inherited from the template invoice is no longer available, the module falls back to the default invoice template, then to an active one, and records it in the journal.
• Never the same invoice twice: one invoice per subscription and period, guaranteed by a unique key in the database.
• Works with or without a scheduled job: without cron, due invoices are generated while users browse.
• Invoice author of your choice: a setting names the account that signs generated invoices, whatever triggers the generation.
• Billing day of your choice: the invoice is dated on the day of the month you want (1 to 28), at the start or end of the period.
• Automation status on the dashboard, with the exact crontab line; on-demand generation, line by line or for everything due.

A subscription card: amount, next invoice, current period, payment terms.

Automation status: is the scheduled job really running? Diagnosis and immediate generation.

The author of generated invoices, chosen once and for all in the settings.

Three ways to create a subscription

• From scratch, on one card: a control sentence states the first invoice date and the period covered before you confirm.
• From an existing invoice: the module finds the period in the lines ("November 2026", "from 01/11 to 30/11"…) and makes it dynamic.
• With the analyzer, which finds recurring series among your manual invoices and converts them in one click.

Creation: the control sentence states the first invoice, the preview shows the line as it will be billed.

The analyzer finds recurring series in your manual invoices and converts them into subscriptions.

Unpaid invoices and reminders

• Aged balance: outstanding amounts by age bracket, and for each invoice the real amount due (payments, credit notes and deposits deducted).
• Tiered reminders (30, 60 and 180 days by default), each with its own email template.
• No reminder is sent without your approval: the module proposes, you decide.
• Grouped reminders from the unpaid screen and multiple selection in the journal; subject and message of each step editable in the settings.

Unpaid invoices: aged balance by age bracket and proposed reminders, awaiting approval.

Reminder steps, with the subject and message of each step editable.

Payment terms under control

• By default the customer's terms; a choice per subscription; or a term enforced on every generated invoice from the settings.
• Fixed day of the month: "on the 10th of the month" or any other day from 1 to 28, picked straight from the list. The due date falls on that day in the invoice month, or the next month if the day has passed.
• The due date is recalculated before validation: the PDF and the aged balance show the right date.

The payment terms setting: those of each subscription, a term from the dictionary, or a fixed day of the month.

Sending and journal

• Invoice emailed with your templates, after your review or automatically, your choice. Nothing is sent if the invoice is still a draft; a missing PDF is generated when the email is sent.
• An invoice without PDF is flagged « PDF missing » in the journal and on the subscription card, with a « Generate the PDF » button.
• Full journal: every invoice generated or failed, every reminder proposed, sent or dismissed.

The journal: every generated invoice, with period, amount and origin.

The reminders journal: multiple selection, send or dismiss in one click.

Built on the native engine

Each subscription relies on a native Dolibarr template invoice: lines, amounts, VAT and terms stay managed by the core, and templates remain visible even if the module is disabled.

Installation

Home → Setup → Modules → "Deploy/install external app/module", upload the zip and enable AutoFacture. The scheduled job is created on activation.

Upgrading from a previous version: replace the files, then disable and re-enable the module. Subscriptions, journal, settings and permissions are kept.

Compatibility

• Dolibarr 16 to 24 (verified on 16, 22, 23 and 24).
• PHP 7.0 and above, MySQL / MariaDB.
• English and French included. Email support and updates for 2 years.