Chl
0b08f125c9
Following the arrival of supplier invoice templates in Dolibarr 16, it's better to specify than this module only manage customer invoices. Adding the management of supplier invoice seems possible but I don't really see a use case at the moment.
106 lines
3.5 KiB
Markdown
106 lines
3.5 KiB
Markdown
# SendRecurringInvoiceByMail for <a href="https://www.dolibarr.org">DOLIBARR ERP CRM</a>
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## Features
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(en) This module sends by email the customer invoice generated with a recurring invoice template via scheduled jobs.
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(fr) Ce module envoie par mail les factures clientes générées automatiquement par les travaux planifiés et les factures modèles.
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You can customize the mail globally or by recurring invoice.
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To edit the default global mail template, go to Home > Setup > Emails > Email templates, and modify the `SendRecurringInvoiceByMail : original template`. If you don't want to attach the PDF of the invoice to the mails, set the `Attach file` input to 0 (default: 1, PDF attached).
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To edit the default sender address, go to Home > Setup > Emails, and edit the `Sender email for automatic emails` field.
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This module hooks himself on the end of the `Recurring invoices` job from the Scheduled jobs (aka. `cron`) module. It will only be triggered via this Scheduled job and will not send mail when manually generating an invoice from a recurring invoice template.
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## Requirements
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It requires Dolibarr version 10.0 at least (first version with the `cron/afterCreationOfRecurringInvoice()` hook).
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Don't forget to also activate the **Scheduled jobs** module.
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Other modules are available on <a href="https://www.dolistore.com" target="_new">Dolistore.com</a>.
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## Install
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### From the ZIP file and GUI interface
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Go to `Home` > `Setup` > `Modules/Applications` and finally the `Deploy/install external app/module` tab
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and upload the module_sendrecurringinvoicebymail-x.y.z.zip file (you can get it from the
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[original forge](https://code.bugness.org/Dolibarr/sendrecurringinvoicebymail/releases)
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or [Github](https://github.com/bugness-chl/sendrecurringinvoicebymail/releases)).
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Next, on the `Modules/Applications` page, activate the newly available sendrecurringinvoicebymail module,
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and probably the Scheduled jobs (alias cron or modCron) integrated module too.
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#### Troubleshooting
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Note: If the module screen tells you there is no custom directory, check that your setup is correct:
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- In your Dolibarr installation directory, edit the ```htdocs/conf/conf.php``` file and check that following lines are not commented:
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```php
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//$dolibarr_main_url_root_alt ...
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//$dolibarr_main_document_root_alt ...
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```
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- Uncomment them if necessary (delete the leading ```//```) and assign a sensible value according to your Dolibarr installation
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For example :
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- UNIX:
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```php
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$dolibarr_main_url_root_alt = '/custom';
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$dolibarr_main_document_root_alt = '/var/www/Dolibarr/htdocs/custom';
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```
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- Windows:
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```php
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$dolibarr_main_url_root_alt = '/custom';
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$dolibarr_main_document_root_alt = 'C:/My Web Sites/Dolibarr/htdocs/custom';
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```
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### From a GIT repository
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- Clone the repository in ```$dolibarr_main_document_root_alt/sendrecurringinvoicebymail```
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```sh
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cd ....../custom
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git clone https://code.bugness.org/Dolibarr/sendrecurringinvoicebymail.git sendrecurringinvoicebymail
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```
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Then, from your browser:
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- Log into Dolibarr as a super-administrator
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- Go to "Setup" -> "Modules"
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- You should now be able to find and enable the module
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## Updating instructions
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* Disable the module,
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* Update the files (see Install),
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* Re-enable the module.
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## Licenses
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### Main code
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GPLv3 or (at your option) any later version.
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See file COPYING for more information.
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### Documentation
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All texts and readmes.
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