sendrecurringinvoicebymail/README.md

3 KiB

SendRecurringInvoiceByMail for DOLIBARR ERP CRM

Features

(en) This module send the invoice generated with recurring invoices by email to the client.

(fr) Ce module envoie par mail les factures générées automatiquement par les travaux planifiés et les factures modèles.

You can customize the mail globally or by recurring invoice.

Screenshot n° 1

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).

To edit the default sender address, go to Home > Setup > Emails, and edit the Sender email for automatic emails field.

This module is triggered by the cron (Scheduled jobs module) and will not send emails when manually generating an invoice.

Requirements

It requires Dolibarr version 10.0 at least (first version with the cron/afterCreationOfRecurringInvoice() hook).

Don't forget to also activate the Scheduled jobs module.

Other modules are available on Dolistore.com.

Install

From the ZIP file and GUI interface

  • If you get the module in a zip file (like when downloading it from the market place Dolistore), go into menu Home - Setup - Modules - Deploy external module and upload the zip file.

Note: If this screen tell you there is no custom directory, check your setup is correct:

  • In your Dolibarr installation directory, edit the htdocs/conf/conf.php file and check that following lines are not commented:

    //$dolibarr_main_url_root_alt ...
    //$dolibarr_main_document_root_alt ...
    
  • Uncomment them if necessary (delete the leading //) and assign a sensible value according to your Dolibarr installation

    For example :

    • UNIX:

      $dolibarr_main_url_root_alt = '/custom';
      $dolibarr_main_document_root_alt = '/var/www/Dolibarr/htdocs/custom';
      
    • Windows:

      $dolibarr_main_url_root_alt = '/custom';
      $dolibarr_main_document_root_alt = 'C:/My Web Sites/Dolibarr/htdocs/custom';
      

From a GIT repository

  • Clone the repository in $dolibarr_main_document_root_alt/sendrecurringinvoicebymail
cd ....../custom
git clone git@github.com:bugness-chl/sendrecurringinvoicebymail.git sendrecurringinvoicebymail

Final steps

From your browser:

  • Log into Dolibarr as a super-administrator
  • Go to "Setup" -> "Modules"
  • You should now be able to find and enable the module

Updating instructions

  • Disable the module,
  • Update the files (see Install),
  • Re-enable the module.

Licenses

Main code

GPLv3 logo

GPLv3 or (at your option) any later version.

See file COPYING for more information.

Documentation

All texts and readmes.

GFDL logo