FacturZen : Relance factures impayés automatique

mp21413d20250220102343

Nuevo

The FacturZen module for Dolibarr simplifies and automates the management of overdue invoice reminders. Whether via email or internal tasks, FacturZen helps you optimize your debt collection processes while maintaining full control over your actions.

72,00 €

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  • Autor THERSANE
  • Versión del módulo 1.0
  • Fecha de lanzamiento 20/02/2025
  • Access to updates and downloads 365 días

Más información

Editor/License: THERSANE / GPL-v3
Languages: French + (English)
Support: On THERSANE's contact page

Optimize the management of your Customer Follow-ups and Reduce Unpaid Invoices with FacturZen!

 

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FacturZen is a Dolibarr module designed to automate and structure the follow-up of unpaid invoices. With flexible configuration and advanced features, you can customize your reminders according to your business needs and customer requirements.

Email Reminders

Build and customize your automatic reminders.

  • Automatic sending of reminders before the payment due date at D-X.
  • Automatic follow-ups after the due date at D+X.
  • Archiving of sent emails in Dolibarr's agenda, linked to each invoice.
  • Use of Dolibarr email templates to centralize and standardize communication.

Manual Follow-ups via the Agenda

Because some tasks require human intervention.

  • Automatic creation of "to-do" events for manual follow-up tasks (phone calls, payment verification, legal notices, etc.).
  • Assignment of events to a user group.

A Combined and Flexible System

  • Possibility to send an email, create an agenda event, and notify colleagues simultaneously.
  • No restriction on the number of follow-up steps created.
  • Stop the automatic reminder process at any time for a specific invoice.
 

Advanced Follow-up Customization

Unlimited Number of Follow-up Steps

With filters, you can adapt follow-up processes to different situations.

Setting Follow-up Delays in Days

The delay can be based on:
The payment due date (D-x and D+x)
The invoice date (D+x)
The last reminder date (D+x)

Possibility to Link a Step to a Previous Step
This feature ensures a logical progression in the collection process. A reminder can only be triggered if a previous one has already been executed, ensuring a structured follow-up and avoiding inappropriate reminders.

Management of Holidays and Weekends to Automatically Adjust Follow-ups

This feature ensures a logical progression in the collection process. A reminder can only be triggered if a previous one has already been executed, ensuring a structured follow-up and avoiding inappropriate reminders.

Precise and Effective Application Filters

Exclude or include certain third-party categories.
Filter according to third-party groups.
Apply or exclude based on the payment methods of the concerned invoices.

Who is THERSANE and Why Did We Create and Provide These Modules?

THERSANE is neither an IT service company nor a specialized module publisher. We are primarily a wholesaler specializing in the sale of industrial plumbing equipment.
Although our core business is wholesale trading, we use Dolibarr daily to manage our operations. We particularly appreciate its open-source nature and the richness of its community.

Faced with increasingly demanding business challenges, our internal IT team has developed tailor-made solutions to meet our needs for optimization and efficiency. These tools help us improve our performance and successfully tackle our business challenges.

Sharing these modules on Dolistore aligns with our commitment to supporting the Dolibarr association. It is also a way to make available tools we have created that might be useful to other businesses facing similar challenges.

At THERSANE, we believe in the power of collaboration and shared innovation. This vision drives our contribution to the Dolibarr ecosystem.

Support and Maintenance:

No support for usage or installation is included. To benefit from these services, we recommend using your preferred Dolibarr provider.
The latest versions of our modules are available on Dolistore, and access is free for one year from the purchase date.

If it is a free module: No corrective maintenance is available. However, you can report issues on our contact page, and our support team will review them and decide at their discretion whether they can be addressed.