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Step-by-step guide, written in French, to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
Your delivery notes keep the labels and descriptions copied from the sales order: a corrected order or a renamed product no longer changes them. Texts editable on the draft delivery note, movable lines, carried over to the PDF and the invoice.
Shows what remains to be invoiced on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
Spreads freight, customs and other shipment costs over product cost and weighted average price, even across several suppliers.
Centralize all your events in a single shared calendar: CONVOCA meetings, REGISTRA events, DOMINIUM assemblies (PEREL modules), and your own appointments. Automatic synchronization, user permissions, direct access to events and an upcoming events dashboard widget. One calendar for all your activities, with no duplicate data entry.
Buy, stock and sell the same product in several units: bag of 50 kg or kilo, carton of 12 or bottle, roll of 100 m or meter, pallet or bag. Own price per packaging, documents in the announced unit, always exact stock, inventory in cartons, TakePOS with carton barcodes and scales.
A clearer daily workspace for customers, contacts, proposals, invoices and products. Light and dark modes, role-oriented layouts and mobile-friendly Focus lists. Email support and updates included for 12 months.
Automatically calculate and display early payment discounts (Skonto) in Dolibarr invoices. Supports configurable payment terms, customer-specific discount settings, multilingual interfaces and consistent PDF/Factur-X output.
Whole-document discounts and charges on proposals, orders and invoices — order-size, loyalty and member discounts, delivery fees and levies — plus an early payment discount and late payment fees.
Sezame turns Dolibarr into an event access control solution: manage participants, generate badges and QR codes, then scan access directly from a smartphone through a private and secure connection, with real-time attendance tracking.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.